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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
RGC
3376
Roberts, Glore & Co
Illinois
$306M +$25.4M +9% 11.1% 59.4% 189 8.99%
IPW
3377
Inlet Private Wealth
Florida
$306M +$49.2M +19% 16.2% 77.6% 131 9.16%
CNBTD
3378
Citizens National Bank Trust Department
Mississippi
$306M +$49M +19% 13.1% 114% 135 14.81%
BGDI
3379
BW Gestao de Investimentos
Brazil
$306M +$79.4M +35% 14.5% 69.8% 45 60%
HC
3380
HNP Capital
New York
$306M +$32.6M +12% 9.15% 52.4% 142 14.08%
SMA
3381
Sage Mountain Advisors
Georgia
$305M 14.9% 57.2% 270
VM
3382
Venator Management
Pennsylvania
$305M 20.1% 115% 35
TFCM
3383
Taylor Frigon Capital Management
Arizona
$305M +$77.6M +34% 37.5% 131% 93 3.23%
HCM
3384
Huber Capital Management
California
$305M +$33.3M +12% 28.2% 63.9% 89 8.99%
BA
3385
BCM Advisors
Louisiana
$304M +$33.3M +12% 6.02% 59.3% 55 5.45%
TAS
3386
TIFF Advisory Services
Pennsylvania
$304M +$98.4M +48% 14.4% 85.9% 25 60%
PCH
3387
PGIM Custom Harvest
New Jersey
$304M 16.9% 60.9% 185
NAM
3388
Nexpoint Asset Management
Texas
$304M -$138M -31% 21.6% 209% 203 51.72%
SCM
3389
Schnieders Capital Management
California
$304M +$37.4M +14% 11.7% 103% 175 14.29%
FNBOH
3390
First National Bank of Hutchinson
Kansas
$304M +$69.1M +29% 14.4% 94.8% 108 18.52%
RHFI
3391
Reilly Herbert Faulkner III
$304M +$29.3M +11% 8.95% 80.6% 53 1.89%
BLAM
3392
Bourne Lent Asset Management
New York
$304M +$43.1M +17% 20% 76.1% 62 14.52%
CAM
3393
Covenant Asset Management
New Jersey
$304M -$8.55M -3% 15.2% 158% 141 16.31%
MMG
3394
Monetary Management Group
Missouri
$303M +$22.8M +8% 11.4% 99.8% 324 10.8%
TFM
3395
Trimaran Fund Management
New York
$303M +$31.8M +12% 11.7% 82.8% 1 0%
PAG
3396
Private Advisory Group
Washington
$303M +$54.3M +22% 11.9% 134% 138 44.2%
ERWM
3397
Elk River Wealth Management
Colorado
$303M 14.1% 68% 119
JBA
3398
Johnson Bixby & Associates
Washington
$302M 8.7% 44.1% 77
IAM
3399
Infusive Asset Management
New York
$302M 16.7% 40.1% 73
ISB
3400
Iowa State Bank
Iowa
$302M +$43.6M +17% 11.6% 76% 127 8.66%