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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
FNC
3001
First National Corp
Massachusetts
$420M +$15.9M +4% 4.79% 56.3% 165 7.27%
CAM
3002
Covenant Asset Management
New Jersey
$420M +$1.42M +0.3% 14.5% 158% 187 10.16%
BCM
3003
Bourgeon Capital Management
Connecticut
$420M +$12.4M +3% 3.46% 117% 384 19.01%
IIC
3004
Ironwood Investment Counsel
Arizona
$420M +$7.62M +2% 5.73% 64% 221 12.22%
DSC
3005
Duncker Streett & Co
Missouri
$420M +$5.69M +1% 5.19% 90.9% 512 5.66%
GCM
3006
Glynn Capital Management
California
$420M +$6.78M +2% 20.3% 218% 47 4.26%
MBT
3007
Montecito Bank & Trust
California
$419M +$6.85M +2% 5.93% 241 4.98%
IGWM
3008
ICA Group Wealth Management
Colorado
$419M -$6.58M -2% 7.02% 1,388 13.54%
EGWAG
3009
Elwood & Goetz Wealth Advisory Group
Georgia
$419M +$90.9M +28% 4.98% 58.2% 69 13.04%
ORPU
3010
Orion Resource Partners (USA)
New York
$419M +$18.9M +5% 5.4% 3 0%
EAMA
3011
EFG Asset Management (Americas)
Florida
$418M +$13.9M +3% 9.99% 112% 142 13.38%
AMBIA
3012
Allen Mooney & Barnes Investment Advisors
Georgia
$418M +$1.79M +0.4% 3.97% 70.2% 136 5.15%
SAM
3013
Synergy Asset Management
Washington
$418M +$27.4M +7% 5.52% 97.3% 132 34.09%
DFCM
3014
Dark Forest Capital Management
Puerto Rico
$418M +$11M +3% 3.19% 63% 1,684 66.21%
PFG
3015
PAX Financial Group
Texas
$417M +$23.5M +6% 5.71% 56% 230 30.87%
EWA
3016
Evolution Wealth Advisors
Florida
$417M +$19.7M +5% 7.01% 84.5% 138 27.54%
AO
3017
Advisor OS
Illinois
$417M +$40M +11% 4.02% 61.2% 251 19.52%
SVI
3018
Strategic Vision Investment
Hong Kong
$416M +$138M +50% 31.1% 95.6% 37 72.97%
GCM
3019
Ghisallo Capital Management
Massachusetts
$416M -$146M -26% 2.97% 122% 170 82.35%
CVM
3020
Cheviot Value Management
California
$416M +$9.4M +2% 2.45% 77.8% 70 2.86%
EP
3021
Eudaimonia Partners
Tennessee
$416M +$7.79M +2% 7.73% 389 21.34%
CAM
3022
Centre Asset Management
New York
$414M +$36.1M +10% 7.68% 45.3% 88 29.55%
P8IP
3023
Pier 88 Investment Partners
California
$413M +$750K +0.2% 2.82% 36.1% 101 19.8%
EWA
3024
ERTS Wealth Advisors
Michigan
$413M +$26.9M +7% 5.16% 36.5% 93 5.38%
FCA
3025
FinTrust Capital Advisors
South Carolina
$413M -$1.4M -0.3% 3.88% 23.6% 1,193 1.17%