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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
2326
RBO & Co
California
$398M +$13.9M +4% 7.24% 29.1% 56 10.71%
BST
2327
Bath Savings Trust
Maine
$398M +$23.6M +6% 6.64% 47.3% 126 5.56%
CA
2328
Calton & Associates
Florida
$397M 4.88% 55.3% 1,551
BEAM
2329
Baker Ellis Asset Management
Washington
$397M +$20.1M +5% 6.11% 89.2% 253 11.86%
NC
2330
Northcape Capital
Australia
$397M +$33.8M +9% 9.4% 12 0%
CA
2331
Claar Advisors
New York
$397M +$13.8M +4% 3.87% 63% 44 47.73%
MCP
2332
Moab Capital Partners
New York
$397M -$83.5M -17% 1% 89.3% 37 48.65%
BIA
2333
Biondo Investment Advisors
Pennsylvania
$396M +$32.2M +9% 6.84% 89.1% 104 18.27%
KA
2334
Kovack Advisors
Florida
$396M +$94.2M +31% 5.67% 95% 524 42.56%
NL
2335
NWAM LLC
Washington
$395M +$10.1M +3% 4.73% 112% 343 10.5%
AACA
2336
American Assets Capital Advisers
California
$394M +$140M +55% 10.8% 73.5% 33 21.21%
JWBC
2337
J.W. Burns & Co
New York
$394M +$19.7M +5% 6.43% 78.5% 165 7.27%
FP
2338
Flagship Pioneering
Massachusetts
$394M +$95.3M +32% 18.1% 39.2% 6 50%
JWM
2339
Jackson Wealth Management
Florida
$394M +$24.8M +7% 5.9% 64% 99 23.23%
QSS
2340
Quantitative Systematic Strategies
Florida
$394M +$16.6M +4% 6.12% 133% 724 66.99%
BAM
2341
Bruderman Asset Management
New York
$394M +$7.04M +2% 4.66% 31.7% 127 7.87%
BFG
2342
Barber Financial Group
Kansas
$393M +$40.8M +12% 3.37% 39% 141 39.01%
VCM
2343
Violich Capital Management
California
$393M +$26.5M +7% 6.54% 100% 121 13.22%
LLC
2344
Latimer Light Capital
New York
$392M -$46.1M -11% 4.67% 134% 21 33.33%
SAM
2345
Senzar Asset Management
New York
$392M -$18M -4% 1.2% 0.75% 39 53.85%
SC
2346
Serenity Capital
California
$392M +$29.5M +8% 8.36% 9 55.56%
SCM
2347
Sarissa Capital Management
Connecticut
$391M +$66.7M +21% 7.27% 58.6% 13 46.15%
EGA
2348
Evermore Global Advisors
New Jersey
$389M -$259M -40% 0% 133% 22 63.64%
WAM
2349
Wallington Asset Management
Indiana
$389M +$12.1M +3% 7.01% 108% 62 6.45%
DSC
2350
Duncker Streett & Co
Missouri
$389M +$58.6M +18% 5.37% 90.9% 625 7.84%