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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
ZB
2176
Zions Bancorporation
Utah
$458M -$125M -21% 1.4% 22.9% 782 55.5%
PTC
2177
Private Trust Company
Ohio
$457M -$15.1M -3% 0.93% 79.6% 381 10.24%
YL
2178
YCG LLC
Texas
$457M +$47.9M +12% 2.21% 36.9% 41 21.95%
EWM
2179
Essex Woodlands Management
Texas
$457M -$96.3M -17% 18.3% 203% 10 20%
BFIM
2180
Beese Fulmer Investment Management
Ohio
$457M -$9.99M -2% 1.98% 81.1% 193 6.22%
LAM
2181
Lapides Asset Management
Connecticut
$456M -$5.18M -1% 3.33% 63% 91 13.19%
WEC
2182
White Elm Capital
Connecticut
$456M -$17.8M -4% 6.37% 103% 32 15.63%
WP
2183
WealthPLAN Partners
Nebraska
$456M +$82.2M +22% 1.02% 61.3% 290 32.41%
FPFS
2184
First Personal Financial Services
North Carolina
$456M -$57.8M -11% 0.84% 31.5% 1,112 16.73%
FLAM
2185
First Light Asset Management
Minnesota
$455M +$90.7M +25% 22.3% 266% 55 10.91%
GAM
2186
Guinness Asset Management
United Kingdom
$455M -$20.7M -4% 1.35% 57.8% 106 9.43%
TEC
2187
Tiger Eye Capital
Tennessee
$455M -$149M -25% 10.3% 116% 39 35.9%
OIA
2188
OneDigital Investment Advisors
Kansas
$455M -$420M -48% 1.65% 46.5% 1,422 13.5%
MCP
2189
Moab Capital Partners
New York
$454M +$57.2M +14% 3.52% 89.3% 38 50%
SFG
2190
Sage Financial Group
Pennsylvania
$453M -$61.7M -12% 1.06% 62% 61 11.48%
BCM
2191
Buckhead Capital Management
Georgia
$453M -$15.8M -3% 2.74% 54.4% 185 9.19%
RIA
2192
Regal Investment Advisors
Michigan
$452M +$3.81M +0.8% 2.25% 53.9% 327 17.74%
KFS
2193
Kurt F. Somerville
$452M -$31.3M -6% 0.65% 62.7% 107 5.61%
OFM
2194
Okumus Fund Management
Cayman Islands
$452M +$49.9M +12% 6.35% 8.26% 6 33.33%
ECM
2195
Everence Capital Management
Indiana
$452M -$4.06M -0.9% 0.48% 80.4% 443 10.16%
GI
2196
Glovista Investments
New Jersey
$451M -$50.4M -10% 1.76% 2.48% 105 36.19%
PAS
2197
Park Avenue Securities
New York
$451M +$65.1M +17% 0.29% 71% 187 39.04%
CFG
2198
CKW Financial Group
Hawaii
$451M +$567K +0.1% 1.13% 62.4% 180 12.78%
HI
2199
Handelsinvest Investeringsforvaltning
Denmark
$450M -$1.01M -0.2% 3.65% 37.9% 108 10.19%
IA
2200
IFG Advisory
Georgia
$450M +$5.72M +1% 1.74% 56.9% 357 16.81%