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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
BEAM
2751
Baker Ellis Asset Management
Washington
$362M -$14.4M -4% 7.49% 89.2% 246 15.45%
CWM
2752
Cranbrook Wealth Management
Michigan
$362M +$14.7M +4% 5.98% 48.8% 303 13.53%
MCM
2753
Mattern Capital Management
Colorado
$361M 5.48% 31.5% 99
3C
2754
361 Capital
Colorado
$361M -$180M -33% 11.6% 118% 423 56.5%
RTS
2755
Round Table Services
New Jersey
$361M +$23.1M +7% 6.47% 16.1% 148 12.84%
RBC
2756
Roble Belko & Company
Pennsylvania
$361M +$20.4M +6% 6.75% 53.3% 370 15.68%
SM
2757
Sabby Management
Florida
$361M +$175M +94% 11.5% 95.5% 111 50.45%
OFG
2758
Oxford Financial Group
Indiana
$360M +$43.9M +14% 6.46% 77.2% 55 12.73%
EI
2759
Ellevest Inc
New York
$360M +$74.3M +26% 6.67% 73.8% 1,102 49.46%
PS
2760
Pensionfund Sabic
Netherlands
$360M +$32.5M +10% 6.18% 67.7% 227 18.06%
DWM
2761
Dorchester Wealth Management
Quebec, Canada
$359M +$18.9M +6% 6.23% 18.3% 133 12.03%
AWC
2762
Abundance Wealth Counselors
Pennsylvania
$359M +$30.4M +9% 6.96% 94.7% 36 8.33%
NCM
2763
Noesis Capital Mangement
Florida
$359M +$49.6M +16% 7.94% 128% 123 21.14%
ECM
2764
EII Capital Management
New York
$358M -$7.24M -2% 0.04% 46.9% 218 8.26%
ECAM
2765
East Coast Asset Management
Massachusetts
$358M +$1.46M +0.4% 9.15% 147% 65 6.15%
WA
2766
Wealth Architects
California
$358M +$29.6M +9% 8.86% 80.1% 146 13.7%
DA
2767
Dillon & Associates
Michigan
$357M +$28.8M +9% 8.97% 98.2% 70 7.14%
LWM
2768
Lenox Wealth Management
Ohio
$357M +$13M +4% 5.29% 24.7% 780 11.92%
BC
2769
Burleson & Co
California
$357M +$69.9M +24% 8.52% 49.1% 122 17.21%
PCM
2770
PenderFund Capital Management
British Columbia, Canada
$356M +$59.1M +20% 11.5% 129% 67 28.36%
VFM
2771
Viking Fund Management
North Dakota
$356M +$6.06M +2% 6.23% 104% 120 8.33%
MTB
2772
Mizuho Trust & Banking
Japan
$356M +$140M +65% 5.44% 36.1% 22 18.18%
HFA
2773
High Falls Advisors
New York
$356M +$32.9M +10% 3.99% 56.9% 103 13.59%
TA
2774
Trivest Advisors
Hong Kong
$355M 28.6% 2,977% 9
TNA
2775
True North Advisors
Texas
$355M 7% 86.9% 121