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
KCP
2601
KDI Capital Partners
North Carolina
$306M +$54.9M +22% 83
RB
2602
Rodgers Brothers
Pennsylvania
$306M -$404K -0.1% 193
KJHP
2603
K.J. Harrison & Partners
Ontario, Canada
$306M +$10.2M +3% 210
MCWS
2604
McKinley Carter Wealth Services
West Virginia
$306M +$15M +5% 440
LKIM
2605
Lawson Kroeker Investment Management
Nebraska
$306M -$5.41M -2% 71
MIM
2606
Miller Investment Management
Pennsylvania
$305M -$22.5M -7% 78
MBT
2607
Montecito Bank & Trust
California
$305M -$2.11M -0.7% 197
TC
2608
Tairen Capital
Hong Kong
$305M +$209M +218% 17
NCM
2609
Northside Capital Management
Oregon
$305M -$46M -13% 65
ARMC
2610
American Research & Management Company
Massachusetts
$305M -$19.5M -6% 397
SFWA
2611
Summit Financial Wealth Advisors
Louisiana
$304M +$13.2M +5% 157
BCM
2612
BHZ Capital Management
California
$304M +$24.3M +9% 120
CFA
2613
Capstone Financial Advisors
Illinois
$303M +$35.1M +13% 102
IA
2614
Independence Advisors
Pennsylvania
$303M +$6.8M +2% 80
WA
2615
Wealth Architects
California
$302M -$2.98M -1% 136
JAM
2616
JCIC Asset Management
Ontario, Canada
$302M -$2.49M -0.8% 127
AWA
2617
Arete Wealth Advisors
Illinois
$302M -$5.57M -2% 357
AAMA
2618
Advanced Asset Management Advisors
Ohio
$301M -$2.91M -1% 128
RMPT
2619
Raytheon Master Pension Trust
Massachusetts
$301M +$90M +43% 5
FFWA
2620
FRG Family Wealth Advisors
Washington
$301M -$8.46M -3% 154
HAM
2621
Harber Asset Management
North Carolina
$301M +$24.6M +9% 55
GP
2622
Greenline Partners
New York
$301M -$279K -0.1% 71
VHMC
2623
Value Holdings Management Company
New York
$301M +$15.3M +5% 30
SNT
2624
Security National Trust
West Virginia
$301M -$9.62M -3% 409
PCM
2625
Palouse Capital Management
Washington
$300M +$4.58M +2% 109