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
WRTC
3101
Wind River Trust Company
Wyoming
$235M +$108K +0% 9
DBIA
3102
Dumont & Blake Investment Advisors
New Jersey
$235M -$2.27M -1% 185
PC
3103
Permit Capital
Pennsylvania
$235M +$9.21M +4% 26
WCM
3104
Wildcat Capital Management
New York
$235M +$12.3M +6% 37
CVM
3105
Cheviot Value Management
California
$235M +$3.69M +2% 69
HJIM
3106
Henry James International Management
New York
$235M +$1.25M +0.5% 145
RFN
3107
RDA Financial Network
Iowa
$234M +$12.3M +6% 253
HA
3108
Hamel Associates
New Jersey
$234M +$6.13M +3% 86
MIM
3109
Montgomery Investment Management
Maryland
$234M +$5.26M +2% 94
MWA
3110
Meridian Wealth Advisors
Texas
$234M +$90.3M +63% 164
MAM
3111
MPM Asset Management
Massachusetts
$234M -$13.8M -6% 5
WIA
3112
World Investment Advisors
California
$233M +$6.58M +3% 163
NQWM
3113
Northwest Quadrant Wealth Management
Oregon
$233M +$14.4M +7% 66
RWA
3114
Redhawk Wealth Advisors
Minnesota
$233M -$18.4M -7% 514
ATFA
3115
All Terrain Financial Advisors
Minnesota
$233M -$1.69M -0.7% 151
CBTWT
3116
Community Bank & Trust (Waco, Texas)
Texas
$233M -$338K -0.1% 136
GPSPJS
3117
General Pension Society PZU Joint Stock
Poland
$233M -$11.5M -5% 15
NPCM
3118
North Peak Capital Management
New York
$233M +$54.8M +31% 15
TAM
3119
Tealwood Asset Management
Minnesota
$233M -$13.1M -5% 103
BA
3120
BCM Advisors
Louisiana
$232M +$13.8M +6% 40
BCC
3121
Bridge City Capital
Oregon
$232M +$50.6M +28% 92
WF
3122
WoodTrust Financial
Wisconsin
$232M +$9.83M +4% 76
SHJ
3123
Sharkey, Howes & Javer
Colorado
$232M +$11.5M +5% 222
CI
3124
Cavalier Investments
Georgia
$232M -$7.43M -3% 134
TL
3125
TrueWealth LLC
Georgia
$232M +$6.71M +3% 767