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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
TJHA
2926
Thomas J. Herzfeld Advisors
Florida
$258M -$10.7M -4% 2.83% 17.7% 339 17.11%
ACG
2927
Allen Capital Group
Nebraska
$258M +$26.7M +12% 1.67% 56.9% 124 11.29%
CL
2928
CIM LLC
New York
$258M +$2.8M +1% 3.51% 108% 103 12.62%
RBC
2929
Roble Belko & Company
Pennsylvania
$257M +$12.6M +5% 1.51% 53.3% 354 12.15%
HCM
2930
Harvest Capital Management
New Hampshire
$257M -$7.58M -3% 1.51% 19.5% 91 7.69%
BRCA
2931
Birch Run Capital Advisors
Texas
$257M -$19.5M -7% 2.99% 8.22% 19 21.05%
TFF
2932
The Family Firm
Maryland
$257M +$4.86M +2% 1.97% 40.2% 138 10.87%
NHC
2933
Nicholas Hoffman & Company
Georgia
$257M +$1.94M +0.8% 1.85% 65.1% 174 6.32%
SCA
2934
Spearhead Capital Advisors
Florida
$257M +$50.8M +25% 1.67% 25.2% 71 18.31%
IVMX
2935
Institutional Venture Management XIII
California
$256M +$130M +103% 14% 5 20%
DDSF
2936
Diana Davis Spencer Foundation
Maryland
$256M -$6.46M -2% 2.45% 13.4% 3 0%
IBT
2937
International Biotechnology Trust
United Kingdom
$256M -$27.3M -10% 0.44% 11.1% 75 29.33%
SCP
2938
Steamboat Capital Partners
New York
$256M +$16.7M +7% 6.09% 280% 35 42.86%
FWM
2939
FFT Wealth Management
Pennsylvania
$255M -$5.41M -2% 1.05% 65.6% 35 14.29%
CCM
2940
Chicago Capital Management
Illinois
$255M +$88.2M +53% 28.1% 295% 42 83.33%
MCM
2941
Marathon Capital Management
Maryland
$255M -$757K -0.3% 1.17% 70.9% 123 23.58%
TPC
2942
Tiger Pacific Capital
New York
$255M +$55.6M +28% 7.07% 84.5% 21 38.1%
CFSG
2943
Community Financial Services Group
Vermont
$255M -$2.82M -1% 0.66% 74 12.16%
RCP
2944
Rothschild Capital Partners
New York
$255M -$344K -0.1% 2.09% 90.8% 54 24.07%
JHP
2945
James Hambro & Partners
United Kingdom
$255M +$74.3M +41% 5.53% 79.2% 32 46.88%
MDCM
2946
Morgan Dempsey Capital Management
Wisconsin
$254M -$56.7M -18% 3.95% 52.1% 166 7.23%
CWM
2947
Cranbrook Wealth Management
Michigan
$254M +$1.28M +0.5% 0.92% 48.8% 243 1.65%
AWM
2948
Altium Wealth Management
New York
$254M +$35.6M +16% 1% 24.9% 169 10.65%
GIPM
2949
G2 Investment Partners Management
New York
$254M -$4.88M -2% 14% 1,145% 97 55.67%
BPV
2950
Battery Partners VIII
Massachusetts
$254M +$39.6M +18% 46.1% 1 0%