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
KFGK
2626
Keystone Financial Group (Kentucky)
Kentucky
$325M +$17.7M +6% 235
OCG
2627
Opus Capital Group
Ohio
$325M -$8.81M -3% 183
SCP
2628
Steamboat Capital Partners
New York
$324M -$56.9M -15% 38
OFM
2629
Omega Fund Management
Massachusetts
$324M -$68.1M -17% 15
MFG
2630
MidWestOne Financial Group
Iowa
$324M -$40.5M -11% 265
ANBT
2631
American National Bank & Trust
Texas
$324M +$6.89M +2% 195
RRC
2632
Relaxing Retirement Coach
Massachusetts
$324M -$3.76M -1% 51
FC
2633
Forte Capital
New York
$324M +$10M +3% 94
GLA
2634
Good Life Advisors
Pennsylvania
$323M -$24.3M -7% 269
HFA
2635
High Falls Advisors
New York
$323M +$14.4M +5% 101
DWA
2636
Divergent Wealth Advisors
Utah
$323M +$8.66M +3% 42
SLT
2637
St Louis Trust
Missouri
$323M +$6.18M +2% 78
AVA
2638
Atlas Venture Advisors
Massachusetts
$322M +$80.7M +33% 7
PP
2639
Parplus Partners
New York
$322M +$164M +103% 1
FPFS
2640
First Personal Financial Services
North Carolina
$322M -$28.3M -8% 831
PS
2641
Peter Svennilson
$322M -$28.2M -8% 4
HDIM
2642
Hanson & Doremus Investment Management
Vermont
$322M +$6.24M +2% 493
AWM
2643
Altavista Wealth Management
North Carolina
$322M +$9.45M +3% 169
SDWMA
2644
Schneider Downs Wealth Management Advisors
Pennsylvania
$322M +$35.1M +12% 77
GAG
2645
GM Advisory Group
New York
$322M +$3.29M +1% 120
BCM
2646
BlueMar Capital Management
Florida
$321M -$21.8M -6% 54
BCA
2647
Berman Capital Advisors
Georgia
$321M +$6.51M +2% 1,713
KCMH
2648
Kontiki Capital Management (HK)
Hong Kong
$321M +$9.73M +3% 5
EECFI
2649
EnCap Energy Capital Fund IX
Texas
$321M -$77.5M -19% 3
ACG
2650
Allen Capital Group
Nebraska
$320M +$14.4M +5% 131