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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
2901
Baker Ellis Asset Management
Washington
$419M +$61.1M +17% 15.3% 89.2% 188 17.55%
SAM
2902
Strategy Asset Managers
California
$419M +$33.3M +9% 12.7% 108% 248 13.31%
PWPS
2903
Pinnacle Wealth Planning Services
Ohio
$419M +$116M +38% 14.4% 82.1% 2,348 88.2%
CF
2904
Clarity Financial
Texas
$418M 10.3% 56.8% 82
SC
2905
Slow Capital
California
$418M +$51.2M +14% 17.4% 124% 301 44.19%
SFO
2906
Standard Family Office
South Dakota
$418M 15.7% 67.6% 566
BBNA
2907
Bremer Bank National Association
Minnesota
$418M +$39.3M +10% 12.6% 37.4% 207 10.14%
BCA
2908
Berman Capital Advisors
Georgia
$418M +$65.4M +19% 14.5% 48.2% 1,926 13.97%
FFS
2909
Founders Financial Securities
Maryland
$417M +$104M +33% 12.8% 64.3% 242 41.32%
KSCM
2910
Key Square Capital Management
Connecticut
$417M +$222M +114% 34.7% 50.2% 27 88.89%
EBSAM
2911
Eubel Brady & Suttman Asset Management
Ohio
$417M +$41.8M +11% 19% 40.2% 75 9.33%
CST
2912
Charles Schwab Trust
Nevada
$417M +$91.4M +28% 12.7% 45.6% 191 22.51%
AG
2913
Aravt Global
New York
$417M +$47.5M +13% 12.8% 83.7% 13 0%
PRS
2914
Pinkerton Retirement Specialists
Idaho
$417M +$49.9M +14% 14.4% 82.9% 95 14.74%
RH
2915
RenaissanceRe Holdings
Bermuda
$416M +$125M +43% 44.4% 40.8% 5 0%
IWA
2916
Intercontinental Wealth Advisors
Texas
$416M +$74.5M +22% 15.2% 46.7% 259 23.17%
TW
2917
TrinityPoint Wealth
Connecticut
$416M +$56.1M +16% 12.8% 28.4% 243 16.87%
TGM
2918
Tenzing Global Management
California
$415M +$192M +86% 73.4% 273% 24 62.5%
CCM
2919
Crabel Capital Management
California
$415M +$364M +722% 1.92% 13.9% 97 58.76%
ACG
2920
Allen Capital Group
Nebraska
$415M +$16.1M +4% 8.29% 56.9% 157 17.2%
VC
2921
Vision Capital
Ontario, Canada
$414M +$219M +112% 5.23% 19.8% 15 40%
TVAMP
2922
Tennessee Valley Asset Management Partners
Tennessee
$414M +$244M +144% 11.1% 65.7% 114 47.37%
FGP
2923
Foyston, Gordon, & Payne
Ontario, Canada
$414M +$26.7M +7% 12.4% 57.2% 68 10.29%
BWA
2924
BlueSky Wealth Advisors
North Carolina
$414M +$30.9M +8% 9.76% 42.9% 51 3.92%
BEC
2925
Blue Edge Capital
Virginia
$414M +$46.7M +13% 13.3% 67.4% 104 11.54%