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
DC
2476
Dendur Capital
New York
$685M +$26.6M +4% 17
WIC
2477
Wilkins Investment Counsel
Massachusetts
$685M +$275M +67% 129
OCG
2478
Opus Capital Group
Ohio
$685M +$69.4M +11% 129
MIG
2479
McGuire Investment Group
Rhode Island
$685M +$85.2M +14% 122
RMC
2480
Resources Management Corp
Connecticut
$684M +$11.1M +2% 469
AIA
2481
Arbor Investment Advisors
North Carolina
$683M +$43.7M +7% 113
PWPS
2482
Pinnacle Wealth Planning Services
Ohio
$683M +$46M +7% 537
RIM
2483
Rockbridge Investment Management
New York
$682M +$28.6M +4% 666
BAM
2484
Bell Asset Management
Australia
$682M +$26.6M +4% 64
MBTD
2485
Mechanics Bank - Trust Department
California
$681M +$40.2M +6% 196
MWA
2486
Monograph Wealth Advisors
California
$681M +$124M +22% 165
IWS
2487
Insight Wealth Strategies
California
$681M +$62M +10% 185
KWM
2488
Keebeck Wealth Management
Illinois
$680M +$73.7M +12% 289
CM
2489
CastleKnight Management
New York
$679M +$55.6M +9% 316
FMP
2490
Financial Management Professionals
Texas
$679M +$64.8M +11% 1,134
CNBT
2491
Canandaigua National Bank & Trust
New York
$678M +$31.6M +5% 276
PIMC
2492
Praesidium Investment Management Company
New York
$678M -$132M -16% 15
OWA
2493
Octavia Wealth Advisors
Ohio
$677M +$109M +19% 242
IDA
2494
Intelligence Driven Advisers
California
$677M +$57.9M +9% 109
GLR
2495
Great Lakes Retirement
Ohio
$676M +$68.4M +11% 234
LG
2496
LaFleur & Godfrey
Michigan
$676M +$4.83M +0.7% 139
SCA
2497
Stillwater Capital Advisors
Pennsylvania
$675M +$51.6M +8% 71
KBG
2498
Kahn Brothers Group
New York
$674M +$39.6M +6% 56
FAM
2499
Flaharty Asset Management
Florida
$674M +$40.7M +6% 126
LCG
2500
Luxor Capital Group
New York
$674M +$62.2M +10% 39