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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
FNBOSM
5126
First National Bank of South Miami
Florida
$129M -$17.6M -12% 6.06% 35.2% 300 9.67%
FMTCOCP
5127
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129M -$8.16M -6% 4.22% 60.9% 368 12.23%
SIAG
5128
Signet Investment Advisory Group
Rhode Island
$129M -$15.2M -11% 5.53% 59.9% 76 11.84%
TC
5129
Tacita Capital
Ontario, Canada
$129M -$15.7M -11% 8.51% 60.3% 202 4.46%
PHM
5130
Prospect Hill Management
New Jersey
$129M +$2.62M +2% 3.54% 93.9% 15 0%
CWM
5131
Capital Wealth Management
Rhode Island
$129M -$5.81M -4% 5.62% 46.7% 39 2.56%
QCIG
5132
Quad-Cities Investment Group
Iowa
$129M -$5.96M -4% 4.1% 61% 185 11.89%
TPWM
5133
Twelve Points Wealth Management
Massachusetts
$129M -$956K -0.7% 5.63% 42.6% 168 9.52%
WA
5134
Watchtower Advisors
Connecticut
$129M -$18.2M -12% 11.1% 272% 13 53.85%
IAMH
5135
IvyRock Asset Management (HK)
Hong Kong
$129M -$29.5M -19% 2.28% 103% 16 37.5%
CG
5136
Castellan Group
Kentucky
$129M +$2.46M +2% 1.05% 196% 65 29.23%
AGFVA
5137
Accel Growth Fund V Associates
California
$129M -$35.3M -22% 21.1% 7.63% 2 0%
BAM
5138
Bellevue Asset Management
Washington
$129M -$9.79M -7% 5.05% 51% 517 7.35%
HI
5139
Harrington Investments
California
$129M -$5.91M -4% 2.43% 92.5% 78 5.13%
CJFS
5140
Coulter & Justus Financial Services
Tennessee
$129M +$4.21M +3% 6.63% 50 14%
AFA
5141
AllGen Financial Advisors
Florida
$128M +$6.82M +6% 5.53% 39.7% 41 21.95%
RCM
5142
Rain Capital Management
Oregon
$128M -$10.8M -8% 4.51% 18.2% 72 18.06%
HM
5143
HCEP Management
Hong Kong
$128M -$19.7M -13% 6.39% 104% 5 20%
SRA
5144
Summit Rock Advisors
New York
$128M +$5.73M +5% 1.53% 9 55.56%
KXA
5145
KPCB XIV Associates
California
$128M -$44M -26% 21.3% 6 16.67%
SC
5146
Saiph Capital
New Jersey
$128M -$1.69M -1% 4.1% 44.6% 45 20%
YEPX
5147
Yorktown Energy Partners XI
New York
$128M -$38.8M -23% 18.4% 139% 3 0%
IWN
5148
Independent Wealth Network
Iowa
$128M -$10.9M -8% 4.64% 75.1% 196 15.31%
MWA
5149
Moser Wealth Advisors
Washington
$128M -$6.52M -5% 5.03% 156 14.74%
MAM
5150
McCarthy Asset Management
California
$128M +$4.91M +4% 3.92% 40.1% 33 6.06%