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
BHBT
3326
Burke & Herbert Bank & Trust
Virginia
$102M -$6.77M -6% 109
TIM
3327
TBP Investments Management
Texas
$102M -$28.5M -22% 40
RCA
3328
Rex Capital Advisors
Rhode Island
$102M -$9.97M -9% 59
TFCP
3329
Twin Focus Capital Partners
Massachusetts
$102M +$12.9M +14% 127
PI
3330
Pettee Investors
Connecticut
$102M -$8.21M -7% 58
RHFI
3331
Reilly Herbert Faulkner III
$102M -$463K -0.5% 42
KCM
3332
KeyPoint Capital Management
Texas
$102M -$5.97M -6% 39
PC
3333
Pecaut & Co
Iowa
$102M -$5.59M -5% 50
HM
3334
Harvest Management
New York
$102M +$3.71M +4% 104
SC
3335
Scholtz & Company
Connecticut
$101M -$4.31M -4% 82
ABP
3336
Arthur B. Page
$101M -$5.64M -5% 86
EAMA
3337
EFG Asset Management (Americas)
Florida
$101M -$10.8M -10% 138
IVMX
3338
Institutional Venture Management XIII
California
$101M -$35.9M -26% 5
WAM
3339
Weiss Asset Management
Massachusetts
$101M -$44.1M -30% 62
CCAM
3340
Coupland Cardiff Asset Management
United Kingdom
$101M -$24.6M -20% 9
ACM
3341
Axel Capital Management
New York
$100M +$45.7M +84% 40
WA
3342
Wheatland Advisors
Pennsylvania
$100M -$9.89M -9% 85
GBA
3343
Garrison Bradford & Associates
New York
$100M -$7.45M -7% 113
PG
3344
Portola Group
California
$100M -$20.6M -17% 103
IOOF
3345
Independent Order of Foresters
Ontario, Canada
$99.9M -$11.2M -10% 136
LC
3346
Lakeshore Capital
Alabama
$99.8M -$6.55M -6% 33
SCM
3347
Silver Capital Management
New York
$99.3M -$5.63M -5% 57
DCM
3348
DAFNA Capital Management
California
$99.1M -$6.37M -6% 65
SM
3349
Salzhauer Michael
$99M +$1.72M +2% 121
CCM
3350
Cortex Capital Management
Texas
$99M -$20M -17% 44