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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
BMC
4726
Bear Mountain Capital
Washington
$246M +$13.8M +6% 0.08% 227 20.7%
THWM
4727
Taylor Hoffman Wealth Management
Virginia
$245M +$9.93M +4% 4.2% 47.8% 113 6.19%
SAM
4728
Selway Asset Management
$245M -$4.93M -2% 2.82% 36.5% 84 11.9%
EM
4729
Excalibur Management
Massachusetts
$245M +$8.87M +4% 1.9% 81.7% 170 9.41%
ACM
4730
Altium Capital Management
New York
$245M -$7.55M -3% 7.84% 90 44.44%
RL
4731
Rogco LP
Oklahoma
$245M +$563K +0.2% 0.71% 53.3% 246 4.88%
TPW
4732
Transatlantique Private Wealth
New York
$245M +$15.7M +7% 1.98% 89% 219 14.61%
CSB
4733
City State Bank
Iowa
$245M +$18.4M +8% 2.12% 72.5% 771 12.97%
ATC
4734
Adirondack Trust Company
New York
$245M +$5.98M +3% 3.69% 84.9% 512 5.47%
WLPWM
4735
Walled Lake Planning & Wealth Management
Illinois
$245M +$1.2M +0.5% 0.69% 51.7% 131 14.5%
BTWM
4736
Baker Tilly Wealth Management
Wisconsin
$244M -$309M -56% 3.2% 83.6% 423 36.17%
SCI
4737
Silver Coast Investments
United States
$244M -$427K -0.2% 1.05% 102 19.61%
CA
4738
Cumberland Advisors
Florida
$244M -$24.7M -9% 0.38% 73.5% 57 8.77%
MIM
4739
MTM Investment Management
South Carolina
$244M +$1.61M +0.7% 2.19% 80.5% 293 11.6%
ST
4740
Somerset Trust
Pennsylvania
$244M -$1.28M -0.5% 0.3% 69.7% 152 4.61%
SWM
4741
Silverlake Wealth Management
Vermont
$244M +$47.4M +24% 1.88% 64.5% 293 21.16%
IF
4742
Insight Folios
North Carolina
$244M -$3.2M -1% 1.86% 32.9% 122 8.2%
OFS
4743
Oldfather Financial Services
Nebraska
$244M +$748K +0.3% 0.38% 60.8% 74 6.76%
TCB
4744
Texas Capital Bancshares
Texas
$244M +$23.1M +10% 11.9% 175% 83 12.05%
KFA
4745
Kelleher Financial Advisors
New York
$244M +$2.45M +1% 3.25% 72.4% 129 20.16%
VW
4746
Vance Wealth
California
$244M -$7.49M -3% 1.7% 66.4% 98 12.24%
TSWM
4747
Tyler-Stone Wealth Management
Ohio
$243M +$17.4M +8% 5.33% 1,015 8.67%
PLU
4748
Performa Ltd (US)
South Carolina
$243M +$16M +7% 1.24% 55.8% 65 23.08%
DIP
4749
Davis Investment Partners
North Carolina
$243M +$14.8M +6% 1.28% 88.9% 122 9.84%
SA
4750
Scarborough Advisors
Maryland
$243M +$27.2M +13% 2.03% 58.4% 473 14.8%