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
SBWM
2676
Sunflower Bank Wealth Management
Arizona
$313M +$2.76M +0.9% 135
JPMIA
2677
J.P. Marvel Investment Advisors
Massachusetts
$312M 78
UF
2678
Univest Financial
Pennsylvania
$312M -$4.12M -1% 111
DOA
2679
D'Orazio & Associates
Virginia
$311M -$35.2M -10% 389
AAMA
2680
Advanced Asset Management Advisors
Ohio
$311M +$22.6M +8% 98
NIM
2681
Needham Investment Management
New York
$311M +$7.91M +3% 91
BCP
2682
BDT Capital Partners
Illinois
$311M +$11M +4% 1
CCB
2683
Cutter & Co Brokerage
Missouri
$311M -$5.99M -2% 320
ZAM
2684
Zevin Asset Management
Massachusetts
$310M -$327K -0.1% 95
EFS
2685
Essex Financial Services
Connecticut
$310M -$28.5M -8% 267
GBT
2686
Grove Bank & Trust
Florida
$310M +$36.5M +13% 183
WIM
2687
Woodford Investment Management
United Kingdom
$310M -$281M -48% 5
IP
2688
Isomer Partners
New York
$309M -$15.8M -5% 15
NCM
2689
Noesis Capital Mangement
Florida
$309M +$15.8M +5% 102
PFBT
2690
Parkside Financial Bank & Trust
Missouri
$309M +$315K +0.1% 1,739
IEFM
2691
IQ EQ Fund Management
Ireland
$309M -$803K -0.3% 162
MC
2692
MSD Capital
New York
$308M -$8.71M -3% 4
CC
2693
Cannell Capital
Wyoming
$308M -$44.6M -13% 54
PA
2694
Probity Advisors
Texas
$308M +$6.91M +2% 174
CG
2695
Compass Group
New York
$308M +$73.4M +31% 20
DDSF
2696
Diana Davis Spencer Foundation
Maryland
$308M +$6.29M +2% 3
LHC
2697
Lodge Hill Capital
New York
$307M -$12.9M -4% 34
GPC
2698
Guardian Point Capital
Virginia
$307M -$12.8M -4% 16
LCG
2699
Lisanti Capital Growth
New York
$307M -$938K -0.3% 139
AHSW
2700
Adventist Health System West
California
$307M +$7.69M +3% 4