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
FNBTCON
2751
First National Bank & Trust Co of Newtown
Pennsylvania
$460M +$9.07M +2% 125
IWA
2752
Intercontinental Wealth Advisors
Texas
$459M +$43.2M +10% 285
BFG
2753
Berger Financial Group
Minnesota
$459M -$113M -20% 237
AWA
2754
ARS Wealth Advisors
Florida
$459M -$5.37M -1% 140
CCM
2755
Coerente Capital Management
Ontario, Canada
$457M 41
JIP
2756
JBJ Investment Partners
South Carolina
$457M +$17.4M +4% 62
VDBMI
2757
Van Den Berg Management I
Texas
$457M +$59.8M +15% 71
OQS
2758
Occudo Quantitative Strategies
Florida
$457M +$138M +43% 1,008
GP
2759
Greenline Partners
New York
$457M +$20.3M +5% 129
PP
2760
Pegasus Partners
Wisconsin
$456M +$62M +16% 169
SCP
2761
Searchlight Capital Partners
New York
$456M -$67.3M -13% 10
SVCP
2762
Silicon Valley Capital Partners
California
$456M -$8.89M -2% 77
HIM
2763
Hanlon Investment Management
New Jersey
$456M -$16M -3% 148
BPCM
2764
Beach Point Capital Management
California
$455M +$147M +48% 66
TIM
2765
Tortoise Investment Management
New York
$455M +$16.7M +4% 605
CIG
2766
Consolidated Investment Group
Colorado
$455M +$71.6M +19% 75
CCC
2767
Crescent Capital Consulting
Louisiana
$455M +$68.3M +18% 562
CCM
2768
Cota Capital Management
California
$455M +$75.3M +20% 15
NFT
2769
Nan Fung Trinity
Hong Kong
$454M -$109M -19% 46
CANC
2770
Culbertson A N & Co
Virginia
$454M +$33.5M +8% 112
PL
2771
Plancorp LLC
Missouri
$454M +$48.1M +12% 213
ATI
2772
Act Two Investors
California
$454M +$57.4M +14% 41
CCMINC
2773
Cardinal Capital Management Inc (North Carolina)
North Carolina
$454M +$31.1M +7% 143
HCA
2774
Heck Capital Advisors
Wisconsin
$453M +$42.6M +10% 117
ZAM
2775
Zevin Asset Management
Massachusetts
$452M +$26.1M +6% 97