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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
TC
4526
Trust Company
Kansas
$109M -$62.9M -37% 3.48% 36.5% 351 19.66%
EM
4527
Excalibur Management
Massachusetts
$109M +$2.45M +2% 4.3% 81.7% 64 9.38%
BAM
4528
Baldrige Asset Management
Pennsylvania
$108M +$6.05M +6% 2.76% 43.5% 79 7.59%
SRCM
4529
Swift Run Capital Management
Virginia
$108M $0 0% 1.62% 9.9% 41 2.44%
SWM
4530
Sanctuary Wealth Management
Idaho
$108M +$11.6M +12% 1.98% 29 20.69%
BP
4531
Barker Partnership
Cayman Islands
$108M +$27.3M +34% 33.7% 2 0%
CA
4532
Claro Advisors
Massachusetts
$108M +$7.29M +7% 3.88% 85.5% 168 16.07%
GWCM
4533
Godshalk Welsh Capital Management
Pennsylvania
$108M +$4.11M +4% 4.1% 61.1% 109 6.42%
GAM
4534
Grandview Asset Management
Pennsylvania
$108M -$455K -0.4% 5.37% 172% 106 18.87%
RHDIC
4535
R.H. Dinel Investment Counsel
California
$108M +$6.88M +7% 7.96% 34.1% 47 0%
MCM
4536
Mork Capital Management
California
$108M +$394K +0.4% 2.04% 61.9% 109 11.01%
MPPLM
4537
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$108M +$4.22M +4% 3.23% 130% 97 14.43%
MFS
4538
Madrona Financial Services
Washington
$108M +$16.5M +18% 3.52% 75.4% 59 37.29%
FWM
4539
Fairhaven Wealth Management
Illinois
$108M +$2.44M +2% 1.72% 85 15.29%
PWA
4540
Providence Wealth Advisors
Illinois
$107M +$1.16M +1% 3.2% 112% 85 12.94%
CIEP
4541
Constellation Investimentos e Participacoes
Brazil
$107M -$11.9M -10% 21.1% 172% 7 42.86%
RRWA
4542
Rainey & Randall Wealth Advisors
Florida
$107M -$35M -25% 3.17% 47.8% 45 53.33%
MIM
4543
Moseley Investment Management
Florida
$107M +$11.2M +12% 3.36% 96.6% 131 9.92%
IF
4544
IRON Financial
Illinois
$107M -$50.9M -32% 5.11% 51.4% 105 22.86%
LFS
4545
Legacy Financial Strategies
Kansas
$107M -$9.92M -8% 3.11% 67.1% 60 18.33%
KI
4546
Kapitalo Investimentos
Brazil
$107M -$66.6M -38% 9.09% 64% 21 76.19%
1CM
4547
1492 Capital Management
Wisconsin
$107M -$11.2M -10% 2.27% 332% 106 43.4%
MCM
4548
Maxim Capital Management
California
$107M -$518K -0.5% 1.51% 29 13.79%
ACM
4549
Ategra Capital Management
Virginia
$107M +$4.59M +4% 3.42% 114% 101 14.85%
V
4550
VeraBank
Texas
$107M +$1.98M +2% 1.82% 60.6% 89 3.37%