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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
HDIM
2726
Hanson & Doremus Investment Management
Vermont
$465M +$77.5M +20% 9.64% 80.8% 574 19.51%
AG
2727
Advocate Group
Minnesota
$464M +$59.9M +15% 12.5% 47.3% 121 10.74%
SFS
2728
Summit Financial Strategies
Ohio
$464M +$43.3M +10% 9.77% 57.8% 128 12.5%
LBIM
2729
Land & Buildings Investment Management
Connecticut
$464M +$9.95M +2% 5.79% 53.9% 22 18.18%
LFA
2730
Legacy Financial Advisors
Kentucky
$464M +$45.9M +11% 10% 86.3% 258 20.16%
WFAG
2731
Wescott Financial Advisory Group
Pennsylvania
$464M +$105M +29% 7.4% 55.5% 160 15%
VM
2732
VPR Management
Texas
$463M +$19.8M +4% 7.64% 54.5% 53 47.17%
MC
2733
Meteora Capital
Florida
$462M +$66.9M +17% 0.27% 56.9% 580 60.86%
DA
2734
Dillon & Associates
Michigan
$462M +$31.2M +7% 9.19% 98.2% 77 3.9%
9WM
2735
9258 Wealth Management
Ohio
$462M +$71M +18% 9.96% 49.6% 347 13.83%
MIG
2736
McGuire Investment Group
Rhode Island
$462M +$23.1M +5% 9.12% 184% 121 11.57%
PRS
2737
Pinkerton Retirement Specialists
Idaho
$462M +$203M +78% 11% 82.9% 143 36.36%
DWP
2738
Destiny Wealth Partners
Florida
$462M +$16.8M +4% 5.9% 63.7% 723 25.45%
OHCM
2739
Oak Hill Capital Management
New York
$462M -$69.7M -13% 4.4% 1.19% 2 50%
SM
2740
Skaana Management
New York
$462M +$171M +59% 3.62% 269% 232 73.71%
GFS
2741
GYL Financial Synergies
Connecticut
$462M +$95.1M +26% 8.17% 36% 223 17.94%
WAM
2742
Wallington Asset Management
Indiana
$462M +$39.2M +9% 9.49% 108% 85 17.65%
RH
2743
RenaissanceRe Holdings
Bermuda
$461M -$344M -43% 4.08% 40.8% 9 11.11%
ZAM
2744
Zevin Asset Management
Massachusetts
$460M +$37.1M +9% 8.41% 71.7% 83 15.66%
BL
2745
Bleichroeder LP
New York
$460M -$19.1M -4% 2.82% 202% 94 9.57%
FA
2746
Faithward Advisors
Pennsylvania
$460M +$38M +9% 6.05% 119% 277 17.33%
SB
2747
Sunflower Bank
Texas
$459M +$18.5M +4% 9.51% 42.7% 119 9.24%
EEP
2748
Edgehill Endowment Partners
Connecticut
$459M +$70.5M +18% 3.87% 11.6% 9 0%
PGCM
2749
Prescott Group Capital Management
Oklahoma
$459M +$135M +42% 22.6% 148% 205 41.46%
MCM
2750
Mengis Capital Management
Oregon
$459M +$36.6M +9% 11.1% 91.8% 165 3.03%