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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
BBNA
3051
Bremer Bank National Association
Minnesota
$512M -$27.7M -5% 4.86% 37.4% 191 8.38%
PFG
3052
PAX Financial Group
Texas
$512M +$13.8M +3% 1.35% 56% 262 27.86%
CVM
3053
Cheviot Value Management
California
$512M +$55.7M +12% 2.11% 77.8% 71 15.49%
LIM
3054
Lathrop Investment Management
Arkansas
$511M -$4.95M -1% 1.42% 72.2% 87 9.2%
TWP
3055
TFO Wealth Partners
Ohio
$511M -$4.19M -0.8% 0.39% 63.6% 802 95.01%
GFG
3056
Greystone Financial Group
Michigan
$511M +$10.2M +2% 1.06% 64.8% 111 17.12%
ERWM
3057
Elk River Wealth Management
Colorado
$511M +$19.3M +4% 3.22% 81.8% 100 10%
AO
3058
Allen Operations
New York
$511M -$15.6M -3% 3.07% 218% 34 5.88%
BTWM
3059
Brass Tax Wealth Management
Ohio
$511M +$319M +166% 1.91% 194 43.81%
RIA
3060
Realta Investment Advisors
Delaware
$511M +$25.5M +5% 4.67% 126% 833 10.56%
TWM
3061
Thrive Wealth Management
Pennsylvania
$511M +$26.7M +6% 3.35% 73.8% 230 13.91%
PAM
3062
Peak Asset Management
Colorado
$511M +$5.68M +1% 1.66% 70.1% 153 7.19%
DAM
3063
DLD Asset Management
New York
$510M -$207M -29% 0.14% 10.3% 109 73.39%
EAMA
3064
EFG Asset Management (Americas)
Florida
$510M +$182M +55% 3.78% 112% 139 20.86%
BCM
3065
Bourgeon Capital Management
Connecticut
$510M -$842K -0.2% 1.39% 117% 117 11.11%
NICM
3066
Neo Ivy Capital Management
New York
$510M 5% 219
CICC
3067
Capital Investment Counsel (Colorado)
Colorado
$510M +$43.2M +9% 1.6% 142 16.2%
BIA
3068
Bell Investment Advisors
California
$509M -$2.31M -0.5% 0.15% 41% 1,993 6.67%
GIM
3069
Genesis Investment Management
United Kingdom
$509M +$29.4M +6% 5.6% 47.4% 17 17.65%
Legacy Financial Group (Iowa)
3070
Legacy Financial Group (Iowa)
Iowa
$508M +$14.5M +3% 1.57% 44.3% 114 12.28%
JJBC
3071
James J. Burns & Company
New York
$508M +$222M +78% 2.55% 63.1% 129 34.11%
PGA
3072
Pilgrim Global Advisors
Nevada
$508M +$46.2M +10% 19.9% 7 14.29%
HL
3073
HeadInvest LLC
Maine
$508M -$4.53M -0.9% 1.34% 59.1% 239 7.53%
WAM
3074
Winslow Asset Management
Ohio
$508M -$23.4M -4% 0.95% 89.9% 81 9.88%
CF
3075
Cantor Fitzgerald
New York
$508M +$83.8M +20% 4.5% 373% 368 56.52%