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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
OAM
2076
Optimal Asset Management
California
$793M -$51.6M -6% 356
JMFC
2077
J.M. Forbes & Co
Massachusetts
$792M -$503K -0.1% 121
GP
2078
Girard Partners
Pennsylvania
$792M +$13.9M +2% 266
CT
2079
Caldwell Trust
Florida
$791M +$27.1M +4% 758
CIAS
2080
Capital Investment Advisory Services
North Carolina
$791M -$4.38M -0.6% 824
II
2081
Inspire Investing
Idaho
$791M +$31.2M +4% 980
PFC
2082
Phocas Financial Corp
California
$791M -$3.15M -0.4% 225
NCM
2083
Narwhal Capital Management
Georgia
$791M +$375K +0% 175
BRF
2084
B. Riley Financial
California
$790M +$31.7M +4% 53
PIM
2085
Perpetual Investment Management
Australia
$789M +$84.4M +12% 231
MCM
2086
Maple Capital Management
Vermont
$788M -$40.5M -5% 109
MOS
2087
MGO One Seven
Ohio
$788M +$72.7M +10% 652
NAS
2088
Nicolet Advisory Services
Wisconsin
$788M +$21.5M +3% 203
MAP
2089
Moody Aldrich Partners
Massachusetts
$788M +$76.4M +11% 191
RWM
2090
RKL Wealth Management
Pennsylvania
$788M -$6.5M -0.8% 132
CC
2091
Cypress Capital
Tennessee
$787M +$685M +669% 227
LRPA
2092
L. Roy Papp & Associates
Arizona
$787M -$5.11M -0.6% 175
PDN
2093
Pensionfund DSM Netherlands
Netherlands
$787M +$9.36M +1% 487
JCM
2094
Jacobi Capital Management
Pennsylvania
$786M +$29.7M +4% 1,528
LBD
2095
Landsberg Bennett & Dubbaneh
Florida
$785M +$14.2M +2% 301
OFG
2096
Oxford Financial Group
Indiana
$784M +$39M +5% 256
WFA
2097
Wipfli Financial Advisors
Wisconsin
$784M +$76.2M +11% 45
AHC
2098
Anderson Hoagland & Co
Missouri
$784M -$2.06M -0.3% 116
WAS
2099
Wesleyan Assurance Society
United Kingdom
$783M -$14.8M -2% 97
HS
2100
Hazelview Securities
Ontario, Canada
$782M +$26.8M +4% 28