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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
CASB
5126
Cape Ann Savings Bank
Massachusetts
$159M +$17.7M +13% 6.15% 72.7% 93 7.53%
GB
5127
Goepper Burkhardt
South Carolina
$158M +$11.3M +8% 6.13% 50.4% 64 1.56%
CC
5128
Corsicana & Co
Texas
$158M 6.64% 202
ADBIC
5129
A.D. Beadell Investment Counsel
Wisconsin
$158M +$9.71M +7% 4.31% 74.9% 97 11.34%
MA
5130
Mangham Associates
Virginia
$158M +$54.6M +53% 5.24% 24.4% 6 16.67%
RMSCM
5131
R.M. Sincerbeaux Capital Management
New York
$158M +$11.5M +8% 9.13% 76.4% 47 6.38%
CI
5132
Cordant Inc
Oregon
$158M +$4.01M +3% 4.87% 47% 105 23.81%
ARMT
5133
Amica Retiree Medical Trust
Rhode Island
$158M +$10.1M +7% 10.4% 157 36.94%
LI
5134
Latash Investments
Alaska
$158M 14.2% 110% 20
6C
5135
6elm Capital
New York
$158M -$19.8M -11% 5.37% 21 71.43%
FWM
5136
ForthRight Wealth Management
Georgia
$158M +$10.3M +7% 5.63% 44.6% 35 2.86%
GA
5137
GRS Advisors
Illinois
$157M -$511K -0.3% 10.4% 54.3% 37 64.86%
BMC
5138
Beaton Management Company
Massachusetts
$157M +$12.4M +9% 6.4% 95.9% 136 6.62%
CCFM
5139
Cohen & Co Financial Management
New York
$157M 0% 64
SFG
5140
Sunburst Financial Group
Alabama
$157M +$13.5M +9% 5.58% 50.7% 64 4.69%
NCM
5141
Next Capital Management
New York
$157M +$3.27M +2% 8.3% 61.3% 124 19.35%
BMA
5142
Brooks Moore & Associates
Tennessee
$157M +$9.17M +6% 4.39% 63.7% 105 10.48%
AWM
5143
Aevitas Wealth Management
Massachusetts
$157M +$13.2M +9% 8.04% 36.4% 126 8.73%
BMWM
5144
Brown Miller Wealth Management
Virginia
$157M +$15.1M +11% 9.11% 102% 121 7.44%
CWA
5145
Capital Wealth Alliance
Arizona
$157M +$6.92M +5% 4.36% 108% 140 11.43%
AC
5146
Apogem Capital
New York
$156M +$8.96M +6% 11.6% 221 33.94%
OFW
5147
Omnia Family Wealth
Florida
$156M +$21.6M +16% 4.87% 80.6% 68 4.41%
DWMG
5148
DB Wealth Management Group
California
$156M +$10.3M +7% 6.4% 19% 394 14.97%
HCM
5149
Hutner Capital Management
Vermont
$156M +$3.75M +2% 6.33% 52.2% 47 4.26%
OCM
5150
Orleans Capital Management
Louisiana
$156M +$8.97M +6% 7.11% 94.6% 81 6.17%