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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
3451
Roberts, Glore & Co
Illinois
$306M +$25.4M +9% 11.1% 72.3% 189 8.99%
IPW
3452
Inlet Private Wealth
Florida
$306M +$49.2M +19% 16.2% 100% 131 9.16%
CNBTD
3453
Citizens National Bank Trust Department
Mississippi
$306M +$49M +19% 13.1% 114% 135 14.81%
BGDI
3454
BW Gestao de Investimentos
Brazil
$306M +$79.4M +35% 14.5% 95.1% 45 60%
HC
3455
HNP Capital
New York
$306M +$32.6M +12% 9.15% 52.4% 142 14.08%
SMA
3456
Sage Mountain Advisors
Georgia
$305M 14.9% 62.5% 270
VM
3457
Venator Management
Pennsylvania
$305M 20.1% 101% 35
TFCM
3458
Taylor Frigon Capital Management
Arizona
$305M +$77.6M +34% 37.5% 131% 93 3.23%
HCM
3459
Huber Capital Management
California
$305M +$33.3M +12% 28.2% 70.4% 89 8.99%
BA
3460
BCM Advisors
Louisiana
$304M +$33.3M +12% 6.02% 59.3% 55 5.45%
TAS
3461
TIFF Advisory Services
Pennsylvania
$304M +$98.4M +48% 14.4% 85.9% 25 60%
RAM
3462
RJA Asset Management
Connecticut
$304M 3.13% 80.2% 3
PCH
3463
PGIM Custom Harvest
New Jersey
$304M 16.9% 78.2% 185
NAM
3464
Nexpoint Asset Management
Texas
$304M -$138M -31% 21.6% 253% 203 51.72%
SCM
3465
Schnieders Capital Management
California
$304M +$37.4M +14% 11.7% 103% 175 14.29%
FNBOH
3466
First National Bank of Hutchinson
Kansas
$304M +$69.1M +29% 14.4% 121% 108 18.52%
RHFI
3467
Reilly Herbert Faulkner III
$304M +$29.3M +11% 8.95% 80.6% 53 1.89%
BLAM
3468
Bourne Lent Asset Management
New York
$304M +$43.1M +17% 20% 76.1% 62 14.52%
CAM
3469
Covenant Asset Management
New Jersey
$304M -$8.55M -3% 15.2% 158% 141 16.31%
MMG
3470
Monetary Management Group
Missouri
$303M +$22.8M +8% 11.4% 138% 324 10.8%
PBPIA
3471
Pivotal bioVenture Partners Investment Advisor
California
$303M 5.19% 667% 9
TFM
3472
Trimaran Fund Management
New York
$303M +$31.8M +12% 11.7% 82.8% 1 0%
PAG
3473
Private Advisory Group
Washington
$303M +$54.3M +22% 11.9% 177% 138 44.2%
ERWM
3474
Elk River Wealth Management
Colorado
$303M 14.1% 81.8% 119
JBA
3475
Johnson Bixby & Associates
Washington
$302M 8.7% 44.1% 77