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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
AIA
2526
Arbor Investment Advisors
North Carolina
$639M +$66.9M +12% 8.22% 44.3% 109 12.84%
SPC
2527
Stewart & Patten Company
California
$639M +$63.7M +11% 10.4% 27.5% 96 10.42%
SM
2528
Sunriver Management
Connecticut
$638M +$109M +21% 14.3% 2.16% 24 29.17%
GIP
2529
Greatmark Investment Partners
Georgia
$638M +$72.6M +13% 13.5% 62% 133 8.27%
ANBT
2530
American National Bank & Trust
Texas
$637M +$49.1M +8% 11.2% 95.1% 708 38.42%
PWPS
2531
Pinnacle Wealth Planning Services
Ohio
$637M +$29.9M +5% 9.01% 64.8% 523 21.61%
RC
2532
Riposte Capital
New York
$636M -$234M -27% 0.81% 215% 23 43.48%
SCM
2533
Sahana Capital Management
Connecticut
$636M +$37.7M +6% 9.95% 0.48% 9 22.22%
DPI
2534
Diversified Portfolios Inc
Michigan
$636M +$105M +20% 8.19% 33% 127 11.81%
LSPW
2535
Lake Street Private Wealth
Illinois
$635M +$79M +14% 10.8% 77% 322 17.7%
KBG
2536
Kahn Brothers Group
New York
$635M -$6.18M -1% 4.49% 38.1% 44 4.55%
FPIS
2537
Financial Planning & Information Services
Wisconsin
$634M +$97M +18% 9.01% 13% 86 4.65%
RB
2538
Rodgers Brothers
Pennsylvania
$634M +$47.8M +8% 10.1% 75.7% 231 6.93%
ACG
2539
Allen Capital Group
Nebraska
$633M +$68.5M +12% 9.14% 56.9% 187 15.51%
HWA
2540
HCR Wealth Advisors
California
$633M +$177M +39% 11.4% 91% 217 27.19%
FAM
2541
Flaharty Asset Management
Florida
$633M +$35.5M +6% 6.76% 33.4% 477 76.31%
DAL
2542
Delta Accumulation LLC
California
$632M +$186M +42% 24.5% 56.3% 204 32.84%
CA
2543
Crewe Advisors
Utah
$632M +$53.8M +9% 12.4% 96.1% 726 63.22%
GA
2544
GuoLine Advisory
Singapore
$632M +$125M +25% 13.1% 81.9% 16 25%
ANRF
2545
Adams Natural Resources Fund
Maryland
$630M -$42.5M -6% 3.47% 43% 57 3.51%
JGUA
2546
John G. Ullman & Associates
New York
$630M +$19.1M +3% 9.15% 108% 186 16.13%
VNA
2547
Valley National Advisers
Pennsylvania
$630M +$57.6M +10% 10.7% 79% 1,299 27.17%
MSAM
2548
Moloney Securities Asset Management
Missouri
$630M +$74.8M +13% 9.77% 86% 499 20.44%
CCFM
2549
Clear Creek Financial Management
Washington
$630M +$59.7M +10% 9.53% 81% 375 23.2%
KC
2550
Kryger Capital
United Kingdom
$628M -$238M -27% 28.8% 420% 19 89.47%