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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
SNB
3201
Security National Bank
Nebraska
$399M +$18.8M +5% 0.69% 113% 105 11.43%
BAM
3202
Bruderman Asset Management
New York
$398M +$75.3M +23% 0.55% 31.7% 128 32.81%
MWA
3203
Martel Wealth Advisors
Washington
$398M +$422K +0.1% 0.87% 39.7% 45 0%
CWP
3204
CFM Wealth Partners
Texas
$398M +$21.1M +6% 0.69% 152% 192 13.02%
SXL
3205
Summit X LLC
Missouri
$398M +$1.58M +0.4% 0.41% 62.9% 273 8.06%
NI
3206
Natural Investments
California
$397M -$91.7M -19% 1.59% 3 0%
YWP
3207
YorkBridge Wealth Partners
New York
$397M +$14.4M +4% 0.63% 36.5% 266 10.15%
BWM
3208
Brickley Wealth Management
California
$397M +$1.68M +0.4% 0.43% 62.6% 45 6.67%
PCA
3209
PL Capital Advisors
Florida
$397M -$9.58M -2% 1.38% 100% 45 17.78%
MIM
3210
Martin Investment Management
Florida
$397M +$8.45M +2% 2.14% 44.7% 55 5.45%
FC
3211
FORA Capital
Florida
$396M -$142M -26% 1.88% 162% 1,025 85.07%
AAA
3212
Affinity Asset Advisors
New York
$396M +$117M +42% 0.15% 1,487% 91 43.96%
GJCM
3213
Grand Jean Capital Management
California
$396M -$7.5M -2% 1.65% 61.4% 48 4.17%
FCMC
3214
Founders Capital Management (Connecticut)
Connecticut
$396M -$18.7M -5% 0.8% 88.9% 76 22.37%
S
3215
Surevest
California
$396M +$12.2M +3% 2.08% 24.6% 109 10.09%
OPPTF
3216
OPSEU Pension Plan Trust Fund
Ontario, Canada
$396M +$6.01M +2% 0.44% 13.4% 283 7.42%
EIP
3217
Ellis Investment Partners
Pennsylvania
$396M +$3.76M +1% 0.9% 66.3% 826 8.84%
SCP
3218
SailingStone Capital Partners
Texas
$396M -$116M -23% 16% 152% 13 15.38%
PCM
3219
Prentice Capital Management
Connecticut
$396M -$23M -5% 17.4% 128% 32 46.88%
ERWM
3220
Elk River Wealth Management
Colorado
$395M +$9.3M +2% 0.85% 81.8% 127 6.3%
PHP
3221
Parkman Healthcare Partners
Connecticut
$395M -$62.2M -14% 8.32% 306% 93 32.26%
WC
3222
Walthausen & Co
New York
$395M -$58.1M -13% 1.32% 63.3% 160 21.25%
HCC
3223
Hill City Capital
Massachusetts
$394M +$64.2M +19% 4.39% 194% 24 25%
AA
3224
AlphaCentric Advisors
Puerto Rico
$393M +$25.3M +7% 1.51% 223 19.28%
HFM
3225
Hartford Financial Management
Connecticut
$393M -$9.86M -2% 0.93% 79.6% 411 13.63%