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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
CWP
2351
Capital Wealth Planning
Florida
$222M +$94.9M +75% 2.17% 73.9% 164 63.41%
YL
2352
YCG LLC
Texas
$222M +$4.71M +2% 3.55% 27% 90 7.78%
AJGC
2353
Arthur J. Gallagher & Co
Illinois
$221M +$14M +7% 12.6% 4 25%
BIM
2354
Barton Investment Management
Pennsylvania
$221M +$27.8M +14% 17.8% 80.3% 53 9.43%
SCA
2355
Stieven Capital Advisors
Missouri
$221M +$11.3M +5% 9.27% 117% 68 27.94%
PTC
2356
Private Trust Company
Ohio
$221M +$3.27M +2% 3.92% 79.6% 1,897 15.66%
ST
2357
Semper Trust
Pennsylvania
$221M +$47.9M +28% 5.17% 160 15.63%
AIC
2358
Argus Investors Counsel
New York
$221M -$8.88M -4% 4.85% 124% 52 1.92%
WIS
2359
Wright Investors Service
Connecticut
$221M +$9.28M +4% 8.99% 146% 232 18.97%
SCM
2360
Stonebridge Capital Management
California
$221M +$5.84M +3% 3.36% 190 17.37%
CCM
2361
Carlson Capital Management
Minnesota
$220M +$9.1M +4% 6.05% 9.85% 66 18.18%
OSNBOA
2362
Old Second National Bank of Aurora
Illinois
$220M +$2.62M +1% 2.73% 89.5% 280 14.29%
CCM
2363
Courage Capital Management
Tennessee
$220M -$39.9M -15% 8.98% 86.5% 51 39.22%
CCG
2364
Chatham Capital Group
Georgia
$220M +$15M +7% 3.4% 89.9% 114 10.53%
UR
2365
USCA RIA
Texas
$220M +$20.7M +10% 4.05% 60.6% 267 20.22%
CR
2366
Cooperatieve Rabobank
Netherlands
$220M -$50.2M -19% 9.23% 175 42.86%
MAM
2367
Marquette Asset Management
Minnesota
$220M +$14.3M +7% 5.59% 63.5% 94 23.4%
LCG
2368
Lisanti Capital Growth
New York
$219M +$10.7M +5% 29.3% 1,490% 124 39.52%
WIC
2369
Wilkins Investment Counsel
Massachusetts
$219M +$3.69M +2% 3.88% 56.2% 61 1.64%
MIS
2370
Man Investments (Switzerland)
Switzerland
$219M +$22.4M +11% 0.01% 0.23% 50 2%
PJSIMP
2371
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219M +$10.6M +5% 3.15% 65.9% 120 14.17%
T
2372
TradeWorx
New Jersey
$219M -$14.2M -6% 13.6% 720 80.14%
AC
2373
Alexandria Capital
Virginia
$218M +$13.8M +7% 5.85% 66.8% 719 17.25%
SCM
2374
Salem Capital Management
Massachusetts
$217M +$7.61M +4% 4.73% 32.3% 77 6.49%
MFW
2375
Meristem Family Wealth
Minnesota
$217M +$935K +0.4% 4.09% 67.7% 110 9.09%