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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
SWM
3801
Silverlake Wealth Management
Vermont
$449M +$37.4M +9% 2.07% 54.9% 377 13.53%
BIA
3802
Barry Investment Advisors
Massachusetts
$449M +$14.5M +3% 3.94% 57.9% 112 13.39%
TCMP
3803
Thrive Capital Management (Pennsylvania)
Pennsylvania
$449M +$61.3M +16% 1.47% 43.2% 186 14.52%
BI
3804
Bulldog Investors
New Jersey
$449M +$16.9M +4% 0.88% 20.9% 258 37.98%
GAMA
3805
Graticule Asia Macro Advisors
New York
$449M +$11M +3% 2.52% 2 0%
RBCM
3806
Raub Brock Capital Management
California
$449M -$15.8M -3% 1.57% 56.3% 40 2.5%
PT
3807
Plimoth Trust
Massachusetts
$449M +$7.22M +2% 4.52% 94% 173 3.47%
KHCM
3808
Kettle Hill Capital Management
New York
$448M +$3.88M +0.9% 1.33% 24% 62 79.03%
SMI
3809
Shelter Mutual Insurance
Missouri
$448M +$2.39M +0.5% 1.03% 46.6% 58 0%
BMC
3810
Benin Management Corp
Connecticut
$448M +$25.4M +6% 3.52% 76.3% 145 11.03%
FNB
3811
Farmers National Bank
Kentucky
$448M +$26.4M +6% 2.98% 190 11.05%
HA
3812
Herold Advisors
New York
$447M +$16M +4% 3.79% 79.7% 260 9.62%
P8IP
3813
Pier 88 Investment Partners
California
$447M -$86.1M -16% 1.42% 26.8% 124 13.71%
RCP
3814
RIT Capital Partners
United Kingdom
$447M -$261M -37% 3.01% 75.8% 20 75%
EGA
3815
E&G Advisors
Texas
$447M +$17.5M +4% 4.21% 92.3% 238 7.56%
EFG
3816
Everest Financial Group
Minnesota
$447M 4.22% 89
TWG
3817
The Wealth Group
Minnesota
$447M +$14.7M +3% 2.18% 94 12.77%
FPW
3818
Fairvoy Private Wealth
Alabama
$447M +$7.5M +2% 1.18% 203 12.32%
BOA
3819
Birnam Oak Advisors
New York
$447M +$11.1M +3% 12.3% 43 46.51%
3IP
3820
3Chopt Investment Partners
Virginia
$446M +$6.81M +2% 3.28% 116% 243 10.29%
KDA
3821
Kraft Davis & Associates
Missouri
$446M +$35.2M +9% 2.72% 75% 158 12.03%
FFG
3822
Frisch Financial Group
New York
$446M +$16.3M +4% 3.45% 56% 174 16.09%
TC
3823
TownSquare Capital
Utah
$446M -$215M -33% 3.53% 66.1% 384 40.1%
GF
3824
Genworth Financial
Virginia
$446M +$8.62M +2% 1.95% 64% 2 0%
SFWC
3825
Strategic Family Wealth Counselors
New Jersey
$446M +$56.9M +15% 0.87% 60.6% 225 31.56%