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
ATC
2601
Argent Trust Co
Tennessee
$236M +$8.42M +4% 267
EWM
2602
Edge Wealth Management
New York
$235M -$5.28M -2% 537
GS
2603
Gagnon Securities
New York
$235M +$20.6M +10% 107
PCM
2604
Palouse Capital Management
Washington
$235M -$11M -4% 105
KFA
2605
Kays Financial Advisory
Georgia
$235M +$13.1M +6% 65
CS
2606
Comerica Securities
Michigan
$235M +$28.7M +14% 247
I
2607
IberiaBank
Louisiana
$235M +$7.59M +3% 152
BCB
2608
Brian C. Broderick
$235M -$3.07M -1% 103
WPC
2609
White Pine Capital
Minnesota
$235M -$3M -1% 225
GJCM
2610
Grand Jean Capital Management
California
$234M +$2.5M +1% 36
LYV
2611
Live Your Vision
Pennsylvania
$234M +$14.7M +7% 320
FFS
2612
Founders Financial Securities
Maryland
$234M +$15.8M +7% 97
BIM
2613
Baldwin Investment Management
Pennsylvania
$234M +$1.07M +0.5% 123
NP
2614
NorthRock Partners
Minnesota
$234M +$10.4M +5% 55
FAG
2615
Financial Advisory Group
Texas
$233M +$27.7M +13% 63
SCM
2616
Stonebridge Capital Management
California
$233M +$13.5M +6% 143
Cetera Investment Advisers
2617
Cetera Investment Advisers
Illinois
$233M -$22.5M -9% 333
HAIM
2618
Hunter Associates Investment Management
Pennsylvania
$233M +$1.97M +0.9% 166
TW
2619
Transform Wealth
Colorado
$233M -$5.11M -2% 220
HFS
2620
Haverford Financial Services
Pennsylvania
$233M -$4.28M -2% 61
CRB
2621
Chad R. Baker
$233M +$8.39M +4% 61
NCM
2622
Noesis Capital Mangement
Florida
$232M +$7.59M +3% 88
FLAM
2623
First Light Asset Management
Minnesota
$232M +$16.4M +8% 71
FIM
2624
Friedberg Investment Management
Texas
$232M +$20.3M +10% 104
FP
2625
FDO Partners
Massachusetts
$232M +$47.4M +26% 284