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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
RC
6251
Resonate Capital
California
$115M 0.98% 23
SFS
6252
Starfox Financial Services
Texas
$115M 4.4% 19
FB
6253
First Bancorp
Maine
$115M +$9.29M +9% 8.25% 73.8% 108 5.56%
TIM
6254
Tevis Investment Management
Texas
$115M 8.8% 58.7% 543
CP
6255
Clayton Partners
California
$115M +$10.2M +10% 6.32% 109% 42 23.81%
SPWM
6256
Straight Path Wealth Management
Michigan
$115M 15.3% 70.6% 77
MPCL
6257
My Personal CFO LLC
Washington
$115M 6.36% 67.3% 61
ARS
6258
Adirondack Retirement Specialists
New York
$115M +$6.7M +6% 3.39% 13.1% 19 26.32%
BWM
6259
Birchcreek Wealth Management
Ohio
$115M +$7.43M +7% 6.23% 80.7% 129 17.05%
LCM
6260
Lynx1 Capital Management
Puerto Rico
$115M 30.1% 883% 10
BA
6261
Bivin & Associates
Oklahoma
$115M 3.37% 412
MSA
6262
McAlister Sweet & Associates
Texas
$115M 9.04% 75.8% 38
ABLA
6263
Alan B. Lancz & Associates
Ohio
$114M 11.3% 147
TBNY
6264
Trustco Bank (New York)
New York
$114M +$7.12M +7% 9.93% 131% 71 1.41%
RIA
6265
Richwood Investment Advisors
Ohio
$114M 9.14% 66% 268
CH
6266
CVS Health
Rhode Island
$114M 28.1% 48.7% 4
SA
6267
SWM Advisors
Florida
$114M 5.53% 31
GB
6268
Gunma Bank
Japan
$114M -$66.1M -37% 8.1% 24.5% 57 50.88%
AMR
6269
Asset Management Resources
Massachusetts
$114M 7.57% 56
WAM
6270
Walker Asset Management
Missouri
$114M 5.88% 75.9% 80
MHWM
6271
Montz Harcus Wealth Management
Louisiana
$114M 9.65% 74.1% 56
I
6272
IMPACTfolio
Colorado
$114M 5.01% 51.2% 47
BFA
6273
Brown Financial Advisory
Alabama
$114M -$7.32M -6% 6.08% 66.3% 28 7.14%
PL
6274
Protective Life
Alabama
$114M -$875K -0.8% 0.86% 38.4% 13 0%
DG
6275
Doman Group
New York
$114M 7.37% 80