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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
TW
2776
TrinityPoint Wealth
Connecticut
$523M +$33.6M +7% 0.83% 28.4% 319 22.26%
AWP
2777
Ascent Wealth Partners
New York
$523M -$1.53M -0.3% 0.62% 94.4% 152 5.26%
SI
2778
Salesforce Inc
California
$522M -$412M -44% 26.1% 33.9% 7 42.86%
DA
2779
Dillon & Associates
Michigan
$522M +$11.4M +2% 2.72% 98.2% 72 1.39%
BMM
2780
Buffington Mohr McNeal
Idaho
$522M +$11.7M +2% 1.41% 29.3% 124 5.65%
AWA
2781
Alaska Wealth Advisors
Alaska
$521M +$8.92M +2% 0.89% 44.3% 48 2.08%
AIM
2782
Aigen Investment Management
New York
$521M -$52.2M -9% 4.25% 55.5% 730 79.32%
CCT
2783
Chemung Canal Trust
New York
$521M -$2.33M -0.4% 0.21% 80.9% 123 4.07%
FSCM
2784
Front Street Capital Management
Montana
$520M -$29.4M -5% 4.64% 316% 69 11.59%
IMOV
2785
Investment Management of Virginia
Virginia
$520M +$702K +0.1% 0.12% 93.4% 166 6.63%
CCG
2786
Chatham Capital Group
Georgia
$520M +$2.36M +0.5% 0.21% 89.9% 198 7.07%
IWA
2787
IBEX Wealth Advisors
New Jersey
$519M +$19.2M +4% 0.15% 221% 450 62%
BEAM
2788
Baker Ellis Asset Management
Washington
$519M +$8.69M +2% 0.21% 89.2% 207 8.21%
CNB
2789
Camden National Bank
Maine
$519M -$10.6M -2% 1.17% 48.8% 157 12.1%
BCM
2790
Barometer Capital Management
Ontario, Canada
$518M -$4.36M -0.8% 5.25% 336% 165 44.85%
SFP
2791
Shepherd Financial Partners
Massachusetts
$518M -$7.91M -2% 0.19% 78% 155 9.68%
WAM
2792
Winslow Asset Management
Ohio
$518M -$18.4M -3% 0.25% 89.9% 91 10.99%
PRS
2793
Pinkerton Retirement Specialists
Idaho
$517M -$1.99M -0.4% 0.51% 82.9% 105 15.24%
DF
2794
Donoghue Forlines
Massachusetts
$516M -$18.8M -4% 0.19% 199% 250 41.2%
EWM
2795
Evermay Wealth Management
Virginia
$516M -$23.6M -4% 0.48% 56.2% 553 21.7%
ECM
2796
Exchange Capital Management
Michigan
$516M -$5.2M -1% 0.52% 57.8% 167 3.59%
HCL
2797
Heard Capital LLC
Illinois
$516M +$74.4M +17% 5.16% 161% 54 46.3%
FA
2798
Faithward Advisors
Pennsylvania
$516M +$10.9M +2% 0.89% 119% 297 16.84%
WA
2799
Wealth Architects
California
$515M +$4.86M +1% 0.89% 80.1% 199 12.56%
GFA
2800
Gifford Fong Associates
California
$515M +$357K +0.1% 0.3% 180% 136 0.74%