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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
CWM
4601
Concentrum Wealth Management
California
$284M +$27.3M +11% 5.4% 174% 85 20%
FMB
4602
Field & Main Bank
Kentucky
$284M +$3.64M +1% 2.68% 107% 258 7.75%
VST
4603
Van Strum & Towne
California
$284M -$4.69M -2% 0.18% 62.2% 110 7.27%
ACG
4604
Anchorage Capital Group
New York
$284M -$97.8M -26% 2% 24.9% 7 0%
PCM
4605
Passive Capital Management
Maryland
$284M -$2.34M -0.8% 2.92% 37.7% 66 3.03%
PLU
4606
Performa Ltd (US)
South Carolina
$284M +$14.8M +5% 0% 55.8% 59 22.03%
FFA
4607
Fairfield Financial Advisors
Massachusetts
$284M -$9.82M -3% 1.55% 302 16.89%
IAS
4608
Investment Advisory Services
Texas
$284M +$539K +0.2% 0.45% 65.4% 121 8.26%
LMC
4609
Lightspeed Management Company
California
$284M 80.8% 10
CSB
4610
City State Bank
Iowa
$283M +$9.06M +3% 0.67% 72.5% 766 8.49%
DDSF
4611
Diana Davis Spencer Foundation
Maryland
$283M -$12.8M -4% 4.25% 13.4% 4 0%
PC
4612
Promethos Capital
Massachusetts
$283M +$2.63M +0.9% 0.91% 89 17.98%
JIC
4613
JRM Investment Counsel
Nebraska
$283M -$7.45M -3% 1.45% 65.5% 20 0%
FWC
4614
First Washington Corp
Washington
$283M +$31.2M +12% 3.78% 142% 58 12.07%
JF
4615
Joule Financial
Kentucky
$283M +$8.09M +3% 0.83% 55.5% 116 14.66%
RFWA
4616
RPg Family Wealth Advisory
Massachusetts
$283M -$26.9M -9% 4.35% 117% 84 21.43%
MC
4617
Metavasi Capital
New York
$283M +$62.6M +28% 26.7% 840% 40 45%
WOC
4618
West Oak Capital
California
$283M -$255M -47% 0.5% 110% 328 7.32%
TCM
4619
Tekne Capital Management
New York
$283M +$35.9M +15% 8.26% 516% 7 28.57%
F
4620
FIFTHDELTA
United Kingdom
$282M -$17.3M -6% 3.83% 16.6% 13 38.46%
BWM
4621
Brown Wealth Management
Illinois
$282M +$5M +2% 1.63% 44.4% 99 25.25%
MC
4622
Mount Capital
United Kingdom
$282M -$3.66M -1% 3.64% 34.4% 18 5.56%
ACM
4623
Aisling Capital Management
New York
$282M +$20.8M +8% 22.1% 793% 16 6.25%
CTEF
4624
Capital Today Evergreen Fund
Cayman Islands
$282M +$28.4M +11% 25.2% 23.7% 3 0%
OCMH
4625
Oxbow Capital Management (HK)
Hong Kong
$282M +$47.2M +20% 17% 2,244% 12 50%