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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
CNBTD
3176
Citizens National Bank Trust Department
Mississippi
$348M +$100M +40% 11.9% 114% 332 9.64%
SFA
3177
Souders Financial Advisors
Ohio
$348M +$1.91M +0.6% 11.3% 45.5% 153 18.3%
PCA
3178
PL Capital Advisors
Florida
$348M -$40.2M -10% 9.84% 58% 42 7.14%
IIM
3179
Ipswich Investment Management
Massachusetts
$348M -$55.2M -14% 11.6% 92.8% 191 8.9%
CJL
3180
Cyrus J. Lawrence
New York
$347M -$90M -21% 14% 282 13.48%
UAM
3181
UAS Asset Management
New York
$347M -$104M -23% 22% 102% 26 69.23%
LI
3182
Lafayette Investments
Maryland
$346M -$56.4M -14% 13.1% 63.2% 132 11.36%
OMC
3183
Overbrook Management Corp
New York
$346M -$105M -23% 16.5% 117% 98 15.31%
FGP
3184
Foyston, Gordon, & Payne
Ontario, Canada
$346M -$62.4M -15% 11.3% 56.9% 66 12.12%
CC
3185
Crosslink Capital
California
$346M -$185M -35% 32.5% 105% 22 18.18%
NG
3186
Northstar Group
New York
$346M -$70.3M -17% 15.5% 61.8% 152 8.55%
BONH
3187
Bank of New Hampshire
New Hampshire
$346M -$65.8M -16% 13.3% 86.4% 544 7.9%
SXL
3188
Summit X LLC
Missouri
$346M -$61.7M -15% 13.8% 62.9% 272 17.65%
TWP
3189
Total Wealth Planning
Ohio
$346M -$24.7M -7% 11% 37.2% 90 17.78%
AAM
3190
Alphadyne Asset Management
New York
$345M +$214M +163% 15.8% 133% 16 93.75%
PWA
3191
Physician Wealth Advisors
Utah
$345M -$31.4M -8% 15.1% 71.3% 163 12.88%
CIA
3192
Compass Ion Advisors
Pennsylvania
$345M +$22.1M +7% 10.8% 56.7% 96 28.13%
S
3193
Schroders
United Kingdom
$345M -$111M -24% 8.53% 5.82% 84 19.05%
MWA
3194
Monograph Wealth Advisors
California
$345M -$51.2M -13% 15.1% 59.7% 92 18.48%
SL
3195
Systelligence LLC
Minnesota
$345M -$119M -26% 12.6% 57.3% 48 39.58%
FPS
3196
Fieldpoint Private Securities
Connecticut
$344M -$141M -29% 12.5% 47.2% 1,793 18.8%
WFA
3197
West Financial Advisors
Iowa
$344M -$36M -9% 11.6% 45.1% 202 27.23%
HPIA
3198
Hamilton Point Investment Advisors
North Carolina
$344M -$44.6M -11% 11.9% 79.3% 76 3.95%
CIC
3199
Canal Insurance Company
South Carolina
$344M -$20.6M -6% 6.33% 103% 105 22.86%
PCA
3200
Providence Capital Advisors
North Carolina
$344M -$64.7M -16% 13.3% 42.1% 482 38.38%