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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
EM
3851
Excalibur Management
Massachusetts
$112M -$734K -0.7% 1.14% 68.9% 72 4.17%
SF
3852
Schooner Foundation
Massachusetts
$112M -$8.38M -7% 3.57% 13.8% 2 0%
PWS
3853
Paragon Wealth Strategies
Florida
$112M -$10.2M -8% 2.59% 59.8% 28 7.14%
AFM
3854
Abbot Financial Management
Massachusetts
$112M 3.1% 80.5% 97
TIA
3855
Tiemann Investment Advisors
California
$111M +$3.5M +3% 3.27% 64.1% 168 8.33%
MGIA
3856
Matthew Goff Investment Advisor
Texas
$111M +$6.86M +7% 3.04% 79.9% 38 7.89%
WOA
3857
Water Oak Advisors
Florida
$111M +$23.9M +27% 3.44% 12.9% 18 27.78%
SCM
3858
SkyTop Capital Management
New Jersey
$111M -$39.1M -26% 6.46% 50.2% 31 77.42%
RSA
3859
Robertson Stephens Advisors
California
$111M -$736K -0.7% 2.94% 91 24.18%
ACM
3860
AUA Capital Management
Pennsylvania
$111M +$11.2M +11% 2.25% 53.5% 219 15.53%
EPIM
3861
Equinox Partners Investment Management
Connecticut
$111M +$15.4M +16% 0.35% 284% 9 22.22%
PI
3862
Pachira Investments
California
$111M +$1.36M +1% 1.57% 72.6% 9 22.22%
BCFS
3863
Butensky & Cohen Financial Security
Florida
$111M +$1.67M +2% 1.21% 72.2% 136 5.15%
RMSCM
3864
R.M. Sincerbeaux Capital Management
New York
$111M +$3.37M +3% 2.16% 65.9% 54 1.85%
WA
3865
Wheatland Advisors
Pennsylvania
$111M -$1.04M -0.9% 1.13% 30.5% 94 4.26%
BIMC
3866
Benson Investment Management Company
Virginia
$111M +$9.4M +9% 2.55% 91.6% 101 20.79%
LFWA
3867
LBJ Family Wealth Advisors
Texas
$111M +$5.31M +5% 3.22% 59% 17 0%
PIM
3868
Profit Investment Management
Maryland
$111M -$12.6M -10% 4.8% 101% 101 14.85%
BCIM
3869
Bishop & Co Investment Management
Pennsylvania
$110M +$836K +0.8% 2.55% 47.6% 17 11.76%
BP
3870
Bandera Partners
New York
$110M +$5.99M +6% 10.4% 27.6% 14 14.29%
IP
3871
Investment Partners
Ohio
$110M +$6.17M +6% 1.8% 58.7% 121 10.74%
BHBT
3872
Burke & Herbert Bank & Trust
Virginia
$110M -$1.81M -2% 2.02% 52.7% 140 6.43%
CSUI
3873
Cincinnati Specialty Underwriters Insurance
Ohio
$110M +$2.76M +3% 3% 110% 33 6.06%
SIAM
3874
Sterling Investment Advisors (Missouri)
Missouri
$110M +$5.14M +5% 2.44% 37.8% 26 3.85%
NWM
3875
Northwest Wealth Management
Iowa
$110M +$1.48M +1% 0.86% 63.4% 98 8.16%