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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
5376
Cape Ann Savings Bank
Massachusetts
$152M -$14.3M -9% 3.62% 59.5% 93 13.98%
AWM
5377
Ameliora Wealth Management
Switzerland
$152M +$42.8M +39% 3.12% 70.1% 40 35%
CCIA
5378
Cherry Creek Investment Advisors
Colorado
$152M -$9.24M -6% 4.58% 123% 117 20.51%
MI
5379
Moneywise Inc
Virginia
$152M -$3.82M -2% 5.64% 58% 54 7.41%
LIM
5380
Loudon Investment Management
New Hampshire
$152M -$4.85M -3% 1.17% 50.1% 90 3.33%
SC
5381
Solstein Capital
California
$152M -$14.1M -9% 2% 83.6% 441 19.95%
GBI
5382
GP Brinson Investments
Illinois
$152M +$10.8M +8% 3.65% 45.5% 16 0%
LA
5383
Lifeworks Advisors
Michigan
$151M +$25.9M +21% 4.65% 53.8% 136 25%
RCA
5384
Ranch Capital Advisors
Florida
$151M -$2.43M -2% 2.81% 82% 174 18.39%
MWM
5385
Maltin Wealth Management
New Jersey
$151M -$15.1M -9% 2.24% 51.9% 126 20.63%
AIM
5386
Alhambra Investment Management
Florida
$151M +$8.1M +6% 3.42% 61.5% 165 16.36%
KIC
5387
Kensington Investment Counsel
California
$151M -$20.4M -12% 6.84% 61.6% 91 7.69%
GCM
5388
Garland Capital Management
Washington
$151M +$6.07M +4% 3.23% 55.7% 33 3.03%
ADBIC
5389
A.D. Beadell Investment Counsel
Wisconsin
$151M -$8.91M -6% 0.63% 74.9% 98 16.33%
CRC
5390
Catawba River Capital
South Carolina
$151M -$13.6M -8% 6.32% 89.5% 30 30%
VI
5391
Visa Inc
California
$151M -$84.4M -36% 35.2% 4 0%
YEPI
5392
Yorktown Energy Partners IX
New York
$151M -$29.7M -16% 23.9% 96.4% 2 0%
TF
5393
Theory Financial
Colorado
$151M -$2.3M -1% 2.98% 40.5% 65 35.38%
SV
5394
Stilwell Value
New York
$151M -$4.39M -3% 0.52% 93.8% 42 14.29%
OPOWM
5395
One Plus One Wealth Management
Florida
$151M +$6.1M +4% 1.91% 69.2% 102 17.65%
RCF
5396
Rainwater Charitable Foundation
Texas
$151M -$5.75M -4% 6.03% 40.2% 4 50%
CRCM
5397
Crystal Rock Capital Management
Illinois
$151M -$34.8M -19% 13.8% 153% 33 6.06%
AC
5398
Alfreton Capital
United Kingdom
$151M +$96.4M +178% 9.75% 32.8% 4 75%
BAG
5399
Briggs Advisory Group
Rhode Island
$151M +$4.05M +3% 4.46% 52 5.77%
OFW
5400
Omnia Family Wealth
Florida
$151M -$13.9M -8% 2.52% 80.6% 79 17.72%