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
IDBONY
3751
Israel Discount Bank of New York
New York
$111M 477
PHIMC
3752
Private Harbour Investment Management & Counsel
Ohio
$111M -$6.31M -5% 88
BA
3753
Bennicas & Associates
California
$111M +$707K +0.6% 89
BHBT
3754
Burke & Herbert Bank & Trust
Virginia
$110M +$3K +0% 138
CCM
3755
Colorado Capital Management
Colorado
$110M +$1.96M +2% 69
RWP
3756
RWA Wealth Partners
Massachusetts
$110M 48
GIM
3757
Guild Investment Management
California
$110M +$9.99M +10% 45
FA
3758
Financial Advantage
Maryland
$110M +$1.75M +2% 33
TCP
3759
ThornTree Capital Partners
Massachusetts
$110M 9
AFS
3760
Access Financial Services
Minnesota
$110M 64
CAM
3761
Capco Asset Management
Florida
$110M 17
EM
3762
Excalibur Management
Massachusetts
$110M +$4.43M +4% 80
LP
3763
Luzich Partners
Nevada
$110M 18
DCM
3764
Dearborn Capital Management
Illinois
$110M 14
SIM
3765
Summitview Investment Management
Cayman Islands
$110M +$27.9M +34% 11
VFCM
3766
Valley Forge Capital Management
Florida
$110M 8
FBT
3767
First Bank & Trust
South Dakota
$110M 265
LI
3768
Longer Investments
Arkansas
$109M -$5.66M -5% 47
CCM
3769
Cloverdale Capital Management
Texas
$109M 18
FF
3770
Friedenthal Financial
New Jersey
$109M -$5.16M -5% 55
GC
3771
Gobi Capital
California
$109M 9
BCVI
3772
Bain Capital Venture Investors
Massachusetts
$109M -$49.2M -31% 1
NC
3773
Numen Capital
United Kingdom
$109M 5
PIM
3774
Progressive Investment Management
Oregon
$109M +$1.58M +1% 58
NSRI
3775
New Silk Road Investment
Singapore
$109M 6