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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
WC
2326
Whitney & Co
New York
$445M +$3.01M +0.7% 2.81% 93.2% 105 6.67%
SMC
2327
Smith, Moore & Co
Missouri
$445M +$24.3M +6% 2.75% 67% 332 8.13%
JA
2328
JOYN Advisors
Georgia
$445M +$9.95M +2% 2.35% 0.77% 138 23.19%
MSR
2329
Main Street Research
Connecticut
$444M +$130M +41% 3.68% 232% 96 11.46%
RC
2330
Roundview Capital
New Jersey
$444M +$23.2M +6% 4.39% 77.7% 232 10.78%
CBT
2331
Central Bank & Trust
Kentucky
$444M -$1.81M -0.4% 3.53% 110% 282 13.12%
LF
2332
Lee Financial
Texas
$443M +$15.6M +4% 1.86% 69.7% 552 8.33%
KPW
2333
Kore Private Wealth
New York
$443M -$1.4M -0.3% 2.35% 35.9% 913 75.58%
FTI
2334
Fiduciary Trust International
Massachusetts
$443M +$44.5M +11% 4.78% 36.8% 149 48.32%
MBTD
2335
Mechanics Bank - Trust Department
California
$443M +$3.87M +0.9% 2.96% 67.2% 158 8.23%
MRCM
2336
M&R Capital Management
New Jersey
$442M +$3.31M +0.8% 3.23% 52.6% 528 3.41%
MAP
2337
Managed Asset Portfolios
Michigan
$442M +$37.7M +9% 6.72% 99.2% 28 7.14%
LI
2338
LVZ Inc
Michigan
$441M +$13.3M +3% 2.18% 47.1% 77 7.79%
VOAM
2339
Vertex One Asset Management
British Columbia, Canada
$441M -$22.7M -5% 8.06% 107% 158 43.67%
RPGK
2340
Retirement Planning Group (Kansas)
Kansas
$441M +$26.7M +6% 2.78% 49.7% 66 1.52%
UONDDL
2341
University of Notre Dame du Lac
Indiana
$441M -$7.2M -2% 4.08% 77 48.05%
IL
2342
Investure LLC
Virginia
$439M -$83.3M -16% 4.5% 55.4% 19 42.11%
CC
2343
Crosslink Capital
California
$439M +$35.4M +9% 11% 135% 30 30%
LCM
2344
LVM Capital Management
Michigan
$439M +$2.83M +0.6% 2.39% 107% 114 7.02%
TIM
2345
Total Investment Management
Arizona
$439M +$22.8M +5% 2.3% 38.3% 55 10.91%
RA
2346
RFG Advisory
Alabama
$438M +$46.3M +12% 3.34% 52.3% 335 21.49%
PCG
2347
Private Capital Group
Connecticut
$438M -$87.7M -17% 2.9% 30.1% 2,667 25.12%
PCM
2348
Prime Capital Management
Hong Kong
$438M -$26.1M -6% 3.21% 579% 3 0%
MIM
2349
Miller Investment Management
Pennsylvania
$438M +$57.2M +15% 2.07% 60.2% 79 5.06%
BBI
2350
Baxter Bros Inc
Connecticut
$438M +$9.61M +2% 4.72% 73.8% 118 8.47%