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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
MIM
3076
Montgomery Investment Management
Maryland
$243M +$451K +0.2% 0.9% 98.4% 97 7.22%
DA
3077
Doliver Advisors
Texas
$243M +$3.98M +2% 2.83% 81% 359 55.99%
WRTC
3078
Wind River Trust Company
Wyoming
$243M +$46.9M +24% 3.59% 51% 8 12.5%
FA
3079
Fagan Associates
New York
$242M +$19.5M +9% 8.71% 87.7% 120 12.5%
OWIM
3080
Old West Investment Management
California
$242M +$43.2M +22% 4.66% 235% 97 32.99%
BCM
3081
Brightline Capital Management
Florida
$242M -$71.7M -23% 9.06% 778% 17 58.82%
KS
3082
Karpas Strategies
Connecticut
$242M +$11.1M +5% 4.76% 16.1% 123 4.88%
SACTSONJ
3083
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$242M +$10.1M +4% 6.99% 113% 209 16.75%
BCM
3084
Birmingham Capital Management
Alabama
$242M +$9.14M +4% 6.06% 77.6% 104 3.85%
KTC
3085
Kistler-Tiffany Companies
Pennsylvania
$242M +$16.3M +7% 7.3% 52% 599 9.02%
WAM
3086
Watermark Asset Management
California
$242M +$6.18M +3% 3.24% 261 10.73%
MAMNY
3087
Marathon Asset Management (New York)
New York
$242M -$114M -32% 13.1% 28.4% 13 53.85%
OFG
3088
OTA Financial Group
New York
$242M -$19.7M -8% 4.28% 320% 65 13.85%
KAM
3089
Kavi Asset Management
New York
$241M -$86.6M -26% 5.85% 144% 38 78.95%
RMAM
3090
Raab & Moskowitz Asset Management
New Jersey
$241M +$31.7M +15% 7.51% 66% 577 71.4%
PCM
3091
Princeton Capital Management
New Jersey
$241M +$11M +5% 10.2% 148% 303 15.84%
FIMS
3092
FBL Investment Management Services
Iowa
$241M +$202M +519% 1.12% 16.6% 49 65.31%
BAM
3093
Brilliance Asset Management
Hong Kong
$240M -$95.9M -29% 18.8% 60.8% 6 50%
IWP
3094
Icon Wealth Partners
Texas
$240M +$1.89M +0.8% 4.59% 846 69.03%
SVCP
3095
Silicon Valley Capital Partners
California
$240M +$31.2M +15% 7.72% 75.5% 31 16.13%
CBTWT
3096
Community Bank & Trust (Waco, Texas)
Texas
$240M +$18.5M +8% 8.63% 76.6% 145 11.03%
WC
3097
Wynnefield Capital
New York
$240M -$31.1M -11% 1.68% 110% 35 20%
GWA
3098
Guidant Wealth Advisors
Illinois
$239M +$9.66M +4% 2.51% 17.8% 283 22.97%
FCT
3099
Family Capital Trust
Massachusetts
$239M +$14.4M +6% 9.25% 32.7% 62 8.06%
BL
3100
BCWM LLC
Kansas
$239M +$10.5M +5% 5.36% 72 8.33%