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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
PL
2251
Parthenon LLC
Kentucky
$501M +$33.4M +7% 7.58% 80.8% 109 5.5%
HT
2252
Heritage Trust
Oklahoma
$500M +$37.5M +8% 9.07% 201 11.94%
QCMNJ
2253
Quantum Capital Management (New Jersey)
New Jersey
$500M +$59.3M +13% 6.47% 33.4% 40 15%
EWM
2254
Edge Wealth Management
New York
$500M +$65.7M +15% 8.28% 61.6% 663 18.25%
CIC
2255
Cutler Investment Counsel
Oregon
$500M -$19.7M -4% 5.9% 56.2% 97 9.28%
HHAM
2256
HITE Hedge Asset Management
Massachusetts
$499M +$10.8M +2% 1.67% 57.9% 115 58.26%
SCM
2257
Somerset Capital Management
United Kingdom
$498M +$65.2M +15% 9.46% 7.5% 19 15.79%
BA
2258
Bristlecone Advisors
Washington
$498M +$87.5M +21% 8.95% 103% 199 32.66%
CWM
2259
Campbell Wealth Management
Virginia
$498M +$47.8M +11% 6.07% 11.2% 67 5.97%
CA
2260
Calton & Associates
Florida
$498M +$47.5M +11% 7.55% 55.3% 401 24.94%
GWM
2261
Greenwich Wealth Management
Connecticut
$497M -$15.2M -3% 8.26% 163% 199 13.57%
AIA
2262
Angeles Investment Advisors
California
$497M +$33.3M +7% 8.09% 71.7% 90 22.22%
DBG
2263
De Burlo Group
Massachusetts
$495M +$50.8M +11% 13% 98.1% 95 32.63%
CAM
2264
Crake Asset Management
United Kingdom
$495M 18.3% 52.9% 14
CNB
2265
Camden National Bank
Maine
$494M +$34.2M +7% 5% 48.8% 146 21.23%
OPCM
2266
Osborne Partners Capital Management
California
$494M -$3.97M -0.8% 9.96% 47.6% 165 8.48%
BFG
2267
Barber Financial Group
Kansas
$494M +$23.3M +5% 5% 39% 154 9.09%
AC
2268
Antara Capital
New York
$494M +$278M +129% 7.01% 39.8% 54 70.37%
DAM
2269
Deltec Asset Management
New York
$493M +$95.4M +24% 9.02% 128% 203 33.5%
TFA
2270
Toth Financial Advisory
Virginia
$493M +$36.6M +8% 8.13% 82.5% 546 25.64%
BCVI
2271
Bain Capital Venture Investors
Massachusetts
$491M +$43.4M +10% 13.4% 82.1% 5 20%
PP
2272
Peconic Partners
New York
$490M +$60.3M +14% 9.7% 252% 86 58.14%
HCM
2273
Heathbridge Capital Management
Ontario, Canada
$490M +$25.8M +6% 6.15% 58.7% 30 3.33%
VCAM
2274
Van Cleef Asset Management
Ohio
$490M +$36.2M +8% 8.42% 81.1% 120 8.33%
PWM
2275
Perigon Wealth Management
California
$490M +$64.2M +15% 10.2% 81.3% 288 22.22%