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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
AL
3901
AIP LLC
New York
$141M -$272M -66% 65.9% 54.9% 1 0%
BI
3902
Ballast Inc
Kentucky
$141M -$40.4M -22% 19.9% 66% 102 15.69%
BWI
3903
Beacon Wealthcare Inc
North Carolina
$141M -$4.31M -3% 7.66% 31.6% 11 9.09%
QWM
3904
Quaker Wealth Management
New Jersey
$141M -$27.4M -16% 13.1% 54 31.48%
GCM
3905
Gibraltar Capital Management
Oklahoma
$141M -$25.9M -16% 20.3% 56.6% 56 33.93%
ITIM
3906
Indiana Trust & Investment Management
Indiana
$141M -$38.9M -22% 9.85% 104% 119 11.76%
BIA
3907
BHK Investment Advisors
Alabama
$140M -$35M -20% 19.1% 54.6% 64 20.31%
WRM
3908
Weybosset Research & Management
Rhode Island
$140M -$50.9M -27% 19.8% 73.4% 59 11.86%
ROC
3909
Robertson Opportunity Capital
Texas
$140M -$54.5M -28% 28.4% 93.4% 27 7.41%
AFA
3910
Arlington Financial Advisors
California
$140M -$39.4M -22% 18.6% 60.7% 66 42.42%
CH
3911
Canton Hathaway
Rhode Island
$140M -$54.2M -28% 18.2% 84.7% 208 38.46%
WFG
3912
Wills Financial Group
Virginia
$140M -$33.7M -19% 14.1% 57.5% 62 24.19%
HAFS
3913
Hapanowicz & Associates Financial Services
Pennsylvania
$140M -$25.2M -15% 13.7% 58.5% 23 21.74%
ESB
3914
Essex Savings Bank
Connecticut
$140M -$55.7M -28% 19.4% 84.5% 176 18.18%
RCF
3915
Rainwater Charitable Foundation
Texas
$140M -$58.5M -29% 21.6% 40.2% 5 40%
BHTS
3916
Bar Harbor Trust Services
Maine
$140M -$111M -44% 15.3% 86.4% 132 33.33%
FEM
3917
Fulcrum Equity Management
Texas
$140M -$51.2M -27% 0.33% 110% 96 56.25%
AWW
3918
Alan W. Weber
$140M -$105M -43% 40.6% 192% 86 11.63%
PEA
3919
Pacific Edge Advisors
California
$140M -$24M -15% 21.1% 31.3% 48 31.25%
FUBT
3920
First United Bank & Trust
Maryland
$140M -$33.6M -19% 17.6% 69.2% 132 17.42%
MI
3921
M3F Inc
Utah
$140M +$11.8M +9% 36.3% 176% 46 26.09%
SP
3922
SWS Partners
Ohio
$140M 18.8% 112% 111
CG
3923
Cynosure Group
Utah
$140M -$47.9M -26% 22% 56.8% 80 30%
LRIC
3924
Long Road Investment Counsel
Michigan
$140M -$29.5M -17% 20.2% 53.8% 67 5.97%
WPP
3925
Whalerock Point Partners
Rhode Island
$140M -$48.3M -26% 17.5% 103% 152 26.32%