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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
PBT
2676
Pictet Bank & Trust
Bahamas
$320M +$27.8M +9% 7.09% 66.3% 81 6.17%
CI
2677
Capital International
California
$320M -$251M -44% 6.5% 124% 177 29.38%
EWM
2678
Evermay Wealth Management
Virginia
$320M +$20.1M +7% 6.05% 56.2% 150 14%
KWMG
2679
King Wealth Management Group
Florida
$320M +$27.8M +10% 7.19% 75.4% 134 12.69%
FHC
2680
First Heartland Consultants
Missouri
$320M +$36M +13% 5.74% 55.2% 261 16.86%
HDIM
2681
Hanson & Doremus Investment Management
Vermont
$320M +$15.4M +5% 3.73% 58.8% 504 10.52%
AWE
2682
Avidian Wealth Enterprises
Texas
$320M +$2.75M +0.9% 4.43% 63.7% 124 33.87%
EAM
2683
Exane Asset Management
France
$319M +$88.3M +38% 6.98% 77.5% 197 75.13%
TFS
2684
TrustCore Financial Services
Tennessee
$319M +$37.1M +13% 10.5% 28.3% 1,059 26.53%
PFO
2685
Pathstone Family Office
New Jersey
$319M +$184M +135% 7.6% 39.3% 264 50.38%
RIM
2686
Regent Investment Management
Kentucky
$319M +$19.8M +7% 7.23% 44% 211 8.06%
SNT
2687
Security National Trust
West Virginia
$319M +$17.5M +6% 7.73% 58.3% 398 6.28%
GP
2688
Greenline Partners
New York
$319M +$13.9M +5% 5.19% 63.4% 69 7.25%
GAG
2689
GM Advisory Group
New York
$319M -$17.7M -5% 2.87% 53.6% 133 15.79%
GKFF
2690
George Kaiser Family Foundation
Oklahoma
$319M +$12.1M +4% 3.26% 75.9% 19 21.05%
HCM
2691
Harvest Capital Management
New Hampshire
$319M +$20.8M +7% 3.7% 19.5% 106 7.55%
MAM
2692
Marquette Asset Management
Minnesota
$318M +$19.8M +7% 5.55% 63.5% 105 10.48%
VHMC
2693
Value Holdings Management Company
New York
$318M +$8.63M +3% 6.3% 112% 36 11.11%
FEG
2694
Financial Enhancement Group
Indiana
$318M +$27.6M +10% 4.43% 57.5% 282 15.96%
GIP
2695
Greatmark Investment Partners
Georgia
$318M +$27.9M +10% 9.27% 62% 127 7.87%
CWM
2696
Circle Wealth Management
New Jersey
$317M +$22.8M +8% 6.43% 61.1% 105 12.38%
FPFS
2697
First Personal Financial Services
North Carolina
$317M +$17.8M +6% 6.4% 31.5% 708 11.86%
AFIA
2698
America First Investment Advisors
Nebraska
$317M +$9.41M +3% 3.55% 89.6% 100 4%
AAI
2699
American Assets Inc
California
$316M -$11M -3% 3.36% 44.3% 3 0%
SMG
2700
Spectrum Management Group
Indiana
$316M +$28.5M +10% 7.26% 44% 256 23.44%