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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 Avg Holding
Period (Yrs)
Fiduciary Trust International
2551
Fiduciary Trust International
Massachusetts
$298M +$6.14M +2% 3.86% 36.8% 107 21.5% 1.9
HeadInvest LLC
2552
HeadInvest LLC
Maine
$298M +$28.7M +11% 5.27% 59.1% 142 4.23% 2.6
RC
2553
Reik & Co
New York
$297M +$7.34M +3% 7.34% 38.6% 49 12.24% 3.2
Steinberg Asset Management
2554
Steinberg Asset Management
New York
$297M +$34.7M +13% 12.7% 130% 46 30.43% 2
Nelson Capital Management
2555
Nelson Capital Management
California
$297M +$10.9M +4% 4.87% 121% 288 22.57% 2.4
Security National Trust
2556
Security National Trust
West Virginia
$297M +$18M +6% 4.83% 58.3% 448 8.71% 3
Arrow Investment Advisors
2557
Arrow Investment Advisors
Maryland
$297M -$83.6M -22% 4.11% 36.3% 78 33.33% 1.4
Cambria Investment Management
2558
Cambria Investment Management
California
$296M +$56.1M +23% 5.2% 72% 189 23.28% 1.2
Radnor Capital Management
2559
Radnor Capital Management
Pennsylvania
$296M +$3.84M +1% 3.99% 86.6% 186 8.06% 0.2
FIMG
2560
Financial & Investment Management Group
Michigan
$296M +$36.4M +14% 3.38% 18.9% 111 29.73% 1.7
Lawson Kroeker Investment Management
2561
Lawson Kroeker Investment Management
Nebraska
$295M +$4.48M +2% 2.33% 69.7% 73 2.74% 2.9
SHCM
2562
Stokes & Hubbell Capital Management
Louisiana
$295M +$37.7M +15% 4.52% 31.2% 96 8.33% 1.2
Hills Bank & Trust
2563
Hills Bank & Trust
Iowa
$295M +$10M +3% 4.75% 52.8% 128 2.34% 2.6
D.L. Carlson Investment Group
2564
D.L. Carlson Investment Group
New Hampshire
$295M +$1.03M +0.4% 7.41% 113% 146 21.92% 2.3
Searchlight Capital Partners
2565
Searchlight Capital Partners
New York
$294M +$6.73M +2% 2.37% 38.5% 2 0% 0.3
Sunflower Bank Wealth Management
2566
Sunflower Bank Wealth Management
Arizona
$294M +$13.4M +5% 3.57% 33.7% 91 3.3% 3.2
Coastal Bridge Advisors
2567
Coastal Bridge Advisors
Connecticut
$293M +$36.4M +14% 14.3% 88.1% 96 19.79% 0.8
MAM
2568
Morse Asset Management
Connecticut
$293M – – 11.8% 222% 135 – 0
CWA Asset Management Group
2569
CWA Asset Management Group
Florida
$293M +$58.8M +25% 4.89% – 181 21.55% 0.8
Gibson Capital
2570
Gibson Capital
Pennsylvania
$293M -$1.08M -0.4% 3.79% 67.2% 35 2.86% 2.7
GM Advisory Group
2571
GM Advisory Group
New York
$293M +$6.39M +2% 4.59% 53.6% 125 30.4% 0.9
Forte Capital
2572
Forte Capital
New York
$293M +$25.2M +9% 7.69% 98.3% 158 8.23% 2
Barber Financial Group
2573
Barber Financial Group
Kansas
$292M +$15.4M +6% 3.05% 39% 94 17.02% 0.2
KCP
2574
KDI Capital Partners
North Carolina
$292M -$18.5M -6% 4.41% 77.1% 59 25.42% 1.5
Dorsey Wright & Associates
2575
Dorsey Wright & Associates
California
$292M +$55.9M +24% 9.27% 311% 163 36.2% 0.4