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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
CT
2176
Caldwell Trust
Florida
$1.13B +$55.2M +5% 3% 74.1% 793 10.34%
RPC
2177
Rossmore Private Capital
Connecticut
$1.12B +$195M +21% 3.75% 66.3% 363 14.05%
TA
2178
Townsend & Associates
Colorado
$1.12B +$66.4M +6% 2.27% 54.1% 118 7.63%
DN
2179
Danmarks Nationalbank
$1.12B 1.35% 1
ZIG
2180
Zuckerman Investment Group
Illinois
$1.12B +$39.9M +4% 7.1% 115% 170 26.47%
KBFS
2181
Kohmann Bosshard Financial Services
Ohio
$1.12B +$142M +15% 1.31% 42.8% 1,099 71.88%
RCYC
2182
Richard C. Young & Co
Rhode Island
$1.12B +$39.4M +4% 4.25% 137% 92 5.43%
CNBT
2183
Canandaigua National Bank & Trust
New York
$1.12B -$22.4M -2% 2.76% 330 9.09%
GA
2184
GRS Advisors
Illinois
$1.11B +$46.3M +4% 1.4% 41.1% 37 27.03%
KI
2185
Keystone Investors
Singapore
$1.11B +$248M +29% 16.4% 732% 107 64.49%
SCM
2186
SOL Capital Management
Maryland
$1.11B -$2.71M -0.2% 1.51% 56.6% 317 6.62%
GGI
2187
Godsey & Gibb Inc
Virginia
$1.11B -$20M -2% 1.47% 78.9% 469 26.65%
NOSC
2188
North of South Capital
United Kingdom
$1.11B +$72.2M +7% 2.71% 28 21.43%
MAA
2189
Matrix Asset Advisors
New York
$1.11B +$34.5M +3% 4.5% 76.9% 109 3.67%
EFM
2190
EQT Fund Management
Luxembourg
$1.11B -$751M -40% 8.76% 5 40%
PWA
2191
Pitcairn Wealth Advisors
Pennsylvania
$1.11B 1.93% 267
II
2192
Inspire Investing
Idaho
$1.11B +$84M +8% 1.88% 77.1% 1,183 34.15%
WA
2193
Wealth Architects
California
$1.11B +$50.8M +5% 3.94% 80.1% 250 10%
AWAG
2194
ARS Wealth Advisors Group
Florida
$1.11B +$96.3M +10% 4.01% 77.1% 202 10.89%
CCA
2195
Conservest Capital Advisors
Pennsylvania
$1.11B +$27.9M +3% 2.46% 58.6% 135 9.63%
TCM
2196
Topline Capital Management
California
$1.11B +$524M +90% 8.53% 57 40.35%
UMC
2197
UNC Management Company
North Carolina
$1.11B +$216M +24% 2.34% 75.3% 5 40%
M
2198
MOTCO
Texas
$1.1B +$8.42M +0.8% 2.75% 48.7% 659 6.37%
AC
2199
AWM Capital
Arizona
$1.1B +$1.66M +0.2% 2.07% 37.7% 106 5.66%
RFM
2200
Royal Fund Management
Florida
$1.1B +$260M +31% 1.72% 92.4% 354 35.88%