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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
EM
4651
Excalibur Management
Massachusetts
$245M +$8.87M +4% 1.9% 68.9% 170 9.41%
ACM
4652
Altium Capital Management
New York
$245M -$7.55M -3% 7.84% 90 44.44%
RL
4653
Rogco LP
Oklahoma
$245M +$563K +0.2% 0.71% 53.3% 246 4.88%
TPW
4654
Transatlantique Private Wealth
New York
$245M +$15.7M +7% 1.98% 89% 219 14.61%
CSB
4655
City State Bank
Iowa
$245M +$18.4M +8% 2.12% 72.5% 771 12.97%
ATC
4656
Adirondack Trust Company
New York
$245M +$5.98M +3% 3.69% 84.9% 512 5.47%
WLPWM
4657
Walled Lake Planning & Wealth Management
Illinois
$245M +$1.2M +0.5% 0.69% 51.7% 131 14.5%
SCI
4658
Silver Coast Investments
United States
$244M -$427K -0.2% 1.05% 102 19.61%
CA
4659
Cumberland Advisors
Florida
$244M -$24.7M -9% 0.38% 73.5% 57 8.77%
MIM
4660
MTM Investment Management
South Carolina
$244M +$1.61M +0.7% 2.19% 71.7% 293 11.6%
ST
4661
Somerset Trust
Pennsylvania
$244M -$1.28M -0.5% 0.3% 69.7% 152 4.61%
SWM
4662
Silverlake Wealth Management
Vermont
$244M +$47.4M +24% 1.88% 54.9% 293 21.16%
IF
4663
Insight Folios
North Carolina
$244M -$3.2M -1% 1.86% 32.9% 122 8.2%
OFS
4664
Oldfather Financial Services
Nebraska
$244M +$748K +0.3% 0.38% 60.8% 74 6.76%
TCB
4665
Texas Capital Bancshares
Texas
$244M +$23.1M +10% 11.9% 175% 83 12.05%
KFA
4666
Kelleher Financial Advisors
New York
$244M +$2.45M +1% 3.25% 73.2% 129 20.16%
VW
4667
Vance Wealth
California
$244M -$7.49M -3% 1.7% 55.3% 98 12.24%
TSWM
4668
Tyler-Stone Wealth Management
Ohio
$243M +$17.4M +8% 5.33% 1,015 8.67%
PLU
4669
Performa Ltd (US)
South Carolina
$243M +$16M +7% 1.24% 46.2% 65 23.08%
DIP
4670
Davis Investment Partners
North Carolina
$243M +$14.8M +6% 1.28% 64.6% 122 9.84%
SA
4671
Scarborough Advisors
Maryland
$243M +$27.2M +13% 2.03% 58.4% 473 14.8%
AAM
4672
Arohi Asset Management
Singapore
$243M +$12.6M +5% 15.8% 4 25%
JAM
4673
JCIC Asset Management
Ontario, Canada
$243M +$528K +0.2% 3.86% 108 7.41%
PWS
4674
Peloton Wealth Strategists
Indiana
$243M -$3.13M -1% 0.16% 41.1% 94 5.32%
ACM
4675
Argyle Capital Management
Pennsylvania
$243M -$15.4M -6% 1.28% 95.8% 125 8%