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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
BBA
4176
Braun-Bostich & Associates
Pennsylvania
$118M 3.16% 59.5% 314
AWA
4177
Artemis Wealth Advisors
New York
$118M +$3.94M +3% 6.29% 174% 29 10.34%
CP
4178
Covalent Partners
Massachusetts
$118M -$29.4M -20% 5.87% 36.6% 28 25%
CCC
4179
Cincinnati Casualty Company
Ohio
$118M +$1.38M +1% 6.25% 56% 27 7.41%
BT
4180
Brandywine Trust
Delaware
$118M +$5.99M +5% 5.95% 32.7% 36 5.56%
PCM
4181
Poehling Capital Management
Wisconsin
$118M 5.02% 70.9% 303
ACM
4182
Aubrey Capital Management
United Kingdom
$118M 6.48% 296% 29
II
4183
Inspire Investing
Idaho
$118M 3.67% 108% 931
LCM
4184
Lee Capital Management
New York
$118M -$5.88M -5% 4.73% 90 31.11%
USG2
4185
Union Square GP 2008
New York
$117M 7.45% 1
FP
4186
FDO Partners
Massachusetts
$117M -$133M -53% 1.73% 293 75.43%
EI
4187
EDMP Inc
Florida
$117M +$6.19M +6% 6.64% 71.6% 66 3.03%
TA
4188
Townsend & Associates
Colorado
$117M 5.26% 54.1% 190
LCC
4189
Lincoln Capital Corp
Rhode Island
$117M +$5.26M +5% 2.84% 73.9% 54 24.07%
AIA
4190
Arcadia Investment Advisors
Idaho
$117M 4.31% 51.4% 71
SPL
4191
Smart Portfolios LLC
Washington
$117M +$12.9M +12% 1.18% 41.3% 29 58.62%
IBOK
4192
Independence Bank of Kentucky
Kentucky
$117M 6.33% 80.6% 330
VCM
4193
Venator Capital Management
Ontario, Canada
$117M +$20.2M +21% 6.29% 154% 40 35%
UWM
4194
USAdvisors Wealth Management
Minnesota
$117M 4.16% 55% 64
SHA
4195
Seneca House Advisors
Virginia
$117M 4.06% 58.2% 95
UBG
4196
United Bank (Georgia)
Georgia
$117M +$10.2M +10% 6% 81.2% 76 13.16%
BHBT
4197
Burke & Herbert Bank & Trust
Virginia
$117M +$6.15M +6% 6.73% 67.8% 138 5.07%
DBRC
4198
D.B. Root & Company
Pennsylvania
$117M 6.16% 57.3% 109
IVMX
4199
Institutional Venture Management XV
California
$117M 5.07% 116% 5
EU
4200
Emory University
Georgia
$117M -$9.81M -8% 3.22% 61 42.62%