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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 Avg Holding
Period (Yrs)
AI
3051
ArchPoint Investors
Florida
$175M -$7.24M -4% 2.34% 111% 170 14.12% 1.3
KLI
3052
Kelman-Lazarov Inc
Tennessee
$175M +$4.17M +2% 2.58% 46.6% 414 14.49% 0.2
SCM
3053
Stonerise Capital Management
California
$175M +$15.7M +10% 9.03% 0.77% 13 38.46% 0.6
GCM
3054
Gladius Capital Management
Illinois
$175M +$3.56M +2% 2.11% 78% 2 0% 2.5
SC
3055
Sageview Capital
Connecticut
$175M -$3.93M -2% 2.08% 335% 4 0% 2.6
BSWMG
3056
Barrington Strategic Wealth Management Group
Illinois
$175M +$1.94M +1% 1.76% 17.9% 102 9.8% 2.3
FNBOMD
3057
First National Bank of Mount Dora
Florida
$175M +$5.01M +3% 2.09% 84.5% 81 2.47% 2.6
SIMC
3058
Stillwater Investment Management (California)
California
$174M -$207M -54% 0.21% – 24 66.67% 0.3
AIA
3059
Arbor Investment Advisors
North Carolina
$174M +$7.91M +5% 1.59% 44.3% 46 15.22% 2.3
RWA
3060
River Wealth Advisors
Pennsylvania
$174M +$6.8M +4% 1.7% 80.3% 155 7.74% 1.1
FWC
3061
First Washington Corp
Washington
$174M +$4.81M +3% 2.81% 142% 89 10.11% 2.1
BB
3062
Bell Bank
North Dakota
$174M +$20.3M +13% 4.09% 64.3% 129 13.95% 1.7
SPCM
3063
Sound Point Capital Management
New York
$174M -$23.1M -12% 0.59% 61.5% 25 36% 0.3
K
3064
Kemper
Illinois
$174M -$14.6M -8% 2.16% 28.6% 21 9.52% 1.9
AMIM
3065
Aull & Monroe Investment Management
Alabama
$174M +$6.95M +4% 4.92% 96.6% 123 4.07% 2.5
GA
3066
Geller Advisors
New York
$174M +$6.33M +4% 10.4% 20.4% 27 18.52% 2.3
SCM
3067
Salem Capital Management
Massachusetts
$173M -$4.41M -2% 3.97% 32.3% 68 4.41% 2.6
SA
3068
Strategic Advisors
New York
$173M -$2.43M -1% 1.72% 105% 135 18.52% 2
AGAM
3069
Avalon Global Asset Management
California
$173M +$41.1M +31% 1.18% 278% 52 53.85% 0.9
BRF
3070
B. Riley Financial
California
$173M +$37M +27% 3.02% 682% 153 20.26% 0.4
Nicholas Hoffman & Company
3071
Nicholas Hoffman & Company
Georgia
$173M – – 2.63% 65.1% 135 – 0
RCM
3072
Robinson Capital Management
Michigan
$173M +$40.6M +31% 4.83% 7.8% 135 42.22% 0.4
GSBTD
3073
Glenview State Bank Trust Department
Illinois
$173M +$7.29M +4% 2.99% 76.6% 95 6.32% 2.1
CPA
3074
Court Place Advisors
Maryland
$173M +$10.9M +7% 3.46% 92% 145 8.97% 2.1
UAM
3075
UAS Asset Management
New York
$172M +$3.18M +2% 3.14% 98% 31 35.48% 1.9