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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
CAM
2976
Crestone Asset Management
Colorado
$468M +$81.9M +21% 5.9% 6.65% 86 20.93%
BBNA
2977
Bremer Bank National Association
Minnesota
$467M +$29.4M +7% 7.73% 37.4% 219 11.87%
AIM
2978
Astor Investment Management
Illinois
$467M +$27.9M +6% 5.3% 23.3% 64 23.44%
ANBT
2979
American National Bank & Trust
Texas
$467M +$43M +10% 7.29% 95.1% 320 23.13%
CM
2980
Condire Management
Texas
$467M +$132M +40% 4.65% 187% 26 50%
FAM
2981
Formidable Asset Management
Ohio
$466M +$5.68M +1% 5.19% 52.2% 354 24.29%
JWM
2982
JGP Wealth Management
Oregon
$465M +$18.7M +4% 6.2% 78.2% 171 21.64%
KLWA
2983
Kelly Lawrence W & Associates
California
$465M +$42.5M +10% 10% 123% 165 13.94%
HH
2984
Hernani Holdings
Wyoming
$465M -$69.3M -13% 5.08% 13 7.69%
BCM
2985
Bourgeon Capital Management
Connecticut
$465M +$13.9M +3% 6.3% 117% 299 9.36%
LJAC
2986
L.J. Altfest & Co
New York
$464M +$40.8M +10% 5.44% 90.3% 306 23.53%
CAS
2987
Cascadia Advisory Services
Oregon
$463M +$12.1M +3% 6.3% 262 22.9%
LWANC
2988
Laurel Wealth Advisors (North Carolina)
North Carolina
$463M +$50.8M +12% 6.34% 63.3% 774 16.93%
DCM
2989
DG Capital Management
New York
$463M +$44.6M +11% 7.72% 76.7% 252 73.41%
WWM
2990
Windsor Wealth Management
Indiana
$463M +$43.1M +10% 6.23% 37.3% 218 11.47%
GBT
2991
Grove Bank & Trust
Florida
$462M +$36.6M +9% 6.62% 71.8% 222 4.95%
GA
2992
Geller Advisors
New York
$462M +$37.5M +9% 8.36% 20.4% 141 14.89%
NEIRG
2993
New England Investment & Retirement Group
Massachusetts
$460M +$46.4M +11% 7.81% 72.5% 113 27.43%
HI
2994
Hendershot Investments
Virginia
$460M +$28.1M +7% 6.29% 50.5% 93 5.38%
DCM
2995
Dimension Capital Management
Florida
$460M +$34.7M +8% 7.19% 65.5% 116 18.97%
OCM
2996
OLP Capital Management
Hong Kong
$459M +$167M +57% 13.1% 146% 6 16.67%
MFG
2997
Magnus Financial Group
New York
$459M +$45M +11% 6.48% 70.8% 257 14.4%
AB
2998
Aozora Bank
Japan
$459M +$68.3M +17% 2.39% 5.45% 2 0%
AWM
2999
Altavista Wealth Management
North Carolina
$459M +$48.7M +12% 5.49% 80.6% 185 7.57%
NAM
3000
Nexpoint Asset Management
Texas
$458M +$75.3M +20% 14.8% 253% 247 65.99%