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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
YEPV
3451
Yorktown Energy Partners VIII
New York
$195M +$7.71M +4% 8.95% 15.2% 3 0%
JAM
3452
JW Asset Management
Florida
$195M +$59M +43% 41.1% 126% 19 15.79%
AAM
3453
Arabesque Asset Management
United Kingdom
$195M +$92.6M +91% 22.3% 122% 111 48.65%
BW
3454
Biegel & Waller
Maryland
$194M +$25.2M +15% 12.5% 28.2% 79 10.13%
HWM
3455
Holloway Wealth Management
Florida
$194M +$13.8M +8% 8.96% 50.7% 220 0%
BOS
3456
Bank of Stockton
California
$194M +$29.4M +18% 12.5% 59.8% 110 15.45%
LA
3457
Lau Associates
Delaware
$194M +$14M +8% 10.6% 44.5% 104 17.31%
CIC
3458
Chase Investment Counsel
Virginia
$194M +$26.7M +16% 20.5% 262% 113 34.51%
PCA
3459
Prospect Capital Advisors
California
$194M +$25.7M +15% 23.9% 136% 32 37.5%
CB
3460
CNB Bank
Pennsylvania
$194M +$37.2M +24% 11.9% 79.1% 402 20.65%
SIRP
3461
Shelter Insurance Retirement Plan
Missouri
$194M +$15.6M +9% 11.4% 51.1% 46 6.52%
CCM
3462
Crossvault Capital Management
Texas
$194M +$17.8M +10% 14.3% 56.4% 83 15.66%
IF
3463
Ironwood Financial
Arizona
$193M +$15.3M +9% 8.37% 48.8% 395 4.05%
CCA
3464
Cruiser Capital Advisors
Connecticut
$193M +$41.3M +27% 9.6% 131% 49 51.02%
ITIM
3465
Indiana Trust & Investment Management
Indiana
$193M +$14.1M +8% 7.87% 104% 124 11.29%
CPA
3466
Cowen Prime Advisors
New York
$193M +$27M +16% 21.6% 116% 197 21.83%
HWCM
3467
Hudson Way Capital Management
Texas
$193M +$21.7M +13% 21.3% 57.5% 19 47.37%
FAM
3468
Foresters Asset Management
Ontario, Canada
$193M +$12.9M +7% 14.4% 55.6% 56 12.5%
SNB
3469
Security National Bank
Nebraska
$193M +$32.4M +20% 12.4% 113% 75 17.33%
GWMIA
3470
Global Wealth Management Investment Advisory
Florida
$193M +$20.7M +12% 10% 59.2% 801 18.48%
WCA
3471
Westover Capital Advisors
Delaware
$193M +$32.7M +20% 11.9% 117% 136 23.53%
OPTFSNA
3472
Old Point Trust & Financial Services N A
Virginia
$192M +$22.9M +13% 13.3% 67.6% 71 5.63%
SCM
3473
Shah Capital Management
North Carolina
$192M +$22.8M +13% 31.8% 225% 16 18.75%
BSWM
3474
Boston Standard Wealth Management
Massachusetts
$192M +$24.1M +14% 9.6% 42.9% 33 15.15%
MCM
3475
Maytus Capital Management
New York
$192M +$8.35M +5% 22.2% 267% 69 69.57%