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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
BHTS
3126
Bar Harbor Trust Services
Maine
$196M +$4.11M +2% 9.14% 86.4% 81 13.58%
FMP
3127
Financial Management Professionals
Texas
$196M +$4.14M +2% 2.96% 62.1% 389 30.85%
CM
3128
Cornerstone Management
Georgia
$196M +$21.5M +12% 4.03% 40% 37 16.22%
NC
3129
Nexthera Capital
New York
$196M +$25.4M +15% 19.1% 161% 55 63.64%
FCMC
3130
Founders Capital Management (Connecticut)
Connecticut
$196M +$11M +6% 5.73% 88.9% 56 3.57%
WCA
3131
Whetstone Capital Advisors
Kansas
$196M +$9.62M +5% 4.78% 282% 26 38.46%
TC
3132
Tavio Capital
New York
$195M +$89.5M +84% 10.5% 81.4% 8 62.5%
AIA
3133
Arbor Investment Advisors
North Carolina
$195M +$9.47M +5% 6.1% 44.3% 42 11.9%
JCM
3134
Jacobi Capital Management
Pennsylvania
$195M +$31.6M +19% 4.08% 76.6% 756 19.97%
RAM
3135
Redmond Asset Management
Virginia
$195M -$21.5M -10% 4.84% 61.5% 166 16.27%
HWA
3136
HCR Wealth Advisors
California
$195M +$5.93M +3% 6.74% 91% 167 14.97%
NLVP
3137
New Leaf Venture Partners
New York
$195M +$55.6M +40% 14.2% 17.1% 19 36.84%
NI
3138
Nepsis Inc
Minnesota
$195M +$20.6M +12% 9.33% 116% 43 20.93%
PFA
3139
Paradigm Financial Advisors
Missouri
$195M +$12.1M +7% 5.97% 114% 111 9.91%
IFB
3140
iAB Financial Bank
Indiana
$195M +$17.6M +10% 5.86% 22.5% 140 13.57%
EGA
3141
E&G Advisors
Texas
$195M +$26M +15% 4.12% 92.3% 144 16.67%
CCC
3142
Chelsea Counsel Company
California
$195M +$4.33M +2% 5.71% 106% 90 13.33%
SKK
3143
Shepherd Kaplan Krochuk
Massachusetts
$195M -$158M -45% 0.79% 38.5% 317 33.12%
REMPR
3144
Roof Eidam Maycock Peralta (REMP)
California
$194M +$3.06M +2% 4.22% 55.5% 90 21.11%
CPA
3145
Cowen Prime Advisors
New York
$194M +$9.07M +5% 1.57% 116% 202 14.85%
HPWM
3146
Highland Private Wealth Management
Washington
$194M -$356K -0.2% 6.64% 19% 85 20%
ILM
3147
Indigo Latam Management
Arizona
$194M -$15.3M -7% 7.31% 39.3% 1 0%
PVWM
3148
Point View Wealth Management
New Jersey
$194M +$20.2M +12% 3.46% 27% 260 6.54%
FPCP
3149
Fort Point Capital Partners
California
$194M +$10.9M +6% 7.81% 62.2% 123 26.02%
CHP
3150
Cable Hill Partners
Oregon
$194M -$27.4M -12% 3.94% 20.3% 825 18.67%