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
BWFM
2351
Bridgewater Wealth & Financial Management
Maryland
$277M +$2.21M +0.8% 122
EA
2352
Echinus Advisors
New York
$277M -$26.9M -9% 11
WCF
2353
West Coast Financial
California
$277M +$34.1M +14% 117
SFI
2354
SPC Financial Inc
Maryland
$277M +$13.5M +5% 116
WC
2355
Wynnefield Capital
New York
$276M +$21.7M +9% 38
CDIA
2356
Capital Directions Investment Advisors
Georgia
$276M +$6.67M +2% 78
MCM
2357
MV Capital Management
Maryland
$276M +$28.9M +12% 368
BO
2358
Bank OZK
Arkansas
$276M +$974K +0.4% 142
CLC
2359
Charles-Lim Capital
Hong Kong
$275M +$53.3M +24% 6
WDL
2360
Well Done LLC
Michigan
$275M -$657K -0.2% 86
BIM
2361
Barton Investment Management
Pennsylvania
$275M -$89.7M -25% 55
II
2362
INCA Investments
Florida
$275M +$8.89M +3% 10
BCM
2363
Brookmont Capital Management
Texas
$275M -$37.7M -12% 55
GCM
2364
Gabalex Capital Management
New York
$274M -$14M -5% 17
ANBT
2365
American National Bank & Trust
Texas
$274M +$8.15M +3% 269
MCM
2366
Maple Capital Management
Vermont
$273M +$2.05M +0.8% 127
FWCM
2367
First Western Capital Management
California
$273M -$8.43M -3% 105
BP
2368
Banbury Partners
North Carolina
$273M -$21.8M -7% 19
JT
2369
Jump Trading
Illinois
$272M +$84.4M +45% 367
WPW
2370
Waldron Private Wealth
Pennsylvania
$272M +$7.14M +3% 187
DDSF
2371
Diana Davis Spencer Foundation
Maryland
$272M +$6.11M +2% 3
EM
2372
Endicott Management
New York
$272M -$9.59M -3% 48
RC
2373
Roundview Capital
New Jersey
$272M +$3.45M +1% 188
FTCM
2374
First Trust Capital Management
Illinois
$272M +$128M +88% 68
SNT
2375
Security National Trust
West Virginia
$272M +$5.95M +2% 481