We are live on ! Find out more

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
MAM
2851
Montanaro Asset Management
United Kingdom
$532M -$36.9M -6% 12.5% 49.6% 45 4.44%
KFS
2852
Kurt F. Somerville
$531M +$33.6M +7% 10.3% 92.9% 103 9.71%
BEC
2853
Blue Edge Capital
Virginia
$531M +$53.5M +11% 10.1% 67.4% 105 7.62%
SWM
2854
Sendero Wealth Management
Texas
$530M +$64.5M +14% 12.2% 86.3% 158 10.76%
AC
2855
Annandale Capital
Texas
$530M +$129M +32% 8.38% 57.2% 161 29.81%
DCM
2856
Disciplina Capital Management
Tennessee
$530M +$46.8M +10% 7.71% 30% 58 3.45%
AIS
2857
American Investment Services
Massachusetts
$530M +$62.2M +13% 10.9% 63.1% 146 8.22%
HDIM
2858
Hanson & Doremus Investment Management
Vermont
$530M +$45.2M +9% 10.2% 80.8% 481 14.55%
JBA
2859
Johnson Bixby & Associates
Washington
$530M +$49.9M +10% 8.65% 44.1% 110 14.55%
JCM
2860
JAT Capital Management
Connecticut
$530M +$82.1M +18% 29.7% 734% 43 60.47%
PFGIA
2861
Patriot Financial Group Insurance Agency
Massachusetts
$530M +$46M +10% 10.2% 87% 513 19.49%
CPA
2862
Capital Planning Advisors
California
$529M +$49.7M +10% 9.23% 64.2% 136 11.76%
TAMH
2863
Taikang Asset Management (HK)
Hong Kong
$529M +$91M +21% 16.5% 172% 71 7.04%
EFL
2864
ERn Financial LLC
Wisconsin
$529M +$67.7M +15% 10% 55.9% 180 15.56%
SA
2865
Strategic Advisors
New York
$528M +$21.2M +4% 12% 87.3% 205 8.29%
AACP
2866
Advantage Alpha Capital Partners
California
$528M +$52.3M +11% 14.2% 79.2% 167 52.1%
CCMINC
2867
Cardinal Capital Management Inc (North Carolina)
North Carolina
$528M +$36.8M +7% 9.69% 77.6% 138 2.17%
WAM
2868
Warberg Asset Management
Illinois
$528M +$32.3M +7% 0.66% 65.3% 291 33.33%
TAIM
2869
Te Ahumairangi Investment Management
New Zealand
$528M -$87.3M -14% 10.5% 55.5% 90 7.78%
RGI
2870
River Global Investors
United Kingdom
$528M +$101M +24% 14.8% 49.7% 229 13.1%
EAM
2871
EFG Asset Management
Oregon
$527M +$106M +25% 19.8% 211% 203 14.29%
PIS
2872
PPSC Investment Service
Japan
$527M +$100M +23% 22.1% 161% 4 0%
FAG
2873
Financial Advisory Group
Texas
$527M +$41.8M +9% 10.2% 20.6% 88 7.95%
LWANC
2874
Laurel Wealth Advisors (North Carolina)
North Carolina
$527M +$54.3M +11% 9.31% 63.3% 601 4.99%
MFG
2875
MidWestOne Financial Group
Iowa
$526M +$85.2M +19% 15.9% 62.7% 293 13.65%