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
SPC
2476
Stewart & Patten Company
California
$639M +$63.7M +11% 96
SM
2477
Sunriver Management
Connecticut
$638M +$109M +21% 24
GIP
2478
Greatmark Investment Partners
Georgia
$638M +$72.6M +13% 132
ANBT
2479
American National Bank & Trust
Texas
$637M +$49.1M +8% 708
PWPS
2480
Pinnacle Wealth Planning Services
Ohio
$637M +$29.9M +5% 520
SCM
2481
Sahana Capital Management
Connecticut
$636M +$37.7M +6% 9
DPI
2482
Diversified Portfolios Inc
Michigan
$636M +$105M +20% 127
LSPW
2483
Lake Street Private Wealth
Illinois
$635M +$79M +14% 322
KBG
2484
Kahn Brothers Group
New York
$635M -$6.18M -1% 44
FPIS
2485
Financial Planning & Information Services
Wisconsin
$634M +$97M +18% 86
RB
2486
Rodgers Brothers
Pennsylvania
$634M +$47.8M +8% 231
HWA
2487
HCR Wealth Advisors
California
$633M +$177M +39% 217
FAM
2488
Flaharty Asset Management
Florida
$633M +$35.5M +6% 477
CA
2489
Crewe Advisors
Utah
$632M +$53.8M +9% 726
GA
2490
GuoLine Advisory
Singapore
$632M +$125M +25% 16
ANRF
2491
Adams Natural Resources Fund
Maryland
$630M -$42.5M -6% 57
JGUA
2492
John G. Ullman & Associates
New York
$630M +$19.1M +3% 186
VNA
2493
Valley National Advisers
Pennsylvania
$630M +$57.6M +10% 1,296
CCFM
2494
Clear Creek Financial Management
Washington
$630M +$59.7M +10% 375
KC
2495
Kryger Capital
United Kingdom
$628M -$238M -27% 19
FRM
2496
Foundation Resource Management
Arkansas
$628M +$25.4M +4% 54
DCC
2497
Dow Chemical Company
Michigan
$627M -$5.98M -0.9% 6
CC
2498
Cadinha & Co
Hawaii
$626M +$174M +39% 96
RWA
2499
River Wealth Advisors
Pennsylvania
$626M +$67.2M +12% 217
PL
2500
Parkwood LLC
Ohio
$626M +$64M +11% 171