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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
FHC
2726
First Heartland Consultants
Missouri
$320M +$36M +13% 5.74% 55.2% 261 16.86%
HDIM
2727
Hanson & Doremus Investment Management
Vermont
$320M +$15.4M +5% 3.73% 80.8% 504 10.52%
AWE
2728
Avidian Wealth Enterprises
Texas
$320M +$2.75M +0.9% 4.43% 63.7% 124 33.87%
EAM
2729
Exane Asset Management
France
$319M +$88.3M +38% 6.98% 77.5% 197 75.13%
TFS
2730
TrustCore Financial Services
Tennessee
$319M +$37.1M +13% 10.5% 28.3% 1,059 26.53%
PFO
2731
Pathstone Family Office
New Jersey
$319M +$184M +135% 7.6% 38.9% 264 50.38%
RIM
2732
Regent Investment Management
Kentucky
$319M +$19.8M +7% 7.23% 44% 211 8.06%
SNT
2733
Security National Trust
West Virginia
$319M +$17.5M +6% 7.73% 58.3% 398 6.28%
GP
2734
Greenline Partners
New York
$319M +$13.9M +5% 5.19% 69.6% 69 7.25%
GAG
2735
GM Advisory Group
New York
$319M -$17.7M -5% 2.87% 53.6% 133 15.79%
GKFF
2736
George Kaiser Family Foundation
Oklahoma
$319M +$12.1M +4% 3.26% 106% 19 21.05%
HCM
2737
Harvest Capital Management
New Hampshire
$319M +$20.8M +7% 3.7% 19.5% 106 7.55%
MAM
2738
Marquette Asset Management
Minnesota
$318M +$19.8M +7% 5.55% 63.5% 105 10.48%
VHMC
2739
Value Holdings Management Company
New York
$318M +$8.63M +3% 6.3% 125% 36 11.11%
FEG
2740
Financial Enhancement Group
Indiana
$318M +$27.6M +10% 4.43% 57.5% 282 15.96%
GIP
2741
Greatmark Investment Partners
Georgia
$318M +$27.9M +10% 9.27% 62% 127 7.87%
CWM
2742
Circle Wealth Management
New Jersey
$317M +$22.8M +8% 6.43% 71.8% 105 12.38%
FPFS
2743
First Personal Financial Services
North Carolina
$317M +$17.8M +6% 6.4% 31.5% 708 11.86%
AFIA
2744
America First Investment Advisors
Nebraska
$317M +$9.41M +3% 3.55% 78.2% 100 4%
AAI
2745
American Assets Inc
California
$316M -$11M -3% 3.36% 63.2% 3 0%
SMG
2746
Spectrum Management Group
Indiana
$316M +$28.5M +10% 7.26% 44% 256 23.44%
IRM
2747
Income Research & Management
Massachusetts
$316M -$8.41M -3% 0.07% 0.7% 27 92.59%
SCM
2748
Sanoor Capital Management
Connecticut
$316M +$82.3M +35% 13% 21 66.67%
SFG
2749
StrategIQ Financial Group
Indiana
$316M +$26.4M +9% 3.6% 12.6% 189 11.64%
PCIA
2750
Prime Capital Investment Advisors
Kansas
$315M +$77.3M +33% 3.07% 71.3% 395 44.81%