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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
BHBT
3701
Burke & Herbert Bank & Trust
Virginia
$88.9M -$4.99M -5% 6.75% 67.8% 111 11.71%
NEPPG
3702
New England Professional Planning Group
Rhode Island
$88.3M +$12.1M +16% 4.82% 59% 52 26.92%
AT
3703
Argent Trust
Texas
$88.1M -$14M -14% 8.54% 25.8% 130 26.15%
PCM
3704
Princeton Capital Management
New Jersey
$88.1M -$10.6M -11% 7.73% 180% 93 19.35%
TIA
3705
Trust Investment Advisors
Indiana
$88.1M -$10.3M -11% 8.07% 167% 112 27.68%
LA
3706
LBN Advisers
Hong Kong
$88M -$23.9M -21% 25.4% 8 37.5%
ARCT
3707
Anne Ray Charitable Trust
Minnesota
$87.9M -$118M -57% 23.2% 31% 3 0%
CI
3708
Capital Innovations
Wisconsin
$87.9M -$15.8M -15% 13.8% 105 32.38%
CNFG
3709
Creegan & Nassoura Financial Group
New Hampshire
$87.7M -$8.31M -9% 10% 52.6% 79 5.06%
DA
3710
Dunvegan Associates
California
$87.7M -$2.7M -3% 8.15% 212 7.08%
SIAM
3711
Sterling Investment Advisors (Missouri)
Missouri
$87.5M -$6.7M -7% 6.89% 37.8% 30 10%
MMI
3712
Metalmark Management II
New York
$87.4M -$77.5M -47% 47.1% 81.7% 1 0%
PAWC
3713
P.A.W. Capital
Connecticut
$87.2M -$11.9M -12% 11.2% 54.6% 72 20.83%
LFFS
3714
La Francaise Forum Securities
Connecticut
$87M -$35.5M -29% 2.48% 29.8% 47 6.38%
SIAS
3715
Shine Investment Advisory Services
Colorado
$86.9M +$15.7M +22% 8.68% 29% 32 43.75%
CC
3716
Consector Capital
New York
$86.9M -$43.7M -33% 6.64% 0.05% 31 41.94%
OP
3717
Osmium Partners
California
$86.8M -$39.7M -31% 20.5% 28.4% 23 21.74%
PIM
3718
Progressive Investment Management
Oregon
$86.6M -$4.24M -5% 6.48% 126% 78 17.95%
BPAMSD
3719
BTG Pactual Asset Management SA DTVM
Brazil
$86.5M -$32.7M -27% 2.49% 18 50%
OF
3720
Orbis Financial
British Virgin Islands
$86.4M -$47.7M -36% 35.2% 2 0%
CCS
3721
Crosspoint Capital Strategies
California
$86.2M -$266M -76% 8.63% 1,014 60.36%
HC
3722
Hurley Capital
New York
$86.1M +$3.74M +5% 16% 21 4.76%
TSBJ
3723
Trevor, Stewart, Burton & Jacobsen
New York
$86.1M -$26.2M -23% 10.6% 57 19.3%
ATIA
3724
American Trust Investment Advisors
New Hampshire
$86M -$14.4M -14% 8.29% 91% 83 27.71%
DCM
3725
DG Capital Management
New York
$86M -$27.1M -24% 18.4% 76.7% 21 28.57%