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
PFGIA
2701
Patriot Financial Group Insurance Agency
Massachusetts
$443M +$32.4M +8% 449
FAM
2702
Formidable Asset Management
Ohio
$443M +$11.5M +3% 338
IWA
2703
IBEX Wealth Advisors
New Jersey
$443M +$57.9M +15% 187
MWM
2704
Marietta Wealth Management
Georgia
$442M +$41.5M +10% 115
FNBTCON
2705
First National Bank & Trust Co of Newtown
Pennsylvania
$442M +$29.9M +7% 125
CWC
2706
Carolinas Wealth Consulting
North Carolina
$442M +$46.6M +12% 1,119
PA
2707
Probity Advisors
Texas
$441M +$38.6M +10% 184
PJSIMP
2708
P.J. Schmidt Investment Management (PJS)
Wisconsin
$441M +$26M +6% 180
LIM
2709
Longfellow Investment Management
Massachusetts
$441M -$47.8M -10% 380
RWB
2710
RMR Wealth Builders
New Jersey
$441M +$32.3M +8% 202
SPT
2711
Siemens Pension Trust
Germany
$441M 2
RIG
2712
RiverFront Investment Group
Virginia
$441M -$2.23B -83% 109
WSC
2713
Wellington Shields & Co
New York
$440M +$211M +92% 297
NGM
2714
North Growth Management
British Columbia, Canada
$440M +$39.4M +10% 47
HPCM
2715
Hunter Perkins Capital Management
Illinois
$440M +$33.2M +8% 100
SMA
2716
Sage Mountain Advisors
Georgia
$440M +$63.7M +17% 449
HIC
2717
Hartline Investment Corp
Illinois
$440M +$319M +263% 226
SC
2718
Styrax Capital
New York
$439M +$37.3M +9% 18
TW
2719
TrinityPoint Wealth
Connecticut
$439M +$1.83M +0.4% 301
MFT
2720
Moisand Fitzgerald Tamayo
Florida
$439M +$74.1M +20% 868
BEC
2721
Blue Edge Capital
Virginia
$439M +$35M +9% 111
CCT
2722
Chemung Canal Trust
New York
$439M +$37.6M +9% 120
EFL
2723
ERn Financial LLC
Wisconsin
$439M +$47.7M +12% 176
SAM
2724
Sompo Asset Management
Japan
$438M +$45.6M +12% 189
OWA
2725
One Wealth Advisors
California
$438M +$132M +43% 635