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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
3376
Pioneer Trust Bank
Oregon
$352M +$2.06M +0.6% 76
KMC
3377
Kirr Marbach & Co
Indiana
$352M +$6.19M +2% 64
GAM
3378
Gould Asset Management
California
$351M +$23.8M +7% 158
DBIA
3379
Dumont & Blake Investment Advisors
New Jersey
$351M +$26.1M +8% 206
CFO
3380
CVA Family Office
Colorado
$351M +$87.9M +33% 999
B
3381
Bridgeworth
Alabama
$351M +$34.5M +11% 139
TAS
3382
TIFF Advisory Services
Pennsylvania
$351M +$22M +7% 25
OL
3383
Optas LLC
Texas
$351M +$31.6M +10% 153
VFM
3384
Viking Fund Management
North Dakota
$350M +$15.2M +5% 124
HCA
3385
Hyperion Capital Advisors
New York
$350M +$40.5M +13% 47
MCM
3386
Monarch Capital Management
Indiana
$350M +$12.7M +4% 112
HJIM
3387
Henry James International Management
New York
$350M +$17.8M +5% 171
CNBTD
3388
Citizens National Bank Trust Department
Mississippi
$349M +$20.4M +6% 142
IFS
3389
Ifrah Financial Services
Arkansas
$349M +$16.8M +5% 223
SI
3390
Symmetry Investments
Jersey
$349M +$39.8M +13% 118
PWA
3391
Physician Wealth Advisors
Utah
$349M +$41.8M +14% 156
CWP
3392
Concord Wealth Partners
Virginia
$349M +$52M +18% 1,130
TA
3393
Tamarack Advisers
California
$349M -$133M -28% 80
ANB
3394
Amarillo National Bank
Texas
$349M -$44.9M -11% 101
P8IP
3395
Pier 88 Investment Partners
California
$348M +$53.3M +18% 124
EEP
3396
Edgehill Endowment Partners
Connecticut
$348M +$45.5M +15% 7
NQWM
3397
Northwest Quadrant Wealth Management
Oregon
$347M +$23.6M +7% 66
RPA
3398
Rock Point Advisors
Vermont
$347M +$26.2M +8% 101
SWM
3399
Southern Wealth Management
Texas
$347M +$43.1M +14% 56
FPB
3400
First PREMIER Bank
South Dakota
$346M +$64.1M +23% 370