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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
PS
2751
Peter Svennilson
$322M -$28.2M -8% 9.89% 4 0%
HDIM
2752
Hanson & Doremus Investment Management
Vermont
$322M +$6.24M +2% 1.34% 80.8% 493 12.58%
AWM
2753
Altavista Wealth Management
North Carolina
$322M +$9.45M +3% 1% 80.6% 169 8.28%
SDWMA
2754
Schneider Downs Wealth Management Advisors
Pennsylvania
$322M +$35.1M +12% 0.04% 55% 77 20.78%
GAG
2755
GM Advisory Group
New York
$322M +$3.29M +1% 2.67% 53.6% 120 14.17%
BCM
2756
BlueMar Capital Management
Florida
$321M -$21.8M -6% 0.88% 27.4% 54 42.59%
BCA
2757
Berman Capital Advisors
Georgia
$321M +$6.51M +2% 0.06% 48.2% 1,702 15.69%
KCMH
2758
Kontiki Capital Management (HK)
Hong Kong
$321M +$9.73M +3% 4.21% 90.6% 5 0%
EECFI
2759
EnCap Energy Capital Fund IX
Texas
$321M -$77.5M -19% 18.8% 69.2% 3 0%
FM
2760
Frazier Management
Washington
$320M -$70.4M -18% 22.9% 408% 19 5.26%
BRCM
2761
Bright Rock Capital Management
Massachusetts
$320M +$6.57M +2% 4.36% 41.8% 77 7.79%
PDM
2762
Penn Davis McFarland
Texas
$320M +$23.9M +8% 3.04% 86.8% 45 15.56%
TCM
2763
Traynor Capital Management
Pennsylvania
$320M +$12M +4% 0.36% 225% 189 21.16%
WA
2764
Waddell & Associates
Tennessee
$319M -$10.9M -3% 0.15% 194% 18 11.11%
SNT
2765
Security National Trust
West Virginia
$319M +$251K +0.1% 1.61% 58.3% 375 4.8%
DLCIG
2766
D.L. Carlson Investment Group
New Hampshire
$319M -$5.42M -2% 1.79% 113% 165 18.79%
AIA
2767
Affinity Investment Advisors
California
$319M -$30M -9% 3.01% 189% 153 20.26%
AIS
2768
American Investment Services
Massachusetts
$318M +$3.27M +1% 2.2% 63.1% 138 5.8%
CIA
2769
CSat Investment Advisory
Michigan
$318M +$35M +12% 0.91% 87.4% 1,085 2.3%
MS
2770
Maven Securities
Jersey
$317M +$167M +111% 1.96% 135% 246 85.77%
RCIM
2771
Red Cedar Investment Management
Michigan
$317M +$43.4M +16% 1.19% 81.4% 26 15.38%
OIA
2772
Optimum Investment Advisors
Illinois
$317M +$8.5M +3% 2.17% 125% 1,058 16.64%
CCP
2773
Caymus Capital Partners
Texas
$317M -$138M -30% 11.7% 57.3% 39 48.72%
OFG
2774
Oxford Financial Group
Indiana
$317M +$11.5M +4% 0.09% 77.2% 50 4%
NTCM
2775
Nine Ten Capital Management
Illinois
$316M -$42.3M -12% 10.1% 166% 10 20%