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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 Avg Holding
Period (Yrs)
LC
4601
Lavaca Capital
Texas
$130M -$2.44M -2% 7.29% 46.5% 108 27.78% 0.7
SIAM
4602
Sterling Investment Advisors (Missouri)
Missouri
$130M +$4.09M +3% 4.77% 37.8% 28 3.57% 4.3
KGA
4603
KPCB GGF Associates
California
$130M – – 12.9% – 2 – 0
CA
4604
Claro Advisors
Massachusetts
$130M +$17.2M +15% 8.45% 85.5% 182 15.93% 0.8
SA
4605
Shilanski & Associates
Alaska
$130M +$6.06M +5% 7.08% 84.2% 104 27.88% 0.4
BHBT
4606
Burke & Herbert Bank & Trust
Virginia
$130M +$16.8M +15% 7.89% 67.8% 139 13.67% 4.6
BAM
4607
Bellevue Asset Management
Washington
$130M – – 9.47% 56.7% 549 – 0
ARMT
4608
Amica Retiree Medical Trust
Rhode Island
$130M +$4.25M +3% 7.86% – 353 15.01% 2.8
RCM
4609
Rain Capital Management
Oregon
$129M +$4.24M +3% 3.11% 18.2% 31 0% 2.4
CAM
4610
Caprin Asset Management
Virginia
$129M -$987K -0.8% 0.08% 7.87% 18 0% 3
HI
4611
Harrington Investments
California
$129M +$7.81M +6% 8.93% 109% 83 7.23% 2
RMSCM
4612
R.M. Sincerbeaux Capital Management
New York
$129M +$2.95M +2% 7.98% 76.4% 51 3.92% 4.9
AC
4613
Aristides Capital
Kentucky
$129M – – 6.17% 126% 229 – 0
EF
4614
Exeter Financial
Arizona
$129M +$3.17M +3% 7.35% 59.1% 69 1.45% 1.8
AIA
4615
Armor Investment Advisors
North Carolina
$129M +$6.6M +5% 5.74% 56.6% 158 8.86% 2.3
SCM
4616
SkyTop Capital Management
New Jersey
$129M +$1.05M +0.8% 5.17% 50.2% 25 48% 0.8
MAM
4617
Miria Asset Management
Malta
$129M – – 18% 265% 14 – 0
RCIM
4618
Russell Clark Investment Management
United Kingdom
$128M +$2.5M +2% 10.1% 172% 48 12.5% 1.3
LIM
4619
Loudon Investment Management
New Hampshire
$128M +$9.58M +8% 7.46% 61.6% 86 6.98% 4
WSL
4620
Western Standard LLC
California
$128M +$2.17M +2% 4.24% 83.7% 46 28.26% 0.9
JWS
4621
Juncture Wealth Strategies
Arizona
$128M +$14.8M +13% 5.23% 76.5% 104 11.54% 2.4
FA
4622
Freestate Advisors
Kansas
$128M -$5.46M -4% 4.56% – 5 40% 0.3
HF
4623
Halpern Financial
Virginia
$128M – – 7.85% 26.3% 183 – 0
BSAM
4624
Blue Square Asset Management
New York
$128M +$1.11M +0.9% 9.44% 104% 92 18.48% 0.2
MG
4625
MilWealth Group
Wisconsin
$128M +$9.03M +8% 4.86% 36.8% 74 12.16% 0.9