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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
AAM
3176
Austin Asset Management
Texas
$608M -$392K -0.1% 0.37% 85.2% 87 14.94%
NFSG
3177
Newbridge Financial Services Group
Florida
$608M -$35.8M -6% 4.12% 115% 1,273 14.77%
KJHP
3178
K.J. Harrison & Partners
Ontario, Canada
$608M -$144M -19% 1.58% 140% 269 34.94%
MA
3179
MYDA Advisors
New York
$608M +$82.7M +16% 9.92% 232% 222 68.47%
MBT
3180
Montecito Bank & Trust
California
$607M -$19.9M -3% 0.45% 276 7.61%
EFG
3181
Everest Financial Group
Minnesota
$607M +$160M +36% 3.69% 202 57.43%
AFG
3182
Altiora Financial Group
Ohio
$607M +$26.9M +5% 0.05% 38.3% 112 15.18%
SAS
3183
SMI Advisory Services
Indiana
$607M +$26.6M +5% 2.5% 79.7% 66 19.7%
PC
3184
Pier Capital
Connecticut
$606M -$20.2M -3% 7.23% 223% 144 28.47%
TCM
3185
Topline Capital Management
California
$605M -$500M -45% 17.9% 56 35.71%
JHCP
3186
Jackson Hole Capital Partners
Oklahoma
$605M +$21.1M +4% 5.84% 71.4% 319 4.7%
SC
3187
Steginsky Capital
New York
$605M +$11.6M +2% 0.15% 115% 8 0%
FGA
3188
Fortis Group Advisors
New Jersey
$605M +$8.53M +1% 1.36% 91.2% 632 16.61%
ECM
3189
Elgethun Capital Management
South Dakota
$605M +$25.7M +4% 0.32% 61.5% 169 4.73%
SLWA
3190
San Luis Wealth Advisors
California
$604M +$7.25M +1% 0.21% 58.8% 190 12.11%
PIFP
3191
Partners in Financial Planning
Virginia
$603M +$12.3M +2% 0.33% 38.9% 123 7.32%
IECM
3192
Intrinsic Edge Capital Management
Illinois
$603M +$41.7M +7% 6.79% 283% 141 59.57%
ERWM
3193
Elk River Wealth Management
Colorado
$602M -$19.9M -3% 1.08% 81.8% 107 11.21%
SA
3194
Strategic Advisors
New York
$602M -$36.3M -6% 3.51% 87.3% 186 4.84%
MTC
3195
Matrix Trust Company
Colorado
$602M -$3.8M -0.6% 0.03% 46.8% 257 47.08%
CIG
3196
Capricorn Investment Group
California
$602M -$224M -27% 10.8% 95.9% 7 0%
NPCM
3197
North Peak Capital Management
New York
$601M -$575M -49% 18.8% 301% 10 30%
OCAM
3198
Onex Canada Asset Management
Ontario, Canada
$601M -$119M -17% 7.21% 87.8% 82 17.07%
CTA
3199
Clear Trail Advisors
Texas
$601M +$170M +39% 5.66% 151 17.88%
CNBTD
3200
Citizens National Bank Trust Department
Mississippi
$601M +$20.9M +4% 3.38% 114% 390 8.21%