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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
SG
2901
Strid Group
Pennsylvania
$327M +$27.5M +9% 7.56% 50.4% 34 11.76%
GBT
2902
Grove Bank & Trust
Florida
$326M +$22.9M +8% 7.1% 71.8% 181 4.42%
WAG
2903
Winthrop Advisory Group
Massachusetts
$326M +$43.3M +15% 8.9% 70.4% 118 23.73%
MW
2904
Marcum Wealth
Ohio
$326M +$1.17M +0.4% 8.91% 20% 132 18.94%
WCP
2905
Welch Capital Partners
New York
$326M +$21.8M +7% 8.67% 66.3% 24 4.17%
TB
2906
Terril Brothers
Missouri
$326M +$21.9M +7% 4.77% 94.4% 60 5%
CST
2907
Charles Schwab Trust
Nevada
$326M +$24.9M +8% 4.64% 45.6% 160 15%
HFS
2908
Haverford Financial Services
Pennsylvania
$325M +$28.3M +10% 9.59% 57.8% 67 16.42%
TA
2909
Tamarack Advisers
California
$324M -$34.7M -10% 7.75% 46.5% 44 47.73%
DDSF
2910
Diana Davis Spencer Foundation
Maryland
$324M +$492K +0.2% 0.15% 1.41% 3 0%
TM
2911
Tikvah Management
North Carolina
$324M -$3.18M -1% 15.8% 173% 20 20%
RG
2912
Rikoon Group
New Mexico
$324M +$24.2M +8% 10.2% 63.3% 224 11.61%
ACM
2913
Aubrey Capital Management
United Kingdom
$323M +$100M +45% 22.2% 296% 62 38.71%
RIM
2914
Regent Investment Management
Kentucky
$323M +$22.4M +7% 11% 44% 196 8.67%
SB
2915
Strategic Blueprint
Georgia
$323M +$39.3M +14% 9.47% 76.6% 234 38.03%
DWM
2916
Dorchester Wealth Management
Quebec, Canada
$323M +$7.54M +2% 7.21% 18.3% 141 14.18%
HIM
2917
Hanlon Investment Management
New Jersey
$323M -$22M -6% 10.1% 57.5% 133 41.35%
TFA
2918
Teamwork Financial Advisors
Texas
$323M +$43.5M +16% 18.8% 126% 215 31.63%
NFG
2919
Nations Financial Group
Iowa
$322M +$40.8M +14% 9.68% 105% 300 17%
RSVP
2920
Ramsay Stattman Vela & Price
Colorado
$322M +$32.5M +11% 12.1% 54.6% 64 3.13%
PAM
2921
Paradigm Asset Management
New York
$322M -$1.87M -0.6% 5.5% 51.6% 382 1.05%
ITFISA
2922
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$322M +$62.6M +24% 20.5% 183% 43 13.95%
OPPTF
2923
OPSEU Pension Plan Trust Fund
Ontario, Canada
$322M +$29.9M +10% 7.52% 13.4% 275 0.36%
BP
2924
Banbury Partners
North Carolina
$322M +$77.7M +32% 11.3% 138% 17 29.41%
FNC
2925
First National Corp
Massachusetts
$321M +$29.8M +10% 6.09% 56.3% 156 16.03%