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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 Avg Holding
Period (Yrs)
Barton Investment Management
2451
Barton Investment Management
Pennsylvania
$275M -$89.7M -25% 3.34% 80.3% 55 21.82% 2.4
Avidian Wealth Enterprises
2452
Avidian Wealth Enterprises
Texas
$275M +$88.4M +47% 7.05% 71.7% 103 53.4% 0.7
INCA Investments
2453
INCA Investments
Florida
$275M +$8.89M +3% 2.77% 128% 10 20% 2
Brookmont Capital Management
2454
Brookmont Capital Management
Texas
$275M -$37.7M -12% 3.02% 32.2% 55 5.45% 2.2
GCM
2455
Gabalex Capital Management
New York
$274M -$14M -5% 1.84% 24.9% 17 17.65% 1.5
Endicott Management
2456
Endicott Management
New York
$274M -$13.2M -5% 5.35% 229% 51 54.9% 0.8
American National Bank & Trust
2457
American National Bank & Trust
Texas
$274M +$8.15M +3% 1.73% 102% 269 31.23% 1.4
Maple Capital Management
2458
Maple Capital Management
Vermont
$273M +$2.05M +0.8% 1.5% 100% 127 16.54% 2.3
First Western Capital Management
2459
First Western Capital Management
California
$273M -$8.43M -3% 3.25% 43% 105 20% 1.5
BP
2460
Banbury Partners
North Carolina
$273M -$21.8M -7% 8.34% 138% 19 47.37% 0.6
Waldron Private Wealth
2461
Waldron Private Wealth
Pennsylvania
$272M +$7.14M +3% 3.06% 68.7% 187 24.06% 1.4
Diana Davis Spencer Foundation
2462
Diana Davis Spencer Foundation
Maryland
$272M +$6.11M +2% 2.31% 13.4% 3 0% 1.5
Roundview Capital
2463
Roundview Capital
New Jersey
$272M +$3.45M +1% 0.56% 77.7% 188 15.96% 1.8
First Trust Capital Management
2464
First Trust Capital Management
Illinois
$272M +$128M +88% 28.2% 214% 66 77.27% 0.1
Security National Trust
2465
Security National Trust
West Virginia
$272M +$5.95M +2% 3.51% 58.3% 481 9.36% 2.5
Hills Bank & Trust
2466
Hills Bank & Trust
Iowa
$272M +$685K +0.3% 1.81% 52.8% 128 8.59% 2
Aviance Capital Partners
2467
Aviance Capital Partners
Florida
$272M -$15.8M -6% 0.14% 98.2% 213 11.74% 1.9
Xponance
2468
Xponance
Pennsylvania
$272M +$8.54M +3% 1.39% 144% 65 36.92% 0.7
Mechanics Bank - Trust Department
2469
Mechanics Bank - Trust Department
California
$271M +$14M +5% 4.87% 76.8% 124 10.48% 2.5
AIS
2470
AlphaOne Investment Services
Pennsylvania
$271M +$27.8M +11% 2.88% 77.1% 100 23% 1.7
Tanglewood Wealth Management
2471
Tanglewood Wealth Management
Texas
$271M -$19.3M -7% 2.51% 64.6% 12 8.33% 1.6
Clearwater Capital Advisors
2472
Clearwater Capital Advisors
Illinois
$271M – – 1.27% 44.7% 129 – 0
Bristlecone Advisors
2473
Bristlecone Advisors
Washington
$271M +$18.5M +7% 0.56% 103% 165 20% 0.5
FAS Wealth Partners
2474
FAS Wealth Partners
Kansas
$271M +$76.1M +39% 2.87% 72.3% 151 19.87% 1.4
CANC
2475
Culbertson A N & Co
Virginia
$270M +$12.8M +5% 2.84% 87.5% 83 6.02% 2.6