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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
HCA
2676
Heck Capital Advisors
Wisconsin
$325M -$47.5M -13% 0.69% 59.4% 106 10.38%
KFGK
2677
Keystone Financial Group (Kentucky)
Kentucky
$325M +$17.7M +6% 1.66% 116% 235 5.53%
OCG
2678
Opus Capital Group
Ohio
$325M -$8.81M -3% 1.53% 39.5% 183 28.42%
SCP
2679
Steamboat Capital Partners
New York
$324M -$56.9M -15% 0.02% 189% 37 24.32%
OFM
2680
Omega Fund Management
Massachusetts
$324M -$68.1M -17% 14% 112% 15 6.67%
MFG
2681
MidWestOne Financial Group
Iowa
$324M -$40.5M -11% 4.17% 62.7% 265 21.13%
ANBT
2682
American National Bank & Trust
Texas
$324M +$6.89M +2% 1.82% 95.1% 195 25.64%
RRC
2683
Relaxing Retirement Coach
Massachusetts
$324M -$3.76M -1% 0.6% 28.6% 51 1.96%
FC
2684
Forte Capital
New York
$324M +$10M +3% 1.08% 98.3% 94 3.19%
GLA
2685
Good Life Advisors
Pennsylvania
$323M -$24.4M -7% 1.23% 60% 274 9.49%
ACG
2686
Allen Capital Group
Nebraska
$323M +$13.7M +4% 1.58% 56.9% 136 11.76%
HFA
2687
High Falls Advisors
New York
$323M +$14.4M +5% 1.67% 56.9% 101 11.88%
DWA
2688
Divergent Wealth Advisors
Utah
$323M +$8.66M +3% 0.3% 14.7% 42 2.38%
SLT
2689
St Louis Trust
Missouri
$323M +$6.18M +2% 0.46% 52.3% 78 5.13%
EP
2690
Eversept Partners
New York
$322M -$34.8M -10% 5.72% 281% 76 43.42%
AVA
2691
Atlas Venture Advisors
Massachusetts
$322M +$80.7M +33% 41.2% 29.2% 7 14.29%
PP
2692
Parplus Partners
New York
$322M +$164M +103% 1.29% 1 0%
FPFS
2693
First Personal Financial Services
North Carolina
$322M -$28.3M -8% 2.42% 31.5% 821 37.03%
PS
2694
Peter Svennilson
$322M -$28.2M -8% 9.89% 4 0%
HDIM
2695
Hanson & Doremus Investment Management
Vermont
$322M +$6.24M +2% 1.34% 80.8% 493 12.58%
AWM
2696
Altavista Wealth Management
North Carolina
$322M +$9.45M +3% 1% 80.6% 169 8.28%
SDWMA
2697
Schneider Downs Wealth Management Advisors
Pennsylvania
$322M +$35.1M +12% 0.04% 43.5% 77 20.78%
GAG
2698
GM Advisory Group
New York
$322M +$3.29M +1% 2.67% 53.6% 120 14.17%
BCM
2699
BlueMar Capital Management
Florida
$321M -$21.8M -6% 0.88% 27.4% 54 42.59%
BCA
2700
Berman Capital Advisors
Georgia
$321M +$6.51M +2% 0.06% 48.2% 1,702 15.75%