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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
SA
4501
Shilanski & Associates
Alaska
$130M +$6.06M +5% 7.08% 84.2% 104 27.88%
BHBT
4502
Burke & Herbert Bank & Trust
Virginia
$130M +$16.8M +15% 7.89% 52.7% 139 13.67%
BAM
4503
Bellevue Asset Management
Washington
$130M 9.47% 51% 549
ARMT
4504
Amica Retiree Medical Trust
Rhode Island
$130M +$4.25M +3% 7.86% 353 15.01%
RCM
4505
Rain Capital Management
Oregon
$129M +$4.24M +3% 3.11% 18.2% 31 0%
CAM
4506
Caprin Asset Management
Virginia
$129M -$987K -0.8% 0.08% 7.87% 18 0%
HI
4507
Harrington Investments
California
$129M +$7.81M +6% 8.93% 92.5% 83 7.23%
RMSCM
4508
R.M. Sincerbeaux Capital Management
New York
$129M +$2.95M +2% 7.98% 65.9% 51 3.92%
AC
4509
Aristides Capital
Kentucky
$129M 6.17% 110% 229
EF
4510
Exeter Financial
Arizona
$129M +$3.17M +3% 7.35% 50.4% 69 1.45%
AIA
4511
Armor Investment Advisors
North Carolina
$129M +$6.6M +5% 5.74% 43.8% 158 8.86%
SCM
4512
SkyTop Capital Management
New Jersey
$129M +$1.05M +0.8% 5.17% 50.2% 25 48%
MAM
4513
Miria Asset Management
Malta
$129M 18% 265% 14
RCIM
4514
Russell Clark Investment Management
United Kingdom
$128M +$2.5M +2% 10.1% 172% 48 12.5%
LIM
4515
Loudon Investment Management
New Hampshire
$128M +$9.58M +8% 7.46% 50.1% 86 6.98%
WSL
4516
Western Standard LLC
California
$128M +$2.17M +2% 4.24% 68.9% 46 28.26%
JWS
4517
Juncture Wealth Strategies
Arizona
$128M +$14.8M +13% 5.23% 71.5% 104 11.54%
FA
4518
Freestate Advisors
Kansas
$128M -$5.46M -4% 4.56% 5 40%
HF
4519
Halpern Financial
Virginia
$128M 7.85% 26.3% 183
BSAM
4520
Blue Square Asset Management
New York
$128M +$1.11M +0.9% 9.44% 104% 92 18.48%
MG
4521
MilWealth Group
Wisconsin
$128M +$9.03M +8% 4.86% 29.9% 74 12.16%
MI
4522
M3F Inc
Utah
$128M -$9.08M -7% 7.86% 146% 37 13.51%
WIM
4523
Wilen Investment Management
Florida
$128M -$1.09M -0.8% 9.88% 79.9% 63 6.35%
UIA
4524
UBP Investment Advisors
Switzerland
$128M +$4.58M +4% 4.31% 11.2% 57 17.54%
TOPU
4525
Trustees of Princeton University
New Jersey
$128M +$58.6M +85% 13% 7 85.71%