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
SFA
3726
Staton Financial Advisors
North Carolina
$111M +$1.72M +2% 43
IDBONY
3727
Israel Discount Bank of New York
New York
$111M 477
PHIMC
3728
Private Harbour Investment Management & Counsel
Ohio
$111M -$6.31M -5% 88
BA
3729
Bennicas & Associates
California
$111M +$707K +0.6% 89
BHBT
3730
Burke & Herbert Bank & Trust
Virginia
$110M +$3K +0% 138
CCM
3731
Colorado Capital Management
Colorado
$110M +$1.96M +2% 69
GIM
3732
Guild Investment Management
California
$110M +$9.99M +10% 45
FA
3733
Financial Advantage
Maryland
$110M +$1.75M +2% 33
AFS
3734
Access Financial Services
Minnesota
$110M 64
CAM
3735
Capco Asset Management
Florida
$110M 17
EM
3736
Excalibur Management
Massachusetts
$110M +$4.43M +4% 80
LP
3737
Luzich Partners
Nevada
$110M 18
DCM
3738
Dearborn Capital Management
Illinois
$110M 14
SIM
3739
Summitview Investment Management
Cayman Islands
$110M +$27.9M +34% 11
FBT
3740
First Bank & Trust
South Dakota
$110M 265
LI
3741
Longer Investments
Arkansas
$109M -$5.66M -5% 47
PM
3742
Precept Management
Texas
$109M 46
CCM
3743
Cloverdale Capital Management
Texas
$109M 18
FF
3744
Friedenthal Financial
New Jersey
$109M -$5.16M -5% 55
GC
3745
Gobi Capital
California
$109M 9
BCVI
3746
Bain Capital Venture Investors
Massachusetts
$109M -$49.2M -31% 1
NC
3747
Numen Capital
United Kingdom
$109M 5
PIM
3748
Progressive Investment Management
Oregon
$109M +$1.58M +1% 58
PP
3749
Pension Partners
New York
$109M +$14.7M +16% 23
AWM
3750
AllSquare Wealth Management
New York
$109M +$5.02M +5% 378