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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
LIM
5101
Loudon Investment Management
New Hampshire
$139M +$11.5M +9% 10.8% 50.1% 80 7.5%
FMB
5102
Field & Main Bank
Kentucky
$139M +$5.01M +4% 4.71% 86.2% 205 14.15%
CFP
5103
Curran Financial Partners
South Carolina
$139M +$22.5M +19% 3.22% 46.1% 65 21.54%
PM
5104
Penbrook Management
New York
$139M +$9.13M +7% 18.4% 103% 107 14.02%
TC
5105
Trust Company
Kansas
$139M +$12.2M +10% 6.42% 36.5% 347 20.17%
HWMG
5106
Hurlow Wealth Management Group
Indiana
$139M +$11.3M +9% 5.04% 47.2% 100 11%
JI
5107
Jeereddi Investments
California
$139M +$16.6M +14% 11.1% 37.7% 57 17.54%
PC
5108
Pecaut & Co
Iowa
$139M +$5.73M +4% 14.9% 65.2% 61 11.48%
ACM
5109
Anabranch Capital Management
Connecticut
$138M -$24.3M -15% 6.65% 160% 7 28.57%
MCM
5110
Masterton Capital Management
New York
$138M +$12.2M +10% 8.16% 3.52% 23 43.48%
ARC
5111
Arias Resource Capital
Cayman Islands
$138M -$144M -51% 5.12% 81.3% 1 0%
LIA
5112
LSP Investment Advisors
New York
$138M -$95.7M -41% 13.1% 104% 10 40%
CWMU
5113
Caliber Wealth Management (Utah)
Utah
$138M +$35.7M +35% 1.12% 36.5% 79 18.99%
NCM
5114
Northwest Capital Management
Oregon
$138M +$3.31M +2% 3.18% 57% 70 11.43%
ACM
5115
Alcosta Capital Management
California
$138M +$2.42M +2% 3.75% 169% 29 0%
BWG
5116
Beta Wealth Group
California
$138M +$21.1M +18% 3.62% 45.4% 65 53.85%
P
5117
&Partners
Tennessee
$137M +$18.4M +15% 9.35% 62.7% 165 18.79%
CFN
5118
Cordasco Financial Network
Florida
$137M +$10.8M +9% 7.9% 31.1% 581 12.56%
VSAM
5119
Value Star Asset Management
Hong Kong
$137M +$27.8M +25% 26 53.85%
WWP
5120
Waypoint Wealth Partners
California
$137M +$9.78M +8% 5.6% 52.1% 41 17.07%
RBC
5121
Rye Brook Capital
Connecticut
$137M +$22.4M +20% 7.35% 67.3% 35 51.43%
CWA
5122
Carolina Wealth Advisors
South Carolina
$137M +$12.6M +10% 8.37% 57.5% 345 35.07%
CMBA
5123
C.M. Bidwell & Associates
Hawaii
$137M +$15M +12% 9.42% 59.8% 569 28.82%
CCM
5124
Courage Capital Management
Tennessee
$137M +$36.5M +36% 9.12% 76.1% 43 27.91%
BMCM
5125
Black Maple Capital Management
Wisconsin
$137M +$19.7M +17% 21.7% 29.7% 95 73.68%