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
AWA
5876
Archvest Wealth Advisors
California
$115M 44
BGDR
5877
BC Gestao de Recursos
Brazil
$115M +$13.6M +13% 3
FB
5878
First Bancorp
Maine
$115M +$9.29M +9% 108
TIM
5879
Tevis Investment Management
Texas
$115M 543
CP
5880
Clayton Partners
California
$115M +$10.2M +10% 42
SPWM
5881
Straight Path Wealth Management
Michigan
$115M 77
MPCL
5882
My Personal CFO LLC
Washington
$115M 61
ACM
5883
Alethea Capital Management
Washington
$115M +$1.11M +1% 106
ARS
5884
Adirondack Retirement Specialists
New York
$115M +$6.7M +6% 19
BWM
5885
Birchcreek Wealth Management
Ohio
$115M +$7.43M +7% 129
LCM
5886
Lynx1 Capital Management
Puerto Rico
$115M 10
BA
5887
Bivin & Associates
Oklahoma
$115M 412
MSA
5888
McAlister Sweet & Associates
Texas
$115M 38
PC
5889
Plaisance Capital
Colorado
$115M +$16.9M +17% 49
ABLA
5890
Alan B. Lancz & Associates
Ohio
$114M 147
TBNY
5891
Trustco Bank (New York)
New York
$114M +$7.12M +7% 71
RIA
5892
Richwood Investment Advisors
Ohio
$114M 269
CH
5893
CVS Health
Rhode Island
$114M 4
GB
5894
Gunma Bank
Japan
$114M -$66.1M -37% 57
AMR
5895
Asset Management Resources
Massachusetts
$114M 56
RCM
5896
RVB Capital Management
New York
$114M -$24.3M -18% 44
WAM
5897
Walker Asset Management
Missouri
$114M 80
MHWM
5898
Montz Harcus Wealth Management
Louisiana
$114M 56
I
5899
IMPACTfolio
Colorado
$114M 47
BFA
5900
Brown Financial Advisory
Alabama
$114M -$7.32M -6% 28