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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
CCM
3001
Coerente Capital Management
Ontario, Canada
$512M -$16.8M -3% 1.28% 40% 45 2.22%
BBNA
3002
Bremer Bank National Association
Minnesota
$512M -$27.7M -5% 4.86% 37.4% 191 8.38%
PFG
3003
PAX Financial Group
Texas
$512M +$13.8M +3% 1.35% 42.5% 262 27.86%
CVM
3004
Cheviot Value Management
California
$512M +$55.7M +12% 2.11% 83.7% 71 15.49%
LIM
3005
Lathrop Investment Management
Arkansas
$511M -$4.95M -1% 1.42% 65.5% 87 9.2%
TWP
3006
TFO Wealth Partners
Ohio
$511M -$4.19M -0.8% 0.39% 52.9% 802 95.01%
GFG
3007
Greystone Financial Group
Michigan
$511M +$10.2M +2% 1.06% 64.8% 111 17.12%
ERWM
3008
Elk River Wealth Management
Colorado
$511M +$19.3M +4% 3.22% 68% 100 10%
AO
3009
Allen Operations
New York
$511M -$15.6M -3% 3.07% 221% 34 5.88%
RIA
3010
Realta Investment Advisors
Delaware
$511M +$25.5M +5% 4.67% 126% 833 10.56%
TWM
3011
Thrive Wealth Management
Pennsylvania
$511M +$26.7M +6% 3.35% 73.8% 230 13.91%
PAM
3012
Peak Asset Management
Colorado
$511M +$5.68M +1% 1.66% 58.1% 153 7.19%
DAM
3013
DLD Asset Management
New York
$510M -$207M -29% 0.14% 8.24% 109 73.39%
EAMA
3014
EFG Asset Management (Americas)
Florida
$510M +$182M +55% 3.78% 112% 139 20.86%
BCM
3015
Bourgeon Capital Management
Connecticut
$510M -$842K -0.2% 1.39% 117% 117 11.11%
CICC
3016
Capital Investment Counsel (Colorado)
Colorado
$510M +$43.2M +9% 1.6% 142 16.2%
BIA
3017
Bell Investment Advisors
California
$509M -$2.31M -0.5% 0.15% 31.2% 1,993 6.67%
GIM
3018
Genesis Investment Management
United Kingdom
$509M +$29.4M +6% 5.6% 47.4% 17 17.65%
Legacy Financial Group (Iowa)
3019
Legacy Financial Group (Iowa)
Iowa
$508M +$14.5M +3% 1.57% 34.4% 114 12.28%
JJBC
3020
James J. Burns & Company
New York
$508M +$222M +78% 2.55% 52.3% 129 34.11%
PGA
3021
Pilgrim Global Advisors
Nevada
$508M +$46.2M +10% 19.9% 7 14.29%
HL
3022
HeadInvest LLC
Maine
$508M -$4.53M -0.9% 1.34% 45.6% 239 7.53%
WAM
3023
Winslow Asset Management
Ohio
$508M -$23.4M -4% 0.95% 83.3% 81 9.88%
CF
3024
Cantor Fitzgerald
New York
$508M +$83.8M +20% 4.5% 174% 368 56.52%
RAM
3025
Rempart Asset Management
Canada
$507M -$13.1M -3% 1.28% 58.8% 42 4.76%