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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
AAM
3451
Austin Asset Management
Texas
$352M +$39.3M +13% 5.21% 85.2% 62 16.13%
FNBOMD
3452
First National Bank of Mount Dora
Florida
$352M +$21M +6% 7.67% 84.5% 145 15.86%
MCG
3453
McCollum Christoferson Group
New York
$351M +$26.8M +8% 6.89% 47.8% 72 12.5%
AFS
3454
Annapolis Financial Services
Maryland
$351M +$21.5M +7% 3.58% 15% 504 13.69%
P
3455
Paradiem
Louisiana
$351M +$29M +9% 8.82% 107% 104 5.77%
HFA
3456
High Falls Advisors
New York
$351M +$14.6M +4% 4.64% 56.9% 117 15.38%
LWA
3457
Lineweaver Wealth Advisors
Ohio
$351M +$25.1M +8% 5.57% 61.4% 135 14.07%
MDCM
3458
Morgan Dempsey Capital Management
Wisconsin
$350M -$19.4M -5% 2.63% 52.1% 137 24.82%
ICM
3459
Ionic Capital Management
New York
$350M +$7.48M +2% 5.27% 163% 373 41.02%
PCMC
3460
Private Capital Management (Colorado)
Colorado
$350M +$15.8M +5% 6.74% 20% 227 12.78%
FPB
3461
First PREMIER Bank
South Dakota
$350M +$7.06M +2% 4.28% 54.4% 407 11.06%
BFC
3462
Blue Fin Capital
Rhode Island
$350M +$40.6M +13% 14% 125% 132 3.03%
CMA
3463
Cedar Mountain Advisors
Oregon
$350M +$17.7M +5% 5.55% 53.8% 317 8.83%
RPSA
3464
Richard P. Slaughter Associates
Texas
$350M +$42.7M +14% 2.78% 51% 135 11.85%
BONH
3465
Bank of New Hampshire
New Hampshire
$350M +$16.3M +5% 6.09% 86.4% 520 8.27%
UAM
3466
UAS Asset Management
New York
$349M +$56M +19% 15.8% 98% 26 61.54%
AI
3467
AdvisorShares Investments
Maryland
$349M +$28.7M +9% 5.95% 110% 348 46.55%
CA
3468
Crane Advisory
California
$348M +$54M +18% 3.54% 34.7% 31 19.35%
CCM
3469
Callodine Capital Management
Massachusetts
$348M +$9.28M +3% 3.87% 53.8% 47 27.66%
CC
3470
Cypress Capital
Tennessee
$348M +$28M +9% 2.98% 39.8% 90 23.33%
GRA
3471
Goehring & Rozencwajg Associates
New York
$348M +$54.5M +19% 4.83% 148% 54 20.37%
GG
3472
GenWealth Group
New Jersey
$348M +$21.2M +6% 5.55% 67.8% 73 8.22%
PFM
3473
Privium Fund Management
Netherlands
$347M +$49.7M +17% 18.6% 451% 153 36.6%
HP
3474
HT Partners
Connecticut
$347M +$8.68M +3% 3.95% 63.1% 54 9.26%
PCM
3475
Punch Card Management
Florida
$347M +$27.9M +9% 10.5% 41% 4 0%