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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 Avg Holding
Period (Yrs)
Archvest Wealth Advisors
6251
Archvest Wealth Advisors
California
$115M – – 3.6% 53.1% 44 – 0
BC Gestao de Recursos
6252
BC Gestao de Recursos
Brazil
$115M +$13.6M +13% 22.9% – 3 0% 0.9
Conrad Siegel Investment Advisors
6253
Conrad Siegel Investment Advisors
Pennsylvania
$115M – – 5.84% 64.9% 30 – 0
RCM
6254
RVB Capital Management
New York
$115M -$24.5M -18% 13.1% 10.4% 44 40.91% 0.8
Resonate Capital
6255
Resonate Capital
California
$115M – – 0.98% – 23 – 0
Starfox Financial Services
6256
Starfox Financial Services
Texas
$115M – – 4.4% – 19 – 0
First Bancorp
6257
First Bancorp
Maine
$115M +$9.29M +9% 8.25% 80.3% 108 5.56% 0.7
Tevis Investment Management
6258
Tevis Investment Management
Texas
$115M – – 8.8% 58.7% 543 – 0
Clayton Partners
6259
Clayton Partners
California
$115M +$10.2M +10% 6.32% 109% 42 23.81% 0.5
Straight Path Wealth Management
6260
Straight Path Wealth Management
Michigan
$115M – – 15.3% 70.4% 77 – 0
My Personal CFO LLC
6261
My Personal CFO LLC
Washington
$115M – – 6.36% 83.4% 61 – 0
Adirondack Retirement Specialists
6262
Adirondack Retirement Specialists
New York
$115M +$6.7M +6% 3.39% 13.1% 19 26.32% 0.8
Birchcreek Wealth Management
6263
Birchcreek Wealth Management
Ohio
$115M +$7.43M +7% 6.23% 80.7% 129 17.05% 0.8
LCM
6264
Lynx1 Capital Management
Puerto Rico
$115M – – 30.1% 883% 10 – 0
Bivin & Associates
6265
Bivin & Associates
Oklahoma
$115M – – 3.37% – 412 – 0
McAlister Sweet & Associates
6266
McAlister Sweet & Associates
Texas
$115M – – 9.04% 83.6% 38 – 0
Alan B. Lancz & Associates
6267
Alan B. Lancz & Associates
Ohio
$114M – – 11.3% – 147 – 0
Trustco Bank (New York)
6268
Trustco Bank (New York)
New York
$114M +$7.12M +7% 9.93% 131% 71 1.41% 5.2
Richwood Investment Advisors
6269
Richwood Investment Advisors
Ohio
$114M – – 9.14% 71.9% 268 – 0
CVS Health
6270
CVS Health
Rhode Island
$114M – – 28.1% 50% 4 – 0
SWM Advisors
6271
SWM Advisors
Florida
$114M – – 5.53% – 31 – 0
Gunma Bank
6272
Gunma Bank
Japan
$114M -$66.1M -37% 8.1% 24.5% 57 50.88% 1
Asset Management Resources
6273
Asset Management Resources
Massachusetts
$114M – – 7.57% – 56 – 0
Walker Asset Management
6274
Walker Asset Management
Missouri
$114M – – 5.88% 87.6% 80 – 0
Montz Harcus Wealth Management
6275
Montz Harcus Wealth Management
Louisiana
$114M – – 9.65% 84.1% 56 – 0