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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)
Sunflower Bank Wealth Management
2701
Sunflower Bank Wealth Management
Arizona
$276M -$18.3M -6% 4.12% 33.7% 102 13.73% 3.3
Simon Quick Advisors
2702
Simon Quick Advisors
New Jersey
$276M +$98.6M +56% 3.81% 69.5% 558 51.61% 0.3
Grace Capital
2703
Grace Capital
Massachusetts
$275M +$25.2M +10% 3.86% 127% 99 17.17% 2.2
CIM
2704
CIM Investment Management
Pennsylvania
$275M -$6.19M -2% 3.41% 123% 400 32% 1.8
Alley Company
2705
Alley Company
Illinois
$275M +$10.2M +4% 3.57% 88.2% 79 5.06% 3.2
Summit Financial Wealth Advisors
2706
Summit Financial Wealth Advisors
Louisiana
$275M +$22.1M +9% 4% 71.4% 158 20.25% 1.7
Wright Investors Service
2707
Wright Investors Service
Connecticut
$275M +$10.2M +4% 6.82% 146% 246 22.36% 2.1
Willingdon Wealth Management
2708
Willingdon Wealth Management
North Carolina
$275M +$22.9M +9% 4.57% 15.3% 315 63.17% 0.6
Trust Asset Management
2709
Trust Asset Management
Texas
$275M +$349K +0.1% 0.74% 91.1% 70 34.29% 1.7
Gerber Kawasaki Wealth & Investment Management
2710
Gerber Kawasaki Wealth & Investment Management
California
$274M +$10.9M +4% 6.53% 91.5% 124 19.35% 1.1
TCM
2711
TVR Capital Management
Connecticut
$274M -$94.4M -26% 8.96% – 66 74.24% 0.1
Mitchell Capital Management
2712
Mitchell Capital Management
Kansas
$274M +$12.6M +5% 7.55% 219% 73 24.66% 1.2
Timpani Capital Management
2713
Timpani Capital Management
Wisconsin
$274M +$4.68M +2% 14.9% 383% 122 38.52% 0.7
Gilbert & Cook
2714
Gilbert & Cook
Iowa
$274M -$9.31M -3% 3.31% 63.2% 146 43.84% 0.7
HA
2715
Harbor Advisors
Florida
$273M +$20.3M +8% 5.28% 125% 159 10.06% 0.6
Northeast Financial Consultants
2716
Northeast Financial Consultants
Connecticut
$273M +$19.3M +8% 4.85% 63.8% 154 10.39% 2.3
Front Street Capital Management
2717
Front Street Capital Management
Montana
$273M +$13.1M +5% 8.33% 316% 64 12.5% 1.2
Gargoyle Investment Advisor
2718
Gargoyle Investment Advisor
New Jersey
$272M +$19.4M +8% 3.98% 34.5% 212 33.96% 1.1
OneDigital Investment Advisors
2719
OneDigital Investment Advisors
Kansas
$272M -$63.1M -19% 4.15% 57.3% 1,326 28.43% 0.2
Heritage Trust
2720
Heritage Trust
Oklahoma
$272M +$12.5M +5% 4.31% – 396 20.45% 0.4
Harber Asset Management
2721
Harber Asset Management
North Carolina
$272M +$28.5M +12% 7.23% 63.6% 48 22.92% 1
PAM
2722
PineView Asset Management
Connecticut
$272M -$55.7M -17% 7.85% – 20 20% 0.8
SWK
2723
Stephen W. Kidder
$271M +$7.44M +3% 4.44% 94.7% 96 9.38% 3.1
Barry Investment Advisors
2724
Barry Investment Advisors
Massachusetts
$271M +$5.94M +2% 4.1% 66.7% 74 14.86% 1.9
CCM
2725
Castine Capital Management
Massachusetts
$271M +$48.6M +22% 5.08% 13.9% 36 16.67% 1.8