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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
PTB
3276
Pioneer Trust Bank
Oregon
$350M +$21.2M +6% 8.14% 61.4% 76 7.89%
CM
3277
Cornerstone Management
Georgia
$350M +$33.6M +11% 3.48% 40% 52 15.38%
ED
3278
Exane Derivatives
France
$350M +$9.81M +3% 6.44% 42.7% 984 27.03%
HAM
3279
Harber Asset Management
North Carolina
$350M -$15M -4% 15% 30% 39 35.9%
TFCP
3280
Twin Focus Capital Partners
Massachusetts
$350M +$23.2M +7% 5.14% 92.5% 178 17.98%
IPW
3281
Inlet Private Wealth
Florida
$349M +$43.6M +14% 12.2% 77.6% 131 9.92%
PAG
3282
Private Advisory Group
Washington
$349M +$46.1M +15% 6.37% 134% 159 50.31%
FC
3283
Fulcrum Capital
Washington
$349M +$14.4M +4% 3.51% 83.4% 95 26.32%
HFA
3284
High Falls Advisors
New York
$348M +$3.71M +1% 3.66% 56.9% 122 22.13%
IIC
3285
Ironwood Investment Counsel
Arizona
$348M -$92M -21% 7.04% 54.7% 224 16.52%
SIMM
3286
Stillwater Investment Management (Minnesota)
Minnesota
$348M +$24.3M +8% 7.63% 72.3% 81 3.7%
WFPG
3287
Waller Financial Planning Group
Ohio
$348M +$27.4M +9% 5.94% 40.9% 49 10.2%
ECM
3288
EagleClaw Capital Management
Massachusetts
$348M +$33.5M +11% 13.9% 96.5% 130 3.85%
JAM
3289
JW Asset Management
Florida
$348M +$103M +42% 40.5% 126% 11 27.27%
BCB
3290
Brian C. Broderick
$347M +$10.6M +3% 3.51% 64.8% 81 7.41%
MC
3291
Matisse Capital
Oregon
$347M +$24.8M +8% 9.02% 52.1% 178 19.66%
FCA
3292
FinTrust Capital Advisors
South Carolina
$347M +$31.8M +10% 7.04% 23.6% 1,211 16.6%
TFF
3293
The Family Firm
Maryland
$346M +$11M +3% 5.26% 40.2% 173 5.2%
TCM
3294
Tao Capital Management
California
$346M -$60.4M -15% 14.1% 356% 8 25%
BFA
3295
Benedict Financial Advisors
Georgia
$346M +$68.5M +25% 5.38% 62% 130 18.46%
BWP
3296
BSW Wealth Partners
Colorado
$346M +$20.8M +6% 6.11% 75.4% 231 28.14%
MFW
3297
Mosaic Family Wealth
Missouri
$346M +$46.8M +16% 5.07% 85.2% 170 14.71%
HPIA
3298
Hamilton Point Investment Advisors
North Carolina
$346M +$28.7M +9% 8.54% 79.3% 75 2.67%
WC
3299
Westwind Capital
New Mexico
$346M +$2.47M +0.7% 3.56% 78.1% 42 16.67%
KMC
3300
Kirr Marbach & Co
Indiana
$346M +$26.4M +8% 12.1% 135% 63 26.98%