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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
WDL
2401
Well Done LLC
Michigan
$275M -$657K -0.2% 3.74% 77% 86 8.14%
BIM
2402
Barton Investment Management
Pennsylvania
$275M -$89.7M -25% 3.34% 80.3% 55 21.82%
II
2403
INCA Investments
Florida
$275M +$8.89M +3% 2.77% 149% 10 20%
BCM
2404
Brookmont Capital Management
Texas
$275M -$37.7M -12% 3.02% 36.6% 55 5.45%
GCM
2405
Gabalex Capital Management
New York
$274M -$14M -5% 1.84% 24.9% 17 17.65%
EM
2406
Endicott Management
New York
$274M -$13.2M -5% 5.35% 229% 51 54.9%
ANBT
2407
American National Bank & Trust
Texas
$274M +$8.15M +3% 1.73% 95.1% 269 31.23%
MCM
2408
Maple Capital Management
Vermont
$273M +$2.05M +0.8% 1.5% 94.4% 127 16.54%
FWCM
2409
First Western Capital Management
California
$273M -$8.43M -3% 3.25% 43% 105 20%
BP
2410
Banbury Partners
North Carolina
$273M -$21.8M -7% 8.34% 138% 19 47.37%
WPW
2411
Waldron Private Wealth
Pennsylvania
$272M +$7.14M +3% 3.06% 68.7% 187 24.06%
DDSF
2412
Diana Davis Spencer Foundation
Maryland
$272M +$6.11M +2% 2.31% 1.41% 3 0%
RC
2413
Roundview Capital
New Jersey
$272M +$3.45M +1% 0.56% 63.2% 188 15.96%
FTCM
2414
First Trust Capital Management
Illinois
$272M +$128M +88% 28.2% 186% 66 77.27%
SNT
2415
Security National Trust
West Virginia
$272M +$5.95M +2% 3.51% 58.3% 481 9.36%
HBT
2416
Hills Bank & Trust
Iowa
$272M +$685K +0.3% 1.81% 47.5% 128 8.59%
ACP
2417
Aviance Capital Partners
Florida
$272M -$15.8M -6% 0.14% 83.6% 213 11.74%
X
2418
Xponance
Pennsylvania
$272M +$8.54M +3% 1.39% 110% 65 36.92%
MBTD
2419
Mechanics Bank - Trust Department
California
$271M +$14M +5% 4.87% 67.2% 124 10.48%
AIS
2420
AlphaOne Investment Services
Pennsylvania
$271M +$27.8M +11% 2.88% 77.1% 100 23%
TWM
2421
Tanglewood Wealth Management
Texas
$271M -$19.3M -7% 2.51% 51% 12 8.33%
CCA
2422
Clearwater Capital Advisors
Illinois
$271M 1.27% 35% 129
BA
2423
Bristlecone Advisors
Washington
$271M +$18.5M +7% 0.56% 103% 165 20%
FWP
2424
FAS Wealth Partners
Kansas
$271M +$76.1M +39% 2.87% 58% 151 19.87%
CANC
2425
Culbertson A N & Co
Virginia
$270M +$12.8M +5% 2.84% 70.8% 83 6.02%