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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
CIA
4226
Cascade Investment Advisors
Oregon
$118M +$6.13M +5% 3.66% 71.4% 205 10.24%
CA
4227
Crewe Advisors
Utah
$118M +$10.5M +10% 3.99% 96.1% 281 23.49%
AMAL
4228
Asset Management Advisors LLC
Oklahoma
$118M $0 0% 2.47% 124% 26 0%
SWM
4229
Strategic Wealth Management
Washington
$118M +$5.8M +5% 2.35% 52.8% 24 16.67%
RFO
4230
RiverGlades Family Offices
Florida
$118M +$2.88M +3% 2.38% 74 16.22%
BHBT
4231
Burke & Herbert Bank & Trust
Virginia
$118M +$6.52M +6% 7.92% 67.8% 135 2.96%
KAH
4232
Kathryn A. Hall
$118M -$11.1M -9% 8.24% 95.2% 6 0%
KCM
4233
Kendall Capital Management
Maryland
$117M +$4.26M +4% 3.56% 120% 119 17.65%
KLC
4234
Knowledge Leaders Capital
Colorado
$117M -$16.1M -12% 2.42% 51.6% 42 61.9%
BBP
4235
Banco BTG Pactual
Brazil
$117M -$50.2M -30% 13.1% 134% 64 50%
CAM
4236
Crown Advisors Management
California
$117M -$861K -0.7% 7.2% 284% 51 31.37%
BT
4237
Brandywine Trust
Delaware
$117M +$2.21M +2% 2.68% 32.7% 37 2.7%
EM
4238
Excalibur Management
Massachusetts
$117M -$8.54M -7% 9.67% 81.7% 77 12.99%
PCMC
4239
Paragon Capital Management (Colorado)
Colorado
$117M +$4.57M +4% 9.34% 95.2% 207 7.25%
PP
4240
PDS Planning
Ohio
$117M +$15.4M +15% 4.76% 62.7% 85 22.35%
ROC
4241
River Oaks Capital
Minnesota
$117M -$9.46M -7% 4.38% 55 3.64%
SCM
4242
Stormborn Capital Management
Connecticut
$117M -$41.1M -26% 9.05% 256% 54 79.63%
VBFG
4243
Vishria Bird Financial Group
Tennessee
$117M +$8.79M +8% 6.65% 74.3% 51 7.84%
TCMI
4244
Technology Crossover Management IX
California
$116M -$243M -68% 8.33% 13% 3 66.67%
SWM
4245
Sequoia Wealth Management
Illinois
$116M +$22.2M +24% 4.56% 60 11.67%
FP
4246
Factorial Partners
New York
$116M +$4.54M +4% 3.76% 80.1% 109 18.35%
ASA
4247
Armstrong Shaw Associates
Connecticut
$116M +$6.06M +5% 7.28% 51.2% 43 2.33%
OH
4248
Oikos Holdings
New York
$116M -$48.1M -29% 18.8% 5.54% 10 20%
VCA
4249
VIEX Capital Advisors
Florida
$116M -$3.56M -3% 16.3% 30.6% 30 56.67%
TA
4250
Tiptree Advisors
New York
$116M -$84.2M -42% 0.82% 22 45.45%