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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
CBTWT
3201
Community Bank & Trust (Waco, Texas)
Texas
$228M +$21.3M +10% 13.6% 76.6% 139 5.04%
MIC
3202
Means Investment Company
Maine
$228M +$47M +26% 14.2% 79.7% 137 12.41%
CVSCT
3203
C.V. Starr & Co Trust
New York
$228M +$35.6M +19% 16.4% 51.7% 31 19.35%
EGA
3204
E&G Advisors
Texas
$228M +$6.4M +3% 11.1% 92.3% 192 9.38%
CWM
3205
Chesapeake Wealth Management
Virginia
$227M +$25.5M +13% 10.7% 57.5% 200 20.5%
TWA
3206
TCI Wealth Advisors
Arizona
$227M +$21M +10% 13% 54.5% 1,653 14.22%
WAG
3207
Winthrop Advisory Group
Massachusetts
$227M +$30.6M +16% 10.2% 70.4% 97 15.46%
FNBOMD
3208
First National Bank of Mount Dora
Florida
$227M +$26.7M +13% 12% 84.5% 107 16.82%
TF
3209
TimeScale Financial
Massachusetts
$227M +$54.2M +31% 10.3% 31.3% 93 9.68%
WKWM
3210
Walter & Keenan Wealth Management
Indiana
$227M +$5.01M +2% 11.2% 79.9% 167 14.37%
KM
3211
Kora Management
New York
$227M +$70M +45% 57.1% 197% 7 0%
RGIA
3212
Rainier Group Investment Advisory
Washington
$227M +$12M +6% 13.7% 41.4% 41 19.51%
CC
3213
Cedar Capital
Illinois
$227M +$29.4M +15% 15.9% 98% 164 18.29%
BWM
3214
Brickley Wealth Management
California
$227M +$22.8M +11% 9.73% 62.6% 41 7.32%
HCA
3215
Harbour Capital Advisors
Virginia
$226M +$25.1M +12% 14.2% 161% 219 15.07%
FSA
3216
Financial Sense Advisors
California
$226M +$68M +43% 7.46% 149% 63 34.92%
MPEM
3217
Marathon Partners Equity Management
New York
$226M +$12.7M +6% 15.9% 21 28.57%
VR
3218
Viridian RIA
Washington
$226M +$25.8M +13% 12.5% 63.1% 56 16.07%
EGI
3219
EAM Global Investors
California
$226M +$43.2M +24% 46.5% 2,492% 182 62.64%
ACM
3220
Aquilo Capital Management
California
$226M +$19.3M +9% 48.8% 6.84% 17 35.29%
IWA
3221
Inspirion Wealth Advisors
Illinois
$226M +$25.5M +13% 12% 47% 76 5.26%
CIA
3222
Capital Impact Advisors
Massachusetts
$226M -$8.34M -4% 21.5% 125 3.2%
HC
3223
Hillman Company
Pennsylvania
$226M +$859K +0.4% 31.1% 134% 15 33.33%
BC
3224
Brio Consultants
California
$226M +$30.9M +16% 10.8% 35.6% 72 12.5%
BI
3225
Bulldog Investors
New Jersey
$225M -$41.5M -16% 6.94% 20.9% 185 35.14%