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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
IWA
5501
IVC Wealth Advisors
Pennsylvania
$152M -$2.99M -2% 3.37% 70.8% 158 22.15%
BCFD
5502
Boit C.F. David
$152M -$5.39M -3% 0.01% 75.4% 119 10.08%
AWM
5503
AAF Wealth Management
Massachusetts
$152M +$13.9M +10% 4.18% 65.8% 33 27.27%
CASB
5504
Cape Ann Savings Bank
Massachusetts
$152M -$14.3M -9% 3.62% 72.7% 93 13.98%
AWM
5505
Ameliora Wealth Management
Switzerland
$152M +$42.8M +39% 3.12% 70.1% 40 35%
HGCK
5506
HPC Germany & Co KG
Germany
$152M 11.1% 233% 12
CCIA
5507
Cherry Creek Investment Advisors
Colorado
$152M -$9.24M -6% 4.58% 140% 117 20.51%
MI
5508
Moneywise Inc
Virginia
$152M -$3.82M -2% 5.64% 58% 54 7.41%
LIM
5509
Loudon Investment Management
New Hampshire
$152M -$4.85M -3% 1.17% 61.6% 90 3.33%
SC
5510
Solstein Capital
California
$152M -$14.1M -9% 2% 91.4% 441 19.95%
GBI
5511
GP Brinson Investments
Illinois
$152M +$10.8M +8% 3.65% 45.5% 16 0%
LA
5512
Lifeworks Advisors
Michigan
$151M +$25.9M +21% 4.65% 80.4% 136 25%
RCA
5513
Ranch Capital Advisors
Florida
$151M -$2.43M -2% 2.81% 92.6% 174 18.39%
MWM
5514
Maltin Wealth Management
New Jersey
$151M -$15.1M -9% 2.24% 51.9% 126 20.63%
AIM
5515
Alhambra Investment Management
Florida
$151M +$8.1M +6% 3.42% 61.5% 165 16.36%
KIC
5516
Kensington Investment Counsel
California
$151M -$20.4M -12% 6.84% 81.9% 91 7.69%
GCM
5517
Garland Capital Management
Washington
$151M +$6.07M +4% 3.23% 55.7% 33 3.03%
ADBIC
5518
A.D. Beadell Investment Counsel
Wisconsin
$151M -$8.91M -6% 0.63% 74.9% 98 16.33%
CRC
5519
Catawba River Capital
South Carolina
$151M -$13.6M -8% 6.32% 89.5% 30 30%
VI
5520
Visa Inc
California
$151M -$84.4M -36% 35.2% 4 0%
YEPI
5521
Yorktown Energy Partners IX
New York
$151M -$29.7M -16% 23.9% 67.3% 2 0%
TF
5522
Theory Financial
Colorado
$151M -$2.3M -1% 2.98% 54.5% 65 35.38%
SV
5523
Stilwell Value
New York
$151M -$4.39M -3% 0.52% 87.9% 42 14.29%
OPOWM
5524
One Plus One Wealth Management
Florida
$151M +$6.1M +4% 1.91% 69.2% 102 17.65%
RCF
5525
Rainwater Charitable Foundation
Texas
$151M -$5.75M -4% 6.03% 40.2% 4 50%