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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
HWA
4376
Hillcrest Wealth Advisors
New Jersey
$114M +$6.29M +6% 12.2% 55% 43 6.98%
ARMT
4377
Amica Retiree Medical Trust
Rhode Island
$114M +$8.77M +8% 13.8% 368 9.24%
BA
4378
Bennicas & Associates
California
$114M +$5.23M +5% 10.1% 40.3% 88 7.95%
OFG
4379
OmniStar Financial Group
North Carolina
$114M +$15.7M +16% 12.9% 60.9% 117 23.08%
KMWM
4380
Keudell/Morrison Wealth Management
Oregon
$114M 13.3% 139
BT
4381
Brandywine Trust
Delaware
$114M +$10.5M +10% 10.8% 11.9% 38 7.89%
NSB
4382
Norway Savings Bank
Maine
$114M +$11.6M +11% 11.4% 101% 253 4.35%
SCM
4383
Shoals Capital Management
Virginia
$114M -$75.4M -40% 18.8% 24 66.67%
A
4384
Apoletto
British Virgin Islands
$113M +$38.3M +51% 60.1% 192% 5 20%
JHCP
4385
Jackson Hole Capital Partners
Oklahoma
$113M +$18.2M +19% 12.7% 71.4% 161 15.53%
HAM
4386
Hammer Asset Management
California
$113M +$10.7M +10% 10.9% 47 2.13%
BHBT
4387
Burke & Herbert Bank & Trust
Virginia
$113M +$11.6M +11% 11.8% 52.7% 129 5.43%
MRI
4388
Mad River Investors
Massachusetts
$113M +$22.4M +25% 26.8% 206% 29 3.45%
ADBIC
4389
A.D. Beadell Investment Counsel
Wisconsin
$113M +$11.5M +11% 10.2% 74.9% 89 13.48%
WA1
4390
Wimmer Associates 1
California
$113M +$11.8M +12% 13% 69.4% 103 2.91%
WSL
4391
Western Standard LLC
California
$113M +$5.44M +5% 9.02% 68.9% 49 36.73%
DMC
4392
Drexel Morgan & Co
Pennsylvania
$113M +$12.7M +13% 11.3% 42% 90 3.33%
MS
4393
Maven Securities
Jersey
$113M -$55.4M -33% 16.3% 103% 122 83.61%
VCA
4394
VIEX Capital Advisors
Florida
$113M -$2.22M -2% 3.76% 30.6% 30 66.67%
TVWM
4395
Tower View Wealth Management
Wisconsin
$113M +$15.9M +16% 14.5% 132% 151 12.58%
MI
4396
M3F Inc
Utah
$113M +$4.21M +4% 6.38% 146% 44 38.64%
PFA
4397
Pinnacle Family Advisors
Missouri
$112M -$36.3M -24% 10.8% 77.3% 80 35%
TCM
4398
Tieton Capital Management
Washington
$112M +$23.4M +26% 18.2% 154% 33 18.18%
KHLMTHM
4399
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$112M +$12.3M +12% 15.8% 64.1% 63 39.68%
WCM
4400
Wisconsin Capital Management
Wisconsin
$112M +$17.8M +19% 22.1% 127% 52 11.54%