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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)
Hartford Financial Management
3226
Hartford Financial Management
Connecticut
$393M -$9.9M -2% 0.93% 87.9% 411 13.63% 4
Procyon Advisors
3227
Procyon Advisors
Connecticut
$392M +$25.7M +7% 0.95% 92.3% 328 14.63% 1.1
Renaissance Investment Group
3228
Renaissance Investment Group
Massachusetts
$392M +$1.6M +0.4% 2.33% 110% 90 12.22% 5.2
Vantagepoint Investment Advisers
3229
Vantagepoint Investment Advisers
District of Columbia
$392M -$199M -34% 0.21% 42.7% 2 0% 1.3
Pettinga Financial Advisors
3230
Pettinga Financial Advisors
Indiana
$392M +$19M +5% 1.04% 78.1% 118 12.71% 1.6
Condire Management
3231
Condire Management
Texas
$392M -$74.9M -16% 1.66% 187% 27 48.15% 0.3
Gilman Hill Asset Management
3232
Gilman Hill Asset Management
Connecticut
$392M +$1.27M +0.3% 1.72% 54.2% 206 12.14% 3.7
Octavia Wealth Advisors
3233
Octavia Wealth Advisors
Ohio
$391M +$12M +3% 0.12% 67.9% 187 15.51% 0.6
CAM
3234
Coltrane Asset Management
New York
$391M +$228M +140% 0.49% 50.3% 7 71.43% 0.3
Ipswich Investment Management
3235
Ipswich Investment Management
Massachusetts
$391M -$434K -0.1% 0.22% 104% 200 6% 3.6
MTC
3236
Matrix Trust Company
Colorado
$391M +$8.34M +2% 1.72% 51.4% 22 18.18% 1.9
Prestige Wealth Management Group
3237
Prestige Wealth Management Group
New Jersey
$391M +$14M +4% 0.33% 55.8% 1,079 6.3% 1.7
Ironwood Investment Counsel
3238
Ironwood Investment Counsel
Arizona
$390M +$13.9M +4% 0.44% 64% 210 9.52% 4
SOA Wealth Advisors
3239
SOA Wealth Advisors
New York
$390M +$1.17M +0.3% 1.37% 79.1% 1,019 7.65% 0.7
Vantage Wealth
3240
Vantage Wealth
California
$390M -$18.5M -5% 1.47% 56.1% 35 5.71% 3.9
EFL
3241
ERn Financial LLC
Wisconsin
$390M +$108M +38% 1.4% 61.2% 139 26.62% 1.3
Trust Company
3242
Trust Company
Kansas
$390M +$248M +174% 1.13% 40.6% 315 4.76% 3.8
Laidlaw Wealth Management
3243
Laidlaw Wealth Management
New York
$390M +$2.28M +0.6% 0.13% 150% 290 22.76% 1
Cheviot Value Management
3244
Cheviot Value Management
California
$390M -$17.4M -4% 2.18% 77.8% 81 4.94% 3.2
BCA
3245
Bray Capital Advisors
Florida
$390M -$195K -0% 0.28% 36.6% 273 3.66% 3.7
Engine No 1 LLC
3246
Engine No 1 LLC
California
$389M +$25.6M +7% 0.39% 536% 228 37.72% 0.2
Simon Quick Advisors
3247
Simon Quick Advisors
New Jersey
$389M +$10.9M +3% 0.35% 77.8% 457 5.69% 2
ECM
3248
EagleClaw Capital Management
Massachusetts
$388M +$1.47M +0.4% 2.12% 104% 139 5.04% 4.6
Nicolet Bankshares
3249
Nicolet Bankshares
Wisconsin
$388M +$7.35M +2% 0.89% 75.5% 215 9.77% 3.7
SG
3250
Swarthmore Group
Pennsylvania
$387M $0 0% 0.11% 44.2% 44 0% 1.6