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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
ZAM
2101
Zevin Asset Management
Massachusetts
$360M +$7.18M +2% 0.33% 57.5% 129 10.85%
WIC
2102
Whitegate Investment Counselors
New Hampshire
$360M 2.8% 40.3% 153
FG
2103
Fiduciary Group
Georgia
$360M +$14.7M +4% 3.19% 57.4% 188 9.04%
BTNA
2104
Bremer Trust National Association
Minnesota
$360M +$13.1M +4% 1.59% 31.2% 266 10.53%
TCM
2105
Twele Capital Management
Minnesota
$359M +$11.8M +3% 2.22% 34.9% 46 8.7%
3AM
2106
3D Asset Management
Connecticut
$359M +$7.22M +2% 1.45% 0.82% 53 9.43%
SCA
2107
Stieven Capital Advisors
Missouri
$359M +$7.14M +2% 3.11% 82.8% 76 14.47%
BAM
2108
Burnham Asset Management
New York
$359M +$44.2M +14% 4.41% 39.5% 232 23.71%
HCM
2109
Heathbridge Capital Management
Ontario, Canada
$359M -$426K -0.1% 3.08% 54.8% 29 10.34%
LLC
2110
Latimer Light Capital
New York
$359M +$44.6M +14% 8.52% 134% 29 48.28%
MHAM
2111
Monroe Hall Asset Management
New York
$359M +$56.2M +19% 1.15% 23 47.83%
PCIG
2112
Partners Capital Investment Group
Massachusetts
$359M +$15.2M +4% 2.55% 37.4% 76 19.74%
CFG
2113
CNO Financial Group
Indiana
$358M -$57.6M -14% 2.06% 19 5.26%
CIC
2114
Cutler Investment Counsel
Oregon
$358M +$31.5M +10% 3.14% 56.2% 82 14.63%
COI
2115
Connable Office Inc
Michigan
$358M -$2.9M -0.8% 2.4% 54.5% 195 16.41%
GA
2116
GRS Advisors
Illinois
$358M -$50.5M -12% 5.81% 41.1% 34 55.88%
JFA
2117
JNBA Financial Advisors
Minnesota
$358M +$79.8M +29% 3.73% 61.8% 583 13.89%
SFA
2118
Sequoia Financial Advisors
Ohio
$357M +$47.4M +15% 1.59% 78.3% 271 30.63%
M2MC
2119
Matthew 25 Management Corp
Pennsylvania
$356M -$41.6M -10% 0.98% 122% 19 10.53%
VCP
2120
Vernier Capital Partners
New York
$355M +$125M +54% 2.84% 75.7% 21 23.81%
TCM
2121
Tygh Capital Management
Oregon
$355M +$12.4M +4% 9.54% 251% 109 34.86%
MWM
2122
Merriman Wealth Management
Washington
$355M +$247M +230% 1.83% 18.3% 118 66.1%
FANJ
2123
Financial Architects (New Jersey)
New Jersey
$355M +$74.8M +27% 3.11% 31.3% 1,545 28.93%
BFS
2124
Baskin Financial Services
Ontario, Canada
$354M +$8.76M +3% 1.39% 60% 48 16.67%
JA
2125
JLB & Associates
Michigan
$353M -$38.5M -10% 1.7% 57.7% 76 9.21%