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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
PP
2326
PrairieView Partners
Minnesota
$433M +$31.2M +8% 0.28% 34% 83 44.58%
GWI
2327
Grace & White Inc
New York
$432M -$5.37M -1% 0.25% 61.5% 127 2.36%
FIB
2328
First Interstate Bank
Montana
$432M -$19.1M -4% 1.09% 48.2% 688 19.33%
AC
2329
Abbrea Capital
California
$432M +$24.1M +6% 1.05% 38% 183 3.28%
HVIA
2330
Hudson Valley Investment Advisors
New York
$432M +$38K +0% 1.95% 94.6% 179 8.38%
MRCM
2331
M&R Capital Management
New Jersey
$431M -$11.6M -3% 1.59% 52.6% 532 6.58%
DSC
2332
Duncker Streett & Co
Missouri
$430M -$15.5M -3% 2.3% 90.9% 565 56.11%
PP
2333
Peconic Partners
New York
$430M -$78.1M -15% 4.53% 300% 74 45.95%
COI
2334
Capital One Investing
Virginia
$430M +$22.7M +6% 0.26% 202 19.8%
PGIM
2335
Pacific Global Investment Management
California
$428M +$168K +0% 3.04% 48% 215 11.16%
FANJ
2336
Financial Architects (New Jersey)
New Jersey
$428M -$108M -20% 1.4% 31.3% 1,258 25.52%
NGA
2337
Naples Global Advisors
Florida
$428M +$17.1M +4% 2.09% 103% 323 8.67%
ICM
2338
Indaba Capital Management
California
$428M -$89.4M -17% 4.55% 66.7% 24 29.17%
CMG
2339
Cavalry Management Group
California
$426M -$198M -32% 0.09% 59.6% 30 36.67%
DAM
2340
Dorsey Asset Management
Illinois
$426M -$21.3M -5% 4.28% 122% 11 27.27%
RA
2341
Ramius Advisors
New York
$426M 4.94% 187% 47
PWM
2342
Perigon Wealth Management
California
$426M -$1.31M -0.3% 0.87% 93.8% 269 20.07%
IWS
2343
Insight Wealth Strategies
California
$426M +$16.6M +4% 0.5% 79.5% 199 27.64%
AIL
2344
AGF Investments LLC
Ontario, Canada
$425M -$53.9M -11% 1.67% 28.5% 725 23.45%
AH
2345
Aviva Holdings
Bahamas
$425M -$53.1M -11% 19.9% 36.5% 6 16.67%
ACM
2346
Archon Capital Management
Washington
$424M -$121M -22% 9.16% 222% 31 16.13%
TC
2347
Toews Corporation
New Jersey
$424M -$356M -46% 0.77% 22% 13 30.77%
ZIG
2348
Zuckerman Investment Group
Illinois
$424M -$28.3M -6% 0.23% 111% 66 1.52%
MDSL
2349
M.D. Sass LLC
New York
$424M -$8.4M -2% 2.12% 80.1% 57 12.28%
RC
2350
RBO & Co
California
$423M -$3.7M -0.9% 0.77% 27.9% 41 7.32%