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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
BFIM
1876
Beese Fulmer Investment Management
Ohio
$876M +$45.6M +5% 5.85% 81.1% 225 4.89%
ZF
1877
Zhang Financial
Michigan
$876M +$91.5M +12% 6.55% 56.8% 236 6.78%
CWM
1878
Cahaba Wealth Management
Georgia
$874M +$68.3M +8% 4.7% 36.7% 151 8.61%
FTS
1879
Fifth Third Securities
Ohio
$872M +$111M +15% 4.17% 58.9% 215 7.91%
LNB
1880
Ledyard National Bank
$871M +$20.2M +2% 5.43% 69.8% 203 3.45%
BCM
1881
BTC Capital Management
Iowa
$869M +$37.6M +5% 7.61% 251 10.36%
GCAC
1882
Guardian Capital Advisors (Canada)
Ontario, Canada
$868M -$13.5M -2% 2.15% 26.1% 167 11.98%
NAS
1883
Nicolet Advisory Services
Wisconsin
$868M +$111M +15% 5.32% 62.7% 296 22.3%
MAS
1884
Meeder Advisory Services
Ohio
$868M +$76.3M +10% 7.76% 71.1% 443 13.54%
BP
1885
BBR Partners
New York
$868M -$21.6M -2% 7.93% 51.6% 196 26.02%
SBLIC
1886
Security Benefit Life Insurance Company
Kansas
$867M +$79.6M +10% 11.2% 60.6% 91 31.87%
AAIM
1887
American Assets Investment Management
California
$867M +$4.37M +0.5% 0.43% 413% 179 6.7%
SFG
1888
StrategIQ Financial Group
Indiana
$866M +$3.32M +0.4% 4.65% 12.6% 291 7.22%
CC
1889
Callan Capital
California
$864M +$54.1M +7% 6.26% 20.1% 197 12.18%
MB
1890
Mizuho Bank
Japan
$864M +$210M +32% 8.45% 128% 8 12.5%
TCBWMS
1891
Texas Capital Bank Wealth Management Services
Texas
$863M +$42.5M +5% 6.95% 68.2% 203 23.15%
BCM
1892
Bowie Capital Management
Texas
$863M +$81.1M +10% 14% 35.8% 48 35.42%
WAS
1893
Wesleyan Assurance Society
United Kingdom
$863M +$48.7M +6% 8.2% 78.1% 101 0.99%
BCM
1894
Bronte Capital Management
Australia
$862M +$69.4M +9% 7.8% 112% 31 16.13%
CGA
1895
Crescent Grove Advisors
Illinois
$862M -$100M -10% 2.72% 51.2% 299 14.38%
YIH
1896
Y-Intercept (HK)
Hong Kong
$861M +$183M +27% 4.46% 34.4% 1,670 75.63%
PCMF
1897
Private Capital Management (Florida)
Florida
$860M +$123M +17% 12.2% 68.6% 149 33.56%
RA
1898
Resolute Advisors
California
$859M +$95.1M +12% 13.8% 38.3% 74 22.97%
FNFDCM
1899
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$858M +$24.2M +3% 5.46% 67.3% 175 9.71%
BOPW
1900
Brandywine Oak Private Wealth
Pennsylvania
$857M +$52.7M +7% 5.63% 55.7% 259 7.72%