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
KFS
4426
Kelly Financial Services
Massachusetts
$130M +$20.3M +18% 578
HA
4427
Harborview Advisors
Maine
$130M +$6.16M +5% 91
AA
4428
Alta Advisers
United Kingdom
$130M -$13.9M -10% 5
OR
4429
Olympiad Research
Connecticut
$130M 268
APWM
4430
Atlas Private Wealth Management
New York
$130M 494
SCM
4431
Stumpf Capital Management
Arizona
$130M +$14.5M +13% 14
SIAM
4432
Sterling Investment Advisors (Missouri)
Missouri
$130M +$4.09M +3% 28
KGA
4433
KPCB GGF Associates
California
$130M 2
CA
4434
Claro Advisors
Massachusetts
$130M +$17.2M +15% 183
SA
4435
Shilanski & Associates
Alaska
$130M +$6.06M +5% 104
DA
4436
DCF Advisers
Connecticut
$130M 61
BHBT
4437
Burke & Herbert Bank & Trust
Virginia
$130M +$16.8M +15% 139
BAM
4438
Bellevue Asset Management
Washington
$130M 549
ARMT
4439
Amica Retiree Medical Trust
Rhode Island
$130M +$4.25M +3% 353
RCM
4440
Rain Capital Management
Oregon
$129M +$4.24M +3% 31
CAM
4441
Caprin Asset Management
Virginia
$129M -$987K -0.8% 18
HI
4442
Harrington Investments
California
$129M +$7.81M +6% 83
RMSCM
4443
R.M. Sincerbeaux Capital Management
New York
$129M +$2.95M +2% 51
TP
4444
Truvvo Partners
New York
$129M -$12.1M -9% 47
EF
4445
Exeter Financial
Arizona
$129M +$3.17M +3% 69
AIA
4446
Armor Investment Advisors
North Carolina
$129M +$6.6M +5% 158
SCM
4447
SkyTop Capital Management
New Jersey
$129M +$1.05M +0.8% 25
NP
4448
Ninepoint Partners
Ontario, Canada
$129M +$6.56M +5% 99
RCIM
4449
Russell Clark Investment Management
United Kingdom
$128M +$2.5M +2% 48
LIM
4450
Loudon Investment Management
New Hampshire
$128M +$9.58M +8% 86