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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
CFFNO
2501
Common Fund For Nonprofit Organizations
Connecticut
$576M -$59.1M -9% 3.85% 70.2% 11 18.18%
DBG
2502
De Burlo Group
Massachusetts
$576M -$25.4M -4% 2.49% 98.1% 86 5.81%
SPC
2503
Stewart & Patten Company
California
$576M -$36.4M -6% 5.2% 27.5% 92 8.7%
CBT
2504
Central Bank & Trust
Kentucky
$575M -$14.8M -3% 1.63% 110% 339 5.9%
KWM
2505
Keebeck Wealth Management
Illinois
$574M -$154M -21% 4.04% 64.6% 277 14.44%
TF
2506
Talbot Financial
Washington
$574M -$14.3M -2% 2.17% 99.9% 59 8.47%
HFM
2507
Harvest Fund Management
China
$573M +$75.6M +15% 9.12% 202% 738 21%
AIA
2508
Arbor Investment Advisors
North Carolina
$572M +$4.82M +0.8% 3.15% 44.3% 109 11.01%
VNA
2509
Valley National Advisers
Pennsylvania
$572M -$22.6M -4% 3.64% 79% 1,146 22.16%
CA
2510
Cornerstone Advisory
Maryland
$572M +$2.39M +0.4% 3.24% 53.5% 220 6.82%
SAM
2511
Stansberry Asset Management
Texas
$571M +$24.7M +5% 3.51% 71% 116 25%
PDM
2512
Penn Davis McFarland
Texas
$571M +$9.28M +2% 1.48% 86.8% 48 12.5%
DSAM
2513
Dock Street Asset Management
Florida
$571M -$10.2M -2% 0.98% 167% 45 11.11%
LP
2514
LGL Partners
Pennsylvania
$570M -$14.6M -2% 3.29% 68.9% 106 14.15%
CCFM
2515
Clear Creek Financial Management
Washington
$570M -$7.18M -1% 2.28% 81% 348 13.22%
FMP
2516
Financial Management Professionals
Texas
$569M -$29.1M -5% 2.91% 62.1% 1,118 21.02%
MAM
2517
Montanaro Asset Management
United Kingdom
$568M -$63.9M -10% 8.33% 37.4% 45 0%
IVAV
2518
Index Venture Associates VI
Jersey
$568M -$11.6M -2% 1.7% 269% 3 33.33%
ECM
2519
Estabrook Capital Management
New York
$568M -$32M -5% 2.31% 76.2% 390 5.13%
TIP
2520
Torray Investment Partners
Maryland
$567M -$11.2M -2% 0.99% 75.2% 97 4.12%
KC
2521
Keenan Capital
California
$567M +$8.29M +1% 4.4% 118% 10 0%
IA
2522
Inspire Advisors
Idaho
$566M +$47.8M +9% 3.09% 44% 310 30.97%
FWM
2523
Focused Wealth Management
New York
$566M +$10.7M +2% 2.96% 57.9% 1,125 13.51%
WIM
2524
WealthPlan Investment Management
Nebraska
$566M +$230M +69% 4.34% 62.6% 378 58.2%
RIM
2525
Rockbridge Investment Management
New York
$566M -$3.08M -0.5% 4.03% 31.1% 111 6.31%