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
HA
2626
Harbor Advisors
Florida
$273M +$20.3M +8% 159
NFC
2627
Northeast Financial Consultants
Connecticut
$273M +$19.3M +8% 154
FSCM
2628
Front Street Capital Management
Montana
$273M +$13.1M +5% 64
OIA
2629
OneDigital Investment Advisors
Kansas
$272M -$63.1M -19% 1,327
HT
2630
Heritage Trust
Oklahoma
$272M +$12.5M +5% 396
PAM
2631
PineView Asset Management
Connecticut
$272M -$55.7M -17% 20
SWK
2632
Stephen W. Kidder
$271M +$7.44M +3% 96
BIA
2633
Barry Investment Advisors
Massachusetts
$271M +$5.94M +2% 74
CCM
2634
Castine Capital Management
Massachusetts
$271M +$48.6M +22% 36
PH
2635
Pinnacle Holdings
Oklahoma
$271M +$13.5M +5% 228
MRCP
2636
Maple Rock Capital Partners
Ontario, Canada
$271M -$32.3M -11% 23
FA
2637
FCG Advisors
New Jersey
$270M -$28.6M -10% 149
IWA
2638
IBEX Wealth Advisors
New Jersey
$270M +$15.8M +6% 151
CIM
2639
Castleton Investment Management
Connecticut
$270M -$17.4M -6% 78
DOA
2640
D'Orazio & Associates
Virginia
$270M +$12.4M +5% 356
PWW
2641
Pettyjohn Wood & White
Virginia
$270M -$65K -0% 142
SPCM
2642
Sound Point Capital Management
New York
$269M +$26.5M +11% 34
AC
2643
Abbrea Capital
California
$269M +$18.2M +7% 153
KWMG
2644
King Wealth Management Group
Florida
$269M +$17.2M +7% 131
LI
2645
Lafayette Investments
Maryland
$269M -$862K -0.3% 77
PA
2646
Probity Advisors
Texas
$269M +$3.88M +1% 145
SC
2647
Stratford Consulting
Texas
$269M +$33M +14% 55
JCM
2648
Jafra Capital Management
New York
$269M +$43M +19% 103
GIIO
2649
Gen IV Investment Opportunities
New York
$269M -$9.21M -3% 16
SPIA
2650
Strategic Point Investment Advisors
Rhode Island
$268M +$11.9M +5% 19