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 Avg Holding
Period (Yrs)
THWM
4201
Taylor Hoffman Wealth Management
Virginia
$116M +$6.25M +6% 2.8% 47.8% 447 9.4% 0.5
RA
4202
Raffles Associates
New York
$115M +$22M +24% 10.6% 50% 54 35.19% 1.9
SAM
4203
Seelaus Asset Management
New Jersey
$115M -$1.26M -1% 3.97% 134% 200 18.5% 0.4
SWM
4204
Sanctuary Wealth Management
Idaho
$115M -$3.54M -3% 2.23% – 21 23.81% 0.4
OCM
4205
Orser Capital Management
Texas
$115M +$7.04M +7% 5.17% 128% 106 27.36% 0.4
RFO
4206
RiverGlades Family Offices
Florida
$115M -$10.6M -8% 0.33% – 81 17.28% 0.4
BT
4207
Brandywine Trust
Delaware
$115M +$2.15M +2% 4.02% 32.7% 36 5.56% 3
ARMT
4208
Amica Retiree Medical Trust
Rhode Island
$115M +$323K +0.3% 3.09% – 364 9.07% 2.6
BA
4209
Baugh & Associates
Georgia
$115M -$9.44M -8% 2.85% 83.8% 42 4.76% 0.5
ACM
4210
AUA Capital Management
Pennsylvania
$115M -$3.18M -3% 1.37% 61.4% 205 10.24% 1.4
SRCM
4211
Swift Run Capital Management
Virginia
$114M -$25.2M -18% 1.32% 9.9% 51 29.41% 2.7
ACM
4212
Akanthos Capital Management
California
$114M +$8.42M +8% 7.96% 1.86% 23 47.83% 0.9
PCM
4213
Poehling Capital Management
Wisconsin
$114M -$9.59M -8% 0.87% 70.9% 344 21.51% 0.4
HAM
4214
Hammer Asset Management
California
$114M – – 3.26% – 41 – 0
BMCM
4215
Bryn Mawr Capital Management
Pennsylvania
$114M +$3.96M +4% 3.17% 71.4% 93 8.6% 1
AFC
4216
AFT Forsyth & Company
Florida
$114M +$6.86M +6% 3.69% 135% 145 8.97% 3.4
RCF
4217
Rainwater Charitable Foundation
Texas
$114M -$4.26M -4% 2.42% 40.2% 1 0% 0.5
FCMT
4218
Founders Capital Management (Texas)
Texas
$114M -$4.83M -4% 4.07% 131% 364 17.31% 1.1
CAM
4219
Chandler Asset Management
California
$114M -$1.46M -1% 1.82% 35.6% 31 48.39% 0.5
SPI
4220
Santori & Peters Inc
Pennsylvania
$114M +$4.18M +4% 10.2% 88% 55 18.18% 0.5
MA
4221
Mangham Associates
Virginia
$114M -$311K -0.3% 2% 24.4% 6 33.33% 0.5
NCM
4222
Northstar Capital Management
New York
$114M +$5.54M +5% 7.42% – 94 12.77% 0.5
CWSR
4223
Chessman Wealth Strategies RIA
Texas
$114M +$34.2M +43% 0.7% – 34 35.29% 0.3
RMSCM
4224
R.M. Sincerbeaux Capital Management
New York
$114M +$6.81M +6% 3.75% 76.4% 56 8.93% 3.7
EF
4225
Exeter Financial
Arizona
$113M -$3.03M -3% 0.96% 59.1% 70 5.71% 0.5