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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
HT
2151
Heritage Trust
Oklahoma
$510M +$110M +27% 20.6% 202 15.35%
MCM
2152
Maple Capital Management
Vermont
$510M +$110M +27% 22.4% 94.4% 105 20%
BCP
2153
Blue Chip Partners
Michigan
$510M +$108M +27% 18.2% 60.3% 139 13.67%
FAT
2154
First American Trust
California
$510M +$101M +25% 20.6% 75.4% 133 24.81%
JJIJ
2155
Johnson & Johnson Innovation - JJDC
New Jersey
$509M +$325M +177% 43.1% 15 20%
FCMI
2156
Foresite Capital Management II
California
$509M +$80.4M +19% 42% 66.2% 6 50%
COI
2157
Connable Office Inc
Michigan
$509M +$90.1M +22% 20.9% 54.5% 192 23.44%
UAS
2158
United Asset Strategies
New York
$508M +$104M +26% 18.7% 94.6% 206 25.24%
KC
2159
Keenan Capital
California
$507M +$141M +39% 48.5% 118% 14 7.14%
CMO
2160
Covenant Multifamily Offices
Texas
$507M +$110M +28% 17.8% 38.3% 164 35.98%
FHC
2161
First Heartland Consultants
Missouri
$507M +$119M +31% 17.5% 55.2% 303 25.74%
KGAMU
2162
KPS Global Asset Management (UK)
United Kingdom
$507M +$251M +98% 84.6% 523% 12 25%
CBT
2163
Central Bank & Trust
Kentucky
$506M +$91M +22% 19.6% 110% 267 9.74%
QSS
2164
Quantitative Systematic Strategies
Florida
$506M +$384M +314% 25.2% 133% 641 74.26%
GECH
2165
Garnet Equity Capital Holdings
New York
$505M +$79.9M +19% 33% 230% 27 48.15%
CSC
2166
Cove Street Capital
California
$505M +$17.2M +4% 21.9% 84.2% 104 34.62%
MLM
2167
Mount Lucas Management
Pennsylvania
$505M +$19.1M +4% 11.9% 84.4% 81 69.14%
HWA
2168
Heartwood Wealth Advisors
Virginia
$505M +$88.4M +21% 15.8% 56.2% 77 16.88%
OHM
2169
Ordinal Holdings ManageCo
New York
$505M -$329M -39% 13.4% 19.5% 1 0%
EAM
2170
Evanson Asset Management
California
$505M +$85.3M +20% 23.3% 66.6% 248 16.13%
AIM
2171
Astor Investment Management
Illinois
$505M 7.8% 23.3% 42
TWI
2172
Thomas White International
Illinois
$504M +$55.3M +12% 13.5% 34.9% 306 12.42%
IB
2173
Intrust Bank
Kansas
$503M +$144M +40% 21.5% 79.5% 346 16.18%
CWM
2174
Cabot Wealth Management
Massachusetts
$501M +$82.8M +20% 24% 55.6% 139 20.86%
MCM
2175
Matarin Capital Management
New York
$501M -$143M -22% 30.4% 73.2% 237 36.29%