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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
JVBC
2201
J.V. Bruni & Co
Colorado
$765M -$24.7M -3% 1.08% 70.5% 34 2.94%
FNT
2202
First Nebraska Trust
Nebraska
$764M -$4.13M -0.5% 0.82% 48% 176 2.84%
BA
2203
Bristlecone Advisors
Washington
$764M +$25M +3% 0.07% 103% 222 7.21%
F
2204
F3Logic
Minnesota
$764M -$56.6M -7% 1.61% 11.8% 252 16.67%
RAA
2205
RWC Asset Advisors
Florida
$762M -$242M -24% 10.4% 277% 16 31.25%
KAS
2206
Kemnay Advisory Services
New York
$762M -$82.7M -10% 0.67% 153% 119 50.42%
MFS
2207
Mirabella Financial Services
United Kingdom
$762M +$203M +36% 1.72% 81.2% 583 80.62%
NGA
2208
Naples Global Advisors
Florida
$761M +$42.2M +6% 0.77% 103% 391 5.37%
AW
2209
ACG Wealth
Georgia
$761M -$27.3M -3% 0.09% 45.5% 336 11.9%
VCA
2210
Verdence Capital Advisors
Maryland
$761M +$39.5M +5% 0.21% 97.1% 531 17.33%
PCP
2211
Proficio Capital Partners
Massachusetts
$760M -$59.9M -7% 0.82% 93.8% 333 20.42%
TCM
2212
Twele Capital Management
Minnesota
$760M +$115M +18% 1.28% 34.9% 41 0%
HCM
2213
Hengehold Capital Management
Ohio
$759M -$1.65M -0.2% 0.7% 48.1% 164 7.32%
ADL
2214
Asset Dedication LLC
California
$759M +$87.5M +13% 1.01% 67.8% 1,039 18%
BTWM
2215
Baker Tilly Wealth Management
Wisconsin
$757M +$137M +22% 2.63% 83.6% 527 11.76%
FM
2216
Freemont Management
Switzerland
$757M +$59.7M +9% 0.32% 152% 119 40.34%
CCMD
2217
Cypress Capital Management (Delaware)
Delaware
$757M -$1.35M -0.2% 0.21% 25.6% 175 1.71%
FFA
2218
Fragasso Financial Advisors
Pennsylvania
$756M +$9.28M +1% 0.14% 65.5% 161 9.32%
FMT
2219
First Mercantile Trust
Tennessee
$755M -$91.6M -11% 0.4% 51.2% 899 11.79%
IB
2220
Intrust Bank
Kansas
$755M +$14.2M +2% 1.05% 79.5% 395 8.61%
MVG
2221
Madrona Venture Group
Washington
$752M +$135M +22% 16.9% 233% 4 25%
CBB
2222
Citizens Business Bank
California
$752M -$8.81M -1% 0.05% 84.4% 248 6.85%
AG
2223
Algert Global
California
$751M +$454M +153% 0.68% 141% 1,112 71.76%
VCM
2224
V3 Capital Management
Texas
$751M +$160M +27% 3.26% 20.5% 20 60%
SCA
2225
Spearhead Capital Advisors
Florida
$750M +$15.2M +2% 1.05% 25.2% 203 15.27%