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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
BSB
1726
Bangor Savings Bank
Maine
$924M -$26.1M -3% 11% 49.6% 525 66.29%
DP
1727
Dundas Partners
United Kingdom
$924M -$176M -16% 15% 60.9% 57 5.26%
BFS
1728
Baskin Financial Services
Ontario, Canada
$923M -$213M -19% 17.8% 60% 62 12.9%
PFM
1729
Phillips Financial Management
Indiana
$923M -$134M -13% 11.5% 33.6% 144 31.25%
OCM
1730
Oribel Capital Management
New York
$922M -$667M -42% 6.71% 266% 169 61.54%
LIA
1731
LBMC Investment Advisors
Tennessee
$921M -$209M -18% 14.7% 43.6% 171 19.88%
WFA
1732
Wipfli Financial Advisors
Wisconsin
$920M -$70.8M -7% 14.4% 105 27.62%
GC
1733
Greenvale Capital
United Kingdom
$917M +$30.7M +3% 23.6% 59.6% 20 45%
BDWM
1734
Brewin Dolphin Wealth Management
Ireland
$917M +$22.9M +3% 17.5% 47.8% 396 17.93%
1WM
1735
1900 Wealth Management
Texas
$917M -$135M -13% 12.7% 43.5% 244 11.48%
FM
1736
Forward Management
California
$917M -$42.4M -4% 0.64% 36.9% 36 41.67%
LM
1737
Lincluden Management
Ontario, Canada
$914M -$216M -19% 12.8% 56.6% 75 8%
SGCM
1738
Sand Grove Capital Management
United Kingdom
$913M +$76.5M +9% 0.54% 411% 23 47.83%
WCM
1739
Wealthcare Capital Management
Virginia
$913M -$116M -11% 11.1% 41.4% 83 27.71%
EAM
1740
Evanson Asset Management
California
$909M -$120M -12% 15% 66.6% 313 20.77%
RCAG
1741
Rehmann Capital Advisory Group
Michigan
$909M -$144M -14% 12.8% 51.4% 570 16.84%
CAAS
1742
Capital Asset Advisory Services
Michigan
$908M -$32.2M -3% 12.2% 42.9% 630 19.21%
GF
1743
Greenhouse Funds
Maryland
$908M -$82.7M -8% 11.8% 51% 56 44.64%
TNB
1744
Thomasville National Bank
Georgia
$907M -$128M -12% 12.1% 225 7.11%
KPF
1745
K2 Principal Fund
Ontario, Canada
$907M -$253M -22% 19.6% 71.7% 435 48.28%
BCA
1746
Bernzott Capital Advisors
California
$905M -$186M -17% 14.8% 46.6% 55 18.18%
BCM
1747
Bluefin Capital Management
New York
$904M -$192M -18% 8.19% 853 53.22%
MCM
1748
Mill Capital Management
North Carolina
$903M -$144M -14% 14.4% 71.3% 140 15%
MMC
1749
Mizuho Markets Cayman
Cayman Islands
$902M -$330M -27% 24.6% 219% 123 30.08%
CWM
1750
Cornerstone Wealth Management
Missouri
$902M -$127M -12% 13.3% 69.8% 494 16.6%