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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
BNAGPJ
2601
Bregal North America General Partner Jersey
Jersey
$529M +$6.87M +1% 1.32% 71.3% 1 0%
AWM
2602
Absher Wealth Management
North Carolina
$528M +$50.8M +11% 10.2% 52.3% 74 8.11%
RIM
2603
Rockbridge Investment Management
New York
$528M +$39.7M +8% 4% 31.1% 777 16.73%
FSCM
2604
Front Street Capital Management
Montana
$528M +$72.3M +16% 21.3% 259% 65 6.15%
TI
2605
tru Independence
Oregon
$528M +$473M +859% 9.41% 42.5% 856 74.65%
CA
2606
Cornerstone Advisory
Maryland
$528M +$34.3M +7% 5.36% 53.5% 216 11.11%
PRCP
2607
Pacific Ridge Capital Partners
Oregon
$528M +$119M +29% 29.1% 112% 128 8.59%
RIM
2608
Redwood Investment Management
Arizona
$527M -$75.3M -13% 10.1% 46% 328 51.52%
IFWM
2609
Institute for Wealth Management
Colorado
$526M +$22.9M +5% 7.55% 137% 488 11.89%
DAC
2610
Dividend Assets Capital
South Carolina
$526M +$11.1M +2% 4.47% 56.9% 616 18.83%
BS
2611
Boenning & Scattergood
Pennsylvania
$525M +$53.2M +11% 7.21% 34.5% 373 12.87%
CHC
2612
City Holding Co
West Virginia
$525M +$47.5M +10% 7.86% 81.3% 573 19.02%
OHA
2613
Oak Hill Advisors
New York
$525M +$99.9M +24% 17.1% 55.9% 16 6.25%
FFIC
2614
First Fiduciary Investment Counsel
Ohio
$525M -$9.55M -2% 7.23% 48.1% 64 7.81%
DSC
2615
Duncker Streett & Co
Missouri
$524M +$7.55M +1% 5% 90.9% 562 12.46%
MIM
2616
Manitou Investment Management
Ontario, Canada
$524M +$59.3M +13% 13% 57.2% 49 14.29%
KW
2617
KWB Wealth
California
$523M +$42.8M +9% 5.79% 49.1% 89 16.85%
GWI
2618
Grace & White Inc
New York
$523M +$51.6M +11% 17.2% 61.5% 135 7.41%
CI
2619
CPMG Inc
Texas
$523M -$126M -19% 10.7% 878% 18 83.33%
PDM
2620
Penn Davis McFarland
Texas
$522M +$56M +12% 10.4% 86.8% 50 12%
EF
2621
Empowered Funds
Pennsylvania
$522M $0 0% 6.8% 93.5% 162 0%
ABG
2622
Ally Bridge Group
New York
$522M -$61.9M -11% 5.43% 942% 38 36.84%
HR
2623
Hardy Reed
Mississippi
$521M +$42.8M +9% 5.6% 57.7% 111 17.12%
MC
2624
Minot Capital
Colorado
$521M +$5.34M +1% 10% 19.6% 17 17.65%
LA
2625
LVW Advisors
New York
$521M +$22.1M +4% 5.06% 71.5% 226 16.81%