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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
BFA
5926
Brown Financial Advisory
Alabama
$113M -$9.69M -8% 4.34% 50.3% 31 9.68%
SP
5927
Successful Portfolios
Florida
$113M -$3.31M -3% 2.75% 101% 159 11.95%
RTC
5928
Riverview Trust Company
Washington
$113M +$2.46M +2% 3.07% 67.6% 731 15.32%
CI
5929
Carroll Investors
South Carolina
$113M -$20.5M -15% 9.96% 173% 33 39.39%
AFS
5930
AFG Fiduciary Services
Massachusetts
$113M -$20M -15% 4.87% 61.9% 84 15.48%
FU
5931
Fairfield University
Connecticut
$113M -$4.88M -4% 4.56% 48% 4 0%
OCM
5932
Objective Capital Management
Ohio
$113M -$1.71M -1% 3.66% 109 16.51%
KCM
5933
Key Colony Management
Arkansas
$113M -$28.3M -20% 15.7% 113% 8 0%
SIM
5934
Sterling Investment Management
Arizona
$112M -$13.6M -11% 0.24% 44.1% 61 16.39%
WAM
5935
Walker Asset Management
Missouri
$112M -$8.71M -7% 5.17% 75.9% 99 11.11%
ACMA
5936
Arbor Capital Management (Alaska)
Alaska
$112M -$16.4M -13% 3.08% 56.6% 107 12.15%
SAM
5937
Steinberg Asset Management
New York
$112M +$8.08M +8% 8.18% 114% 42 11.9%
AC
5938
AWH Capital
Texas
$112M -$1.3M -1% 2.05% 139% 29 17.24%
AIM
5939
AHL Investment Management
Florida
$112M -$228K -0.2% 3.48% 57.7% 63 3.17%
DFA
5940
DHK Financial Advisors
New Hampshire
$112M -$5.26M -4% 3.9% 46.1% 64 4.69%
IFPL
5941
Investments & Financial Planning LLC
Kentucky
$112M -$3.29M -3% 3.95% 51.1% 35 5.71%
KAM
5942
Kopion Asset Management
Texas
$112M -$5.94M -5% 3.38% 67.1% 19 5.26%
GPI
5943
General Partner Inc
Pennsylvania
$112M -$7.95M -7% 3.07% 74% 127 0%
OW
5944
Olistico Wealth
Oklahoma
$112M -$4.93M -4% 3.26% 95.8% 111 9.01%
AI
5945
Anchor IV
Singapore
$112M 16.7% 1
DM
5946
Diker Management
New York
$112M -$7.3M -6% 2.4% 151% 44 22.73%
IAIM
5947
Industrial Alliance Investment Management
Quebec, Canada
$112M -$77.9M -41% 4.04% 61.5% 171 97.08%
MIM
5948
Meixler Investment Management
Arizona
$112M +$3.75M +3% 3.61% 72.1% 107 19.63%
AM
5949
Ampfield Management
New York
$112M -$28.1M -20% 17.7% 52.5% 3 0%
NA
5950
NVP Associates
California
$112M -$2.95M -3% 7.53% 867% 10 30%