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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
EIP
3301
Ellis Investment Partners
Pennsylvania
$573M +$19.7M +4% 2.18% 51% 267 17.6%
FM
3302
Freemont Management
Switzerland
$573M +$373M +186% 4.28% 152% 135 31.85%
NA
3303
Nordwand Advisors
Pennsylvania
$572M -$58.2M -9% 2.27% 66.9% 159 10.69%
TCM
3304
Tufton Capital Management
Maryland
$572M +$11.1M +2% 4.43% 86.5% 124 6.45%
ALA
3305
Atlas Legacy Advisors
California
$571M +$52.5M +10% 2.59% 217 17.51%
MIM
3306
Manitou Investment Management
Ontario, Canada
$571M -$2.51M -0.4% 5% 57.2% 57 1.75%
IIA
3307
IPG Investment Advisors
California
$570M +$9.7M +2% 2.56% 78.6% 253 28.46%
BT
3308
Brandywine Trust
Delaware
$570M -$87M -13% 0.81% 11.9% 33 3.03%
BSI
3309
Bregal Sagemount IV
$570M 17.6% 1
ANB
3310
Amarillo National Bank
Texas
$569M +$494K +0.1% 2.11% 56.3% 85 12.94%
DW30
3311
Drucker Wealth 3.0
New Jersey
$569M +$7.06M +1% 2.34% 284 18.31%
EGWAG
3312
Elwood & Goetz Wealth Advisory Group
Georgia
$569M +$47.8M +9% 1.71% 40.7% 144 13.89%
ARG
3313
Advisory Resource Group
Oklahoma
$569M +$11.1M +2% 1.93% 66.5% 182 11.54%
BL
3314
Bleichroeder LP
New York
$568M +$55.3M +11% 27% 197% 77 11.69%
SIM
3315
Symetra Investment Management
Connecticut
$568M +$113M +25% 1.15% 40.8% 7 14.29%
LJAF
3316
Laura & John Arnold Foundation
Texas
$568M 7.74% 4
OP
3317
ORG Partners
Indiana
$568M +$19.4M +4% 2.73% 69.5% 1,844 20.77%
BMWS
3318
Brady Martz Wealth Solutions
North Dakota
$568M +$17.1M +3% 2.09% 175 16%
EWM
3319
Edge Wealth Management
New York
$566M +$1.93M +0.3% 4.57% 61.6% 94 19.15%
CCM
3320
Catalio Capital Management
New York
$566M +$24.9M +5% 25.4% 52 40.38%
MCM
3321
Mengis Capital Management
Oregon
$566M +$57.1M +11% 5.61% 91.8% 217 8.29%
WPI
3322
Walter Public Investments
Canada
$565M -$43M -7% 0.76% 57.9% 53 18.87%
AC
3323
Aristides Capital
Kentucky
$565M -$128M -18% 1.67% 110% 352 55.68%
TAM
3324
Talos Asset Management
New York
$565M +$45.5M +9% 16.2% 31 58.06%
ESL
3325
Endurance Services Ltd
New York
$565M -$32.2M -5% 0.93% 14 57.14%