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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
BHTS
3751
Bar Harbor Trust Services
Maine
$140M -$111M -44% 15.3% 86.4% 132 33.33%
FEM
3752
Fulcrum Equity Management
Texas
$140M -$51.2M -27% 0.33% 110% 96 56.25%
AWW
3753
Alan W. Weber
$140M -$105M -43% 40.6% 192% 86 11.63%
PEA
3754
Pacific Edge Advisors
California
$140M -$24M -15% 21.1% 31.3% 48 31.25%
FUBT
3755
First United Bank & Trust
Maryland
$140M -$33.6M -19% 17.6% 69.2% 132 17.42%
MI
3756
M3F Inc
Utah
$140M +$11.8M +9% 36.3% 146% 46 26.09%
CG
3757
Cynosure Group
Utah
$140M -$47.9M -26% 22% 48.9% 80 30%
LRIC
3758
Long Road Investment Counsel
Michigan
$140M -$29.5M -17% 20.2% 50.3% 67 5.97%
WPP
3759
Whalerock Point Partners
Rhode Island
$140M -$48.3M -26% 17.5% 92.1% 152 26.32%
MWM
3760
Minot Wealth Management
Massachusetts
$140M -$79.7M -36% 12.8% 139 28.78%
E
3761
EnerVest
Texas
$140M -$299M -68% 68.2% 20.5% 1 0%
AIP
3762
Ahrens Investment Partners
Louisiana
$139M -$101M -42% 18.3% 82.3% 180 31.67%
SRC
3763
Sage Rhino Capital
California
$139M -$36.5M -21% 18.3% 71.6% 169 21.89%
SGMP
3764
Spark Growth Management Partners
Massachusetts
$139M +$25.7M +23% 19.4% 1 0%
WCAMG
3765
Woodard & Company Asset Management Group
North Carolina
$139M -$26.9M -16% 18.1% 65.2% 95 31.58%
HWA
3766
Heritage Way Advisors
Illinois
$139M -$33.6M -19% 20.7% 79.4% 73 34.25%
MCM
3767
Monument Capital Management
Virginia
$139M -$56.9M -29% 15.9% 160% 86 22.09%
PCMK
3768
Paragon Capital Management (Kansas)
Kansas
$139M -$46.1M -25% 14.7% 75.8% 193 74.61%
TA
3769
TRB Advisors
New York
$139M -$97M -41% 12.8% 42.3% 12 8.33%
HCM
3770
Highlander Capital Management
New Jersey
$139M -$34.5M -20% 17.9% 34.4% 684 12.87%
PI
3771
Pettee Investors
Connecticut
$139M -$36.1M -21% 17.4% 66.9% 116 10.34%
SIC
3772
Starr International Company
Switzerland
$139M -$64.8M -32% 29.5% 26.1% 33 12.12%
JWBC
3773
John W. Brooker & Co
California
$139M -$17.6M -11% 10.7% 38.4% 183 15.85%
FLI
3774
Family Legacy Inc
South Carolina
$139M -$37M -21% 18.3% 69.1% 120 9.17%
IP
3775
Investment Partners
Ohio
$139M -$9.48M -6% 17.6% 58.7% 156 25%