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
MAM
2751
Montanaro Asset Management
United Kingdom
$532M -$36.9M -6% 45
KFS
2752
Kurt F. Somerville
$531M +$33.6M +7% 103
BEC
2753
Blue Edge Capital
Virginia
$531M +$53.5M +11% 105
SWM
2754
Sendero Wealth Management
Texas
$530M +$64.5M +14% 158
DCM
2755
Disciplina Capital Management
Tennessee
$530M +$46.8M +10% 58
AIS
2756
American Investment Services
Massachusetts
$530M +$62.2M +13% 146
HDIM
2757
Hanson & Doremus Investment Management
Vermont
$530M +$45.2M +9% 481
JBA
2758
Johnson Bixby & Associates
Washington
$530M +$49.9M +10% 110
JCM
2759
JAT Capital Management
Connecticut
$530M +$94.6M +22% 42
PFGIA
2760
Patriot Financial Group Insurance Agency
Massachusetts
$529M +$46.7M +10% 505
CPA
2761
Capital Planning Advisors
California
$529M +$49.7M +10% 136
TAMH
2762
Taikang Asset Management (HK)
Hong Kong
$529M -$2.9B -85% 71
EFL
2763
ERn Financial LLC
Wisconsin
$529M +$67.7M +15% 180
PP
2764
Pertento Partners
United Kingdom
$529M +$80.7M +18% 23
SA
2765
Strategic Advisors
New York
$528M +$21.2M +4% 205
AACP
2766
Advantage Alpha Capital Partners
California
$528M +$52.3M +11% 167
CCMINC
2767
Cardinal Capital Management Inc (North Carolina)
North Carolina
$528M +$36.8M +7% 138
TAIM
2768
Te Ahumairangi Investment Management
New Zealand
$528M -$87.3M -14% 90
RGI
2769
River Global Investors
United Kingdom
$528M +$101M +24% 229
EAM
2770
EFG Asset Management
Oregon
$527M +$106M +25% 203
PIS
2771
PPSC Investment Service
Japan
$527M +$100M +23% 4
FAG
2772
Financial Advisory Group
Texas
$527M +$41.8M +9% 88
MFG
2773
MidWestOne Financial Group
Iowa
$526M +$85.2M +19% 293
MCM
2774
Mainstay Capital Management
Michigan
$526M +$52.9M +11% 115
AMBIA
2775
Allen Mooney & Barnes Investment Advisors
Georgia
$526M +$56.3M +12% 155