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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 Avg Holding
Period (Yrs)
Gleason Group
3126
Gleason Group
Kentucky
$493M +$14.2M +3% 1.82% 69.1% 278 29.14% 2.7
First National Bank & Trust Co of Newtown
3127
First National Bank & Trust Co of Newtown
Pennsylvania
$492M -$700K -0.1% 2.44% 55.7% 137 4.38% 8.4
Tybourne Capital Management
3128
Tybourne Capital Management
Hong Kong
$492M -$93.2M -16% 3.45% 109% 43 27.91% 1.8
Dimension Capital Management
3129
Dimension Capital Management
Florida
$492M -$9.8M -2% 2.17% 65.5% 121 19.01% 3.5
Montecito Bank & Trust
3130
Montecito Bank & Trust
California
$492M -$8.43M -2% 3.89% – 266 3.38% 5.6
Ramirez Asset Management
3131
Ramirez Asset Management
New York
$491M -$4.5M -0.9% 3.31% 86.8% 408 8.09% 0.7
Bricktown Capital
3132
Bricktown Capital
Michigan
$491M -$2.73M -0.6% 3.16% 46.2% 53 64.15% 0.5
FBT
3133
First Bank & Trust
South Dakota
$491M +$7.19M +1% 2.38% 85.6% 242 11.98% 3.6
Dividend Assets Capital
3134
Dividend Assets Capital
South Carolina
$491M +$16.3M +3% 2.48% 67.4% 145 10.34% 6.9
Sargent Investment Group
3135
Sargent Investment Group
Maryland
$490M +$34.1M +7% 3.97% 113% 229 16.16% 3
Wedgewood Partners
3136
Wedgewood Partners
Missouri
$490M -$9.7M -2% 5.08% 78.1% 19 0% 5.3
Matthew Goff Investment Advisor
3137
Matthew Goff Investment Advisor
Texas
$490M -$3.91M -0.8% 0.25% 89.6% 99 6.06% 4
Brian C. Broderick
3138
Brian C. Broderick
$490M +$21.7M +5% 4.42% 98.6% 82 2.44% 6.3
Stanley Capital Management
3139
Stanley Capital Management
Texas
$489M +$86.9M +22% 3.45% 158% 38 21.05% 3.5
Austin Asset Management
3140
Austin Asset Management
Texas
$489M +$18.3M +4% 5.29% 85.2% 69 11.59% 1.7
Speece Thorson Capital Group
3141
Speece Thorson Capital Group
Minnesota
$489M -$28.4M -5% 4.95% 34.2% 43 2.33% 7.1
FA
3142
Financial Advisors
Massachusetts
$489M +$5.91M +1% 2.39% 71.5% 78 6.41% 4.1
Hutchinson Capital Management
3143
Hutchinson Capital Management
California
$489M -$5.1M -1% 0.09% 52.6% 91 14.29% 4.5
Asio Capital
3144
Asio Capital
Kentucky
$489M +$17.5M +4% 3.21% 98% 99 5.05% 2.6
Columbus Hill Capital Management
3145
Columbus Hill Capital Management
New Jersey
$488M +$28.7M +6% 2.16% 151% 34 35.29% 1.5
Capital Advantage
3146
Capital Advantage
California
$488M -$4.59M -0.9% 0.22% 49.2% 52 15.38% 4.4
Commonwealth Financial Services
3147
Commonwealth Financial Services
West Virginia
$487M +$62.8M +15% 2.28% 64.2% 210 20.95% 3.4
RI
3148
RPTC Inc
Wyoming
$487M +$13.7M +3% 2.12% 66.4% 6 0% 5.4
Geometric Wealth Advisors
3149
Geometric Wealth Advisors
District of Columbia
$487M +$63.4M +15% 0.8% 62.1% 59 22.03% 1.3
McGlone Suttner Wealth Management
3150
McGlone Suttner Wealth Management
Wisconsin
$487M -$46.4M -9% 0.39% 61.6% 173 9.25% 1.2