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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
FPS
2901
Fieldpoint Private Securities
Connecticut
$457M +$28.8M +7% 1,694
OAM
2902
Oberweis Asset Management
Illinois
$456M -$32.4M -7% 201
NAM
2903
Nexpoint Asset Management
Texas
$456M +$80.5M +21% 242
MCM
2904
Mitchell Capital Management
Kansas
$456M +$45.9M +11% 159
CIA
2905
Covington Investment Advisors
Pennsylvania
$455M +$41.5M +10% 78
SF
2906
Susquehanna Foundation
Pennsylvania
$455M +$22.4M +5% 5
CWC
2907
Carolinas Wealth Consulting
North Carolina
$455M +$43.9M +11% 1,041
XF
2908
XML Financial
Maryland
$455M +$44.5M +11% 230
MAM
2909
Marquette Asset Management
Minnesota
$454M +$40.3M +10% 255
RTS
2910
Round Table Services
New Jersey
$454M +$41M +10% 138
WDL
2911
Well Done LLC
Michigan
$454M +$18.2M +4% 182
MWM
2912
Madison Wealth Management
Ohio
$453M +$47.9M +12% 146
GSWM
2913
Golden State Wealth Management
California
$453M +$150M +49% 311
WC
2914
Walthausen & Co
New York
$453M -$21.4M -5% 158
LOPW
2915
Live Oak Private Wealth
North Carolina
$453M +$45.6M +11% 164
ACP
2916
Aveo Capital Partners
Colorado
$453M +$55.7M +14% 277
KA
2917
KLCM Advisors
Wisconsin
$452M +$11M +3% 119
DCM
2918
DG Capital Management
New York
$452M +$56.4M +14% 253
FTC
2919
Farmers Trust Company
Ohio
$452M +$17.5M +4% 174
BCP
2920
Berylson Capital Partners
Massachusetts
$451M +$40.4M +10% 75
CAM
2921
Columbia Asset Management
Michigan
$451M -$101M -18% 192
BCM
2922
Buckhead Capital Management
Georgia
$451M +$21.8M +5% 144
LWANC
2923
Laurel Wealth Advisors (North Carolina)
North Carolina
$450M +$37.7M +9% 773
SNT
2924
Security National Trust
West Virginia
$450M +$24.8M +6% 422
MCM
2925
Mason Capital Management
New York
$450M +$182M +68% 46