Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
IW
7426
IronOak Wealth
Texas
$103M 64
KC
7427
Katamaran Capital
United Kingdom
$103M +$26.1M +34% 40
Q1WB
7428
Quest 10 Wealth Builders
Virginia
$103M +$9.31M +10% 814
JRCM
7429
Jones Road Capital Management
New York
$103M -$37.7M -27% 32
RF
7430
Roxbury Financial
New Jersey
$103M +$430K +0.4% 380
SWTS
7431
Stonehaven Wealth & Tax Solutions
Wisconsin
$102M +$7.79M +8% 81
SF
7432
Schaeffer Financial
Maryland
$102M +$11.8M +13% 18
FFG
7433
First Financial Group
North Carolina
$102M +$14.1M +16% 75
F8IS
7434
Figure 8 Investment Strategies
Idaho
$102M +$6.87M +7% 58
BCP
7435
Breakout Capital Partners
New York
$102M -$7.03M -6% 8
TBNY
7436
Trustco Bank (New York)
New York
$102M +$9.85M +11% 69
KSB
7437
Kennebec Savings Bank
Maine
$102M +$7.53M +8% 278
MA
7438
Marquette Associates
Illinois
$102M +$2.04M +2% 41
8GI
7439
8VC GP I
Texas
$102M +$43.2M +74% 2
CDWM
7440
Campbell Deegan Wealth Management
Virginia
$102M +$14.6M +17% 47
SCM
7441
Stonepine Capital Management
Oregon
$102M -$1.25M -1% 86
PAYA
7442
Phil A. Younker & Associates
Alaska
$101M -$153K -0.2% 30
AC
7443
Aldebaran Capital
Indiana
$101M -$4.39M -4% 42
CIM
7444
CenturyLink Investment Management
Colorado
$101M 1
PCMN
7445
Paradigm Capital Management (Nevada)
Nevada
$101M +$3.33M +3% 61
GAM
7446
Gritstone Asset Management
Maryland
$101M +$5.81M +6% 146
BI
7447
Bolthouse Investments
California
$101M +$5.06M +5% 77
LC
7448
Luminist Capital
Michigan
$101M +$8.01M +9% 375
CCM
7449
Cobler Capital Management
Kansas
$101M 45
VCWA
7450
Vanguard Capital Wealth Advisors
Colorado
$101M +$19M +23% 138