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
JF
4576
Joule Financial
Kentucky
$246M +$3.18M +1% 113
BMC
4577
Bear Mountain Capital
Washington
$246M +$13.8M +6% 227
AGC
4578
Angelo Gordon & Co
New York
$246M -$30.3M -11% 74
CHA
4579
Carmichael Hill & Associates
Maryland
$246M +$2.79M +1% 696
THWM
4580
Taylor Hoffman Wealth Management
Virginia
$245M +$9.93M +4% 113
EM
4581
Excalibur Management
Massachusetts
$245M +$8.87M +4% 170
RL
4582
Rogco LP
Oklahoma
$245M +$563K +0.2% 246
TPW
4583
Transatlantique Private Wealth
New York
$245M +$15.7M +7% 219
CSB
4584
City State Bank
Iowa
$245M +$18.4M +8% 771
ATC
4585
Adirondack Trust Company
New York
$245M +$5.98M +3% 512
SAM
4586
Selway Asset Management
$245M -$5.43M -2% 82
WLPWM
4587
Walled Lake Planning & Wealth Management
Illinois
$245M +$1.2M +0.5% 131
SCI
4588
Silver Coast Investments
United States
$244M -$427K -0.2% 102
CA
4589
Cumberland Advisors
Florida
$244M -$24.7M -9% 57
MIM
4590
MTM Investment Management
South Carolina
$244M +$1.61M +0.7% 293
ST
4591
Somerset Trust
Pennsylvania
$244M -$1.28M -0.5% 152
IF
4592
Insight Folios
North Carolina
$244M -$3.2M -1% 122
OFS
4593
Oldfather Financial Services
Nebraska
$244M +$748K +0.3% 74
TCB
4594
Texas Capital Bancshares
Texas
$244M +$23.1M +10% 83
KFA
4595
Kelleher Financial Advisors
New York
$244M +$2.44M +1% 128
VW
4596
Vance Wealth
California
$244M -$7.49M -3% 98
DIP
4597
Davis Investment Partners
North Carolina
$243M +$14.8M +6% 122
SA
4598
Scarborough Advisors
Maryland
$243M +$27.2M +13% 474
AAM
4599
Arohi Asset Management
Singapore
$243M +$12.6M +5% 4
JAM
4600
JCIC Asset Management
Ontario, Canada
$243M +$528K +0.2% 108