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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
FIM
2351
Friedberg Investment Management
Texas
$274M +$17.9M +7% 6.98% 44.8% 106 18.87%
YL
2352
YCG LLC
Texas
$274M +$29.1M +12% 4.38% 36.9% 70 14.29%
TNB
2353
Thomasville National Bank
Georgia
$274M +$30.5M +13% 5.71% 143 13.99%
AT
2354
Acadia Trust
Maine
$273M +$6.52M +2% 3.03% 36.1% 78 2.56%
HJA
2355
Hugh Johnson Advisors
New York
$273M +$7.98M +3% 3.78% 41.5% 90 7.78%
IC
2356
Iconiq Capital
California
$273M +$45M +20% 4.13% 2.92% 26 7.69%
MACM
2357
March Altus Capital Management
Connecticut
$273M -$38.6M -12% 3.95% 156% 41 56.1%
LOCB
2358
Lombard Odier & Cie (Bahamas)
Bahamas
$273M +$20.2M +8% 8.04% 114 9.65%
SFSG
2359
Stearns Financial Services Group
North Carolina
$273M +$12.4M +5% 4.39% 26.1% 104 1.92%
WCM
2360
Wisconsin Capital Management
Wisconsin
$273M +$12.4M +5% 5.79% 127% 120 9.17%
AEPG
2361
American Economic Planning Group
New Jersey
$273M +$17M +7% 3.16% 25.9% 37 37.84%
DFG
2362
Delphi Financial Group
Delaware
$272M +$20M +8% 1.78% 48.5% 19 36.84%
CCB
2363
Cutter & Co Brokerage
Missouri
$272M +$18.5M +7% 6.93% 40.4% 257 15.56%
ACM
2364
Amber Capital Management
Cayman Islands
$272M +$136M +100% 11.4% 45% 8 62.5%
FA
2365
FMA Advisory
Pennsylvania
$272M +$16.6M +7% 5.7% 46.7% 126 5.56%
AWE
2366
Avidian Wealth Enterprises
Texas
$271M +$94.9M +54% 6.92% 63.7% 46 69.57%
PFA
2367
Pure Financial Advisors
California
$271M +$25.5M +10% 3.85% 37.2% 57 7.02%
WCM
2368
Washington Capital Management
Washington
$271M -$5.5M -2% 5.99% 76.9% 196 14.29%
SCA
2369
Stieven Capital Advisors
Missouri
$271M -$7.37M -3% 0.62% 82.8% 72 20.83%
PCM
2370
Palouse Capital Management
Washington
$271M +$4.33M +2% 3.42% 67.8% 133 22.56%
GFM
2371
Gramercy Funds Management
Connecticut
$271M -$12.8M -5% 5.2% 74 22.97%
CWP
2372
Capital Wealth Planning
Florida
$270M +$38.2M +16% 5.75% 66% 167 35.33%
ECM
2373
Everence Capital Management
Indiana
$270M +$16M +6% 5.85% 80.4% 276 5.43%
SAA
2374
Southeast Asset Advisors
Georgia
$269M +$9.56M +4% 4.7% 84.3% 106 13.21%
FBFS
2375
First Business Financial Services
Wisconsin
$269M +$17.8M +7% 3.78% 59.8% 79 25.32%