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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
MBT
2801
Montecito Bank & Trust
California
$515M -$6.54M -1% 0.37% 263 6.84%
CCP
2802
Corbin Capital Partners
New York
$515M +$31.9M +7% 0.74% 87.7% 107 30.84%
TS
2803
Third Security
Virginia
$515M -$194M -27% 22.5% 28.2% 11 0%
JFGLC
2804
Johnson Financial Group LLC (Colorado)
Colorado
$514M -$897K -0.2% 0.84% 58.7% 83 12.05%
SAF
2805
Smith Anglin Financial
Texas
$513M -$6.44M -1% 1.74% 52.8% 151 15.89%
VM
2806
VPR Management
Texas
$513M -$37.1M -7% 6.13% 54.5% 28 0%
EWM
2807
Edge Wealth Management
New York
$513M +$21.4M +4% 0.11% 61.6% 558 24.91%
FFIC
2808
First Fiduciary Investment Counsel
Ohio
$513M -$9.7M -2% 0.3% 48.1% 67 4.48%
NCM
2809
Noesis Capital Mangement
Florida
$512M +$22.8M +5% 0.77% 128% 136 16.18%
APGDR
2810
Absoluto Partners Gestao de Recursos
Brazil
$512M -$275M -35% 1.4% 78.7% 30 26.67%
HCM
2811
Hahn Capital Management
California
$512M -$15.8M -3% 0.99% 53.6% 34 2.94%
BWA
2812
BlueSky Wealth Advisors
North Carolina
$511M +$637K +0.1% 1.02% 42.9% 65 3.08%
BCM
2813
Brasada Capital Management
Texas
$510M +$289K +0.1% 3.58% 76.5% 162 21.6%
VDBMI
2814
Van Den Berg Management I
Texas
$510M +$2.13M +0.4% 0.87% 187% 78 8.97%
TA
2815
Tectonic Advisors
Texas
$509M +$24.5M +5% 1.28% 43.4% 238 22.69%
QCM
2816
Quest Capital Management
Texas
$509M +$7.16M +1% 1.6% 87.7% 314 14.01%
MPW
2817
MA Private Wealth
California
$509M +$6.14M +1% 0.62% 57.5% 96 15.63%
FFWA
2818
FRG Family Wealth Advisors
Washington
$509M -$17.7M -3% 0.67% 76.4% 141 7.09%
AWM
2819
Affinity Wealth Management
Delaware
$509M +$5.31M +1% 0.19% 116% 128 31.25%
PJSIMP
2820
P.J. Schmidt Investment Management (PJS)
Wisconsin
$509M +$8.14M +2% 0.05% 65.9% 176 3.41%
CST
2821
Charles Schwab Trust
Nevada
$509M +$519K +0.1% 1.35% 45.6% 186 8.6%
TNA
2822
True North Advisors
Texas
$508M +$27.9M +6% 2.19% 86.9% 232 11.21%
KWM
2823
Keebeck Wealth Management
Illinois
$507M -$187M -27% 0.67% 81.3% 253 21.34%
TIM
2824
Tikehau Investment Management
France
$507M +$3.85M +0.8% 2.4% 102% 18 27.78%
MCM
2825
Mattern Capital Management
Colorado
$507M +$855K +0.2% 1.28% 31.5% 116 1.72%