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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
CCM
2326
Catawba Capital Management
Virginia
$425M +$8.18M +2% 3.43% 33.1% 216 7.87%
CA
2327
Capital Advantage
California
$424M +$15.5M +4% 0.06% 44.4% 84 14.29%
BST
2328
Bath Savings Trust
Maine
$424M +$24.2M +6% 5.6% 47.3% 120 2.5%
LF
2329
Lee Financial
Texas
$424M +$30.2M +8% 2.45% 69.7% 871 19.4%
SWM
2330
Segment Wealth Management
Texas
$424M +$21.8M +5% 3.14% 102% 219 15.98%
MGM
2331
Miura Global Management
New York
$424M -$78.1M -16% 13.7% 375% 28 60.71%
RBCM
2332
Raub Brock Capital Management
California
$423M +$21.7M +5% 4.19% 56.3% 45 8.89%
FL
2333
Fort LP
Maryland
$423M +$7.08M +2% 7.51% 56.8% 245 80%
BCM
2334
BTC Capital Management
Iowa
$423M -$188M -31% 1.63% 190 27.37%
NAP
2335
New Amsterdam Partners
New York
$423M -$35.3M -8% 7.08% 73.9% 131 25.95%
NL
2336
NWAM LLC
Washington
$422M +$26.4M +7% 3.4% 112% 375 17.87%
TC
2337
Toews Corporation
New Jersey
$422M +$113M +37% 0.66% 22% 135 39.26%
TOGEPT
2338
Trustees of General Electric Pension Trust
Connecticut
$422M +$4.03M +1% 0.98% 184% 1 0%
HMC
2339
Harvard Management Company
Massachusetts
$422M -$395M -48% 6.7% 123% 19 36.84%
AWA
2340
Arete Wealth Advisors
Illinois
$419M +$118M +39% 2.52% 85.3% 387 23.51%
VSI
2341
Verde Servicos Internacionais
Brazil
$419M -$186M -31% 2.39% 120% 112 41.96%
SCA
2342
Stillwater Capital Advisors
Pennsylvania
$419M +$2.89M +0.7% 3.21% 121% 82 21.95%
BP
2343
Banbury Partners
North Carolina
$419M +$46.1M +12% 4.35% 138% 25 40%
KWM
2344
Kingsview Wealth Management
Oregon
$419M +$16.4M +4% 2.71% 71.5% 421 23.28%
KRSITF
2345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$419M -$88.5M -17% 4.07% 115% 457 12.91%
WEC
2346
White Elm Capital
Connecticut
$419M -$37.2M -8% 9.35% 103% 36 33.33%
3AM
2347
3D Asset Management
Connecticut
$418M -$5.21M -1% 0.03% 0.82% 61 14.75%
VCAM
2348
Van Cleef Asset Management
Ohio
$418M +$12.4M +3% 2.72% 87.3% 118 7.63%
B
2349
Brightworth
Georgia
$416M -$16.7M -4% 3.32% 21.7% 135 38.52%
REMS
2350
Real Estate Management Services
$415M +$19M +5% 9.73% 67.2% 32 21.88%