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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
AH
2326
Allen Holding
New York
$745M +$69.2M +10% 6.19% 147% 17 0%
CIAS
2327
CFS Investment Advisory Services
New Jersey
$745M +$14.9M +2% 7.29% 54.1% 228 18.86%
BFG
2328
Bouchey Financial Group
New York
$744M +$24.4M +3% 8.43% 66.7% 98 24.49%
CC
2329
Cadinha & Co
Hawaii
$743M +$43.1M +6% 13.2% 123% 128 13.28%
AC
2330
Abbrea Capital
California
$742M +$72.4M +11% 8.85% 38% 261 11.11%
PIM
2331
Penobscot Investment Management
Massachusetts
$741M +$67.9M +10% 13% 103% 247 7.69%
SB
2332
Sunflower Bank
Texas
$741M +$31.9M +5% 6.9% 42.7% 208 6.73%
FANJ
2333
Financial Architects (New Jersey)
New Jersey
$740M +$51.1M +7% 7.22% 31.3% 354 14.41%
EPM
2334
Equitec Proprietary Markets
Illinois
$739M +$199M +37% 18.2% 527% 517 64.22%
KL
2335
KWMG LLC
Kansas
$739M +$53.9M +8% 6.4% 72.3% 146 2.74%
PHS
2336
Pekin Hardy Strauss
Illinois
$739M +$38.1M +5% 7.25% 97.9% 372 20.16%
PAS
2337
Professional Advisory Services
Florida
$735M +$54.3M +8% 7.4% 61.8% 82 7.32%
CG
2338
Column Group
California
$735M -$144M -16% 12.4% 186% 7 0%
WM
2339
Wishbone Management
Illinois
$735M +$10.1M +1% 4.12% 39.1% 11 9.09%
FVWA
2340
Foster Victor Wealth Advisors
South Carolina
$735M +$110M +18% 8.05% 68.9% 160 21.88%
TFA
2341
Toth Financial Advisory
Virginia
$734M +$75.3M +11% 12.6% 82.5% 851 22.91%
FAT
2342
First American Trust
California
$732M +$70M +11% 9.81% 75.4% 174 18.39%
BIM
2343
Bridgecreek Investment Management
Oklahoma
$732M +$32.5M +5% 7.13% 48.4% 121 14.05%
VA
2344
VR Adviser
New York
$732M -$47M -6% 2.44% 1,447% 29 20.69%
SFBLI
2345
Southern Farm Bureau Life Insurance
Mississippi
$730M +$47.2M +7% 5.8% 47.4% 34 2.94%
FSWA
2346
Financial Synergies Wealth Advisors
Texas
$730M -$1.59M -0.2% 4.69% 72.3% 72 13.89%
HIC
2347
Hartline Investment Corp
Illinois
$730M +$10.4M +1% 15.4% 201% 126 11.9%
DP
2348
DDD Partners
Washington
$729M +$61M +9% 7.45% 46.4% 85 30.59%
SAA
2349
Southeast Asset Advisors
Georgia
$729M +$120M +20% 11.6% 84.3% 152 9.87%
BFM
2350
Blacksheep Fund Management
Ireland
$728M -$117M -14% 10.8% 81.6% 7 14.29%