We are live on ! Find out more

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
BRA
3426
Bender Robert & Associates
California
$352M +$41.1M +13% 14.4% 98.1% 57 19.3%
PTB
3427
Pioneer Trust Bank
Oregon
$352M +$2.06M +0.6% 7.21% 61.4% 76 10.53%
KMC
3428
Kirr Marbach & Co
Indiana
$352M +$6.19M +2% 4.98% 135% 64 15.63%
DBIA
3429
Dumont & Blake Investment Advisors
New Jersey
$352M +$25.8M +8% 6.53% 59.4% 209 3.35%
GAM
3430
Gould Asset Management
California
$351M +$23.8M +7% 5.96% 37.6% 158 6.33%
CFO
3431
CVA Family Office
Colorado
$351M +$87.9M +33% 5.93% 57.4% 1,000 25.5%
B
3432
Bridgeworth
Alabama
$351M +$34.5M +11% 5.77% 19.3% 139 13.67%
SI
3433
Symmetry Investments
Jersey
$351M -$62.9M -15% 9.3% 140% 131 73.28%
TAS
3434
TIFF Advisory Services
Pennsylvania
$351M +$22M +7% 5.91% 85.9% 25 40%
OL
3435
Optas LLC
Texas
$351M +$31.6M +10% 8.62% 118% 153 10.46%
VFM
3436
Viking Fund Management
North Dakota
$350M +$15.2M +5% 6.52% 104% 124 13.71%
HCA
3437
Hyperion Capital Advisors
New York
$350M +$40.5M +13% 8.82% 67.8% 47 6.38%
MCM
3438
Monarch Capital Management
Indiana
$350M +$12.7M +4% 4.15% 65% 112 2.68%
CC
3439
Cartenna Capital
Connecticut
$350M +$132M +60% 6.77% 125% 59 84.75%
HJIM
3440
Henry James International Management
New York
$350M +$17.8M +5% 6.09% 123% 171 10.53%
CNBTD
3441
Citizens National Bank Trust Department
Mississippi
$349M +$20.4M +6% 6.03% 114% 142 4.93%
IFS
3442
Ifrah Financial Services
Arkansas
$349M +$16.8M +5% 5.14% 61.7% 223 13.45%
PWA
3443
Physician Wealth Advisors
Utah
$349M +$41.8M +14% 6.52% 71.3% 156 11.54%
CWP
3444
Concord Wealth Partners
Virginia
$349M +$52M +18% 4.05% 66% 1,129 16.83%
ANB
3445
Amarillo National Bank
Texas
$349M -$44.9M -11% 6.7% 56.3% 101 7.92%
P8IP
3446
Pier 88 Investment Partners
California
$348M +$53.3M +18% 3.69% 27% 118 11.86%
ACM
3447
Alight Capital Management
New York
$348M -$36.9M -10% 9.16% 311% 78 58.97%
EEP
3448
Edgehill Endowment Partners
Connecticut
$348M +$45.5M +15% 3.47% 11.6% 7 14.29%
NQWM
3449
Northwest Quadrant Wealth Management
Oregon
$347M +$23.6M +7% 5.23% 36.7% 66 6.06%
RPA
3450
Rock Point Advisors
Vermont
$347M +$26.2M +8% 4.77% 64.6% 101 5.94%