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
ITB
4676
Idaho Trust Bank
Idaho
$280M +$34.5M +14% 112
CCMI
4677
Creative Capital Management Investments
California
$280M +$20.7M +8% 317
SAAM
4678
Solus Alternative Asset Management
New Jersey
$280M -$10.3M -4% 9
AWM
4679
Ameliora Wealth Management
Switzerland
$280M +$13.8M +5% 244
BBWA
4680
Bell & Brown Wealth Advisors
California
$280M +$23.2M +9% 71
YWM
4681
Yukon Wealth Management
Kansas
$280M +$38.7M +16% 122
DC
4682
Dorval Corp
Minnesota
$280M +$31M +12% 41
SSG
4683
Summit Securities Group
New York
$280M +$135M +94% 1,339
DIP
4684
Davis Investment Partners
North Carolina
$279M +$53.4M +24% 167
SBF
4685
Sara-Bay Financial
Florida
$279M +$52.7M +23% 88
CCP
4686
Clarity Capital Partners
California
$279M +$31.7M +13% 128
PWM
4687
Penobscot Wealth Management
Maine
$279M +$41.6M +17% 101
BAM
4688
Bosun Asset Management
Illinois
$279M +$70.7M +34% 220
EWM
4689
Essex Woodlands Management
Texas
$279M -$67.5M -19% 6
BMC
4690
Bear Mountain Capital
Washington
$279M +$20.5M +8% 347
OAM
4691
Oak Asset Management
California
$279M +$6.14M +2% 104
LWM
4692
Luminvest Wealth Management
Arizona
$279M +$36.3M +15% 42
SCP
4693
Stevens Capital Partners
Nebraska
$279M +$66M +31% 86
EPIME
4694
Evelyn Partners Investment Management (Europe)
$279M +$11.4M +4% 189
BI
4695
Berkeley Inc
Idaho
$279M +$65.5M +31% 75
JA
4696
JVL Associates
Michigan
$278M +$30.6M +12% 67
BCIM
4697
Bishop & Co Investment Management
Pennsylvania
$278M +$19.8M +8% 27
YAL
4698
Your Advocates Ltd
Texas
$278M +$17.6M +7% 218
WIP
4699
WealthCare Investment Partners
Rhode Island
$278M +$42.3M +18% 158
XSC
4700
X-Square Capital
Puerto Rico
$278M +$45.4M +20% 173