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
HDIM
2626
Hanson & Doremus Investment Management
Vermont
$320M +$15.4M +5% 504
AWE
2627
Avidian Wealth Enterprises
Texas
$320M +$2.75M +0.9% 124
EAM
2628
Exane Asset Management
France
$319M +$88.3M +38% 197
RIM
2629
Regent Investment Management
Kentucky
$319M +$19.8M +7% 211
SNT
2630
Security National Trust
West Virginia
$319M +$17.5M +6% 398
GP
2631
Greenline Partners
New York
$319M +$13.9M +5% 69
GAG
2632
GM Advisory Group
New York
$319M -$17.7M -5% 133
GKFF
2633
George Kaiser Family Foundation
Oklahoma
$319M +$12.1M +4% 19
PFO
2634
Pathstone Family Office
New Jersey
$319M +$183M +135% 261
HAM
2635
Harber Asset Management
North Carolina
$319M +$2.78M +0.9% 46
HCM
2636
Harvest Capital Management
New Hampshire
$319M +$20.8M +7% 106
MAM
2637
Marquette Asset Management
Minnesota
$318M +$19.8M +7% 105
VHMC
2638
Value Holdings Management Company
New York
$318M +$8.63M +3% 36
FEG
2639
Financial Enhancement Group
Indiana
$318M +$27.6M +10% 282
CIC
2640
Canal Insurance Company
South Carolina
$318M +$16M +5% 61
GIP
2641
Greatmark Investment Partners
Georgia
$317M +$37.7M +13% 121
CWM
2642
Circle Wealth Management
New Jersey
$317M +$22.8M +8% 105
FPFS
2643
First Personal Financial Services
North Carolina
$317M +$17.8M +6% 711
AFIA
2644
America First Investment Advisors
Nebraska
$317M +$9.41M +3% 100
AAI
2645
American Assets Inc
California
$316M -$11M -3% 3
SMG
2646
Spectrum Management Group
Indiana
$316M +$28.5M +10% 256
IRM
2647
Income Research & Management
Massachusetts
$316M -$8.41M -3% 29
SCM
2648
Sanoor Capital Management
Connecticut
$316M +$82.3M +35% 21
SFG
2649
StrategIQ Financial Group
Indiana
$316M +$26.4M +9% 189
KCP
2650
KDI Capital Partners
North Carolina
$315M +$1.39M +0.4% 69