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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
TNA
3401
True North Advisors
Texas
$353M +$12.7M +4% 11.7% 86.9% 241 33.61%
OWM
3402
Opes Wealth Management
California
$353M +$42.4M +14% 5.72% 54.1% 123 13.82%
JSA
3403
Jacobson & Schmitt Advisors
Wisconsin
$353M +$4.21M +1% 7.23% 70.3% 66 10.61%
MF
3404
Manchester Financial
California
$352M +$7.1M +2% 3.6% 67.5% 104 16.35%
SFS
3405
Security Financial Services
Indiana
$352M +$23.4M +7% 5.07% 60.7% 155 17.42%
MSS
3406
Mitchell Sinkler & Starr
Pennsylvania
$352M +$14M +4% 6.85% 72.2% 145 6.21%
EECFI
3407
EnCap Energy Capital Fund IX
Texas
$352M +$283M +412% 8.97% 69.2% 2 50%
NB
3408
Nicolet Bankshares
Wisconsin
$352M +$44M +14% 7.61% 63.9% 208 8.65%
HP
3409
Harbourvest Partners
Massachusetts
$352M +$55.2M +19% 26.9% 6.18% 64 7.81%
PCTC
3410
Perkins Coie Trust Company
Washington
$352M +$18.3M +5% 6.01% 70.8% 253 14.23%
ODG
3411
O'Dell Group
Ohio
$352M +$41.7M +13% 5.58% 72.2% 523 85.85%
FIM
3412
Fruth Investment Management
Texas
$352M +$5.87M +2% 3.13% 71% 222 3.15%
MCM
3413
McRae Capital Management
New Jersey
$352M +$4.47M +1% 6.17% 59.2% 101 7.92%
VRM
3414
Vectors Research Management
New York
$352M -$36.2M -9% 2.2% 67.3% 140 9.29%
AAM
3415
Austin Asset Management
Texas
$352M +$39.3M +13% 5.21% 71.4% 62 16.13%
FNBOMD
3416
First National Bank of Mount Dora
Florida
$352M +$21M +6% 7.67% 84.5% 145 15.86%
MCG
3417
McCollum Christoferson Group
New York
$351M +$26.8M +8% 6.89% 47.8% 72 12.5%
AFS
3418
Annapolis Financial Services
Maryland
$351M +$21.5M +7% 3.58% 15% 504 13.69%
P
3419
Paradiem
Louisiana
$351M +$29M +9% 8.82% 107% 104 5.77%
HFA
3420
High Falls Advisors
New York
$351M +$14.6M +4% 4.64% 56.9% 117 15.38%
LWA
3421
Lineweaver Wealth Advisors
Ohio
$351M +$25.1M +8% 5.57% 61.4% 135 14.07%
MDCM
3422
Morgan Dempsey Capital Management
Wisconsin
$350M -$19.4M -5% 2.63% 40.8% 137 24.82%
ICM
3423
Ionic Capital Management
New York
$350M +$7.48M +2% 5.27% 103% 373 41.02%
PCMC
3424
Private Capital Management (Colorado)
Colorado
$350M +$15.8M +5% 6.74% 20% 227 12.78%
FPB
3425
First PREMIER Bank
South Dakota
$350M +$7.06M +2% 4.28% 54.4% 407 11.06%