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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
FRM
1701
Foundation Resource Management
Arkansas
$560M +$22.9M +4% 3.97% 67.8% 60 3.33%
LNB
1702
Ledyard National Bank
$560M +$5.45M +1% 3.19% 69.8% 634 10.41%
BFA
1703
Bragg Financial Advisors
North Carolina
$560M +$5.04M +0.9% 3.15% 74.6% 259 7.72%
GGI
1704
Godsey & Gibb Inc
Virginia
$559M +$8.62M +2% 1.68% 78.9% 58 6.9%
EWM
1705
Endurance Wealth Management
Rhode Island
$558M +$25.6M +5% 5.59% 59% 527 9.3%
MIM
1706
Marco Investment Management
Georgia
$558M +$19.9M +4% 4.27% 92.8% 189 10.58%
GCAC
1707
Guardian Capital Advisors (Canada)
Ontario, Canada
$557M +$21M +4% 3.69% 26.1% 171 10.53%
GW
1708
GW & Wade
Massachusetts
$556M -$27.3M -5% 1.54% 32.2% 255 18.43%
CC
1709
Crosslink Capital
California
$555M -$1.16M -0.2% 13.1% 105% 38 31.58%
DIGDR
1710
Dynamo Internacional Gestao de Recursos
Brazil
$554M +$31.6M +6% 6.28% 67.3% 11 18.18%
NFG
1711
Next Financial Group
Texas
$554M +$239M +76% 3.09% 85.4% 2,552 29.66%
FMLI
1712
Fukoku Mutual Life Insurance
Japan
$554M +$42.5M +8% 0.05% 103% 299 3.01%
BG
1713
Bellevue Group
Switzerland
$553M +$22M +4% 9.44% 140% 131 12.98%
TAM
1714
Taurus Asset Management
New York
$553M -$16.3M -3% 2.04% 26.9% 94 4.26%
KBG
1715
Kahn Brothers Group
New York
$552M +$35.5M +7% 8.75% 38.1% 37 5.41%
FLII
1716
First Long Island Investors
New York
$552M +$12.8M +2% 6.52% 65.5% 56 7.14%
IGM
1717
Incline Global Management
New York
$552M +$122M +28% 2.37% 13.6% 30 53.33%
CAM
1718
Centre Asset Management
New York
$551M -$13.8M -2% 6.52% 45.3% 89 39.33%
BWP
1719
Baldwin Wealth Partners
Massachusetts
$551M +$65.2M +13% 5.67% 85.9% 596 31.38%
AP
1720
Atwood & Palmer
Missouri
$551M -$2.71M -0.5% 6.81% 82.3% 337 10.68%
CIC
1721
Cornercap Investment Counsel
Georgia
$551M +$24.9M +5% 5.52% 55.4% 434 38.94%
HCMNY
1722
Howard Capital Management (New York)
New York
$550M +$30M +6% 4.93% 76.8% 114 12.28%
FSA
1723
Franklin Street Advisors
North Carolina
$550M +$22.8M +4% 5.35% 113% 224 21.88%
BBA
1724
BLB&B Advisors
Pennsylvania
$550M +$19.6M +4% 3.35% 60.7% 289 9%
CCFCSB
1725
Cape Cod Five Cents Savings Bank
Massachusetts
$548M +$1.91M +0.3% 3.12% 49.8% 186 3.23%