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
CDIA
2826
Capital Directions Investment Advisors
Georgia
$287M -$16.4M -5% 106
CRB
2827
Chad R. Baker
$287M +$10.4M +4% 56
SDWMA
2828
Schneider Downs Wealth Management Advisors
Pennsylvania
$287M +$21.3M +8% 75
BCB
2829
Brian C. Broderick
$286M +$5.92M +2% 86
FHC
2830
Forest Hill Capital
Arkansas
$286M -$39.4M -12% 57
SIG
2831
Sky Investment Group
Connecticut
$285M +$13.1M +5% 103
BEC
2832
Blue Edge Capital
Virginia
$285M +$22M +8% 94
CAM
2833
Crestone Asset Management
Colorado
$285M +$2.13M +0.8% 53
PRS
2834
Pinkerton Retirement Specialists
Idaho
$285M +$11.9M +4% 64
BGDI
2835
BW Gestao de Investimentos
Brazil
$285M +$46.3M +19% 105
ESB
2836
Essex Savings Bank
Connecticut
$284M +$108M +62% 785
CCM
2837
Cobalt Capital Management
New Jersey
$284M +$54.5M +24% 51
OH
2838
Overlook Holdings
British Virgin Islands
$284M -$55.5M -16% 3
LWANC
2839
Laurel Wealth Advisors (North Carolina)
North Carolina
$284M +$11.4M +4% 527
CIM
2840
Corbyn Investment Management
Maryland
$284M +$40.3M +17% 52
X
2841
Xponance
Pennsylvania
$284M -$3.45M -1% 75
MCG
2842
McCollum Christoferson Group
New York
$283M +$12.3M +5% 71
BC
2843
Bodenholm Capital
Sweden
$283M +$10.3M +4% 12
SC
2844
Stratford Consulting
Texas
$283M +$3.46M +1% 59
RPC
2845
Rossmore Private Capital
Connecticut
$283M +$11.5M +4% 133
LFA
2846
Legacy Financial Advisors
Kentucky
$283M -$12.4M -4% 1,083
IWP
2847
Icon Wealth Partners
Texas
$283M +$15.1M +6% 920
OSNBOA
2848
Old Second National Bank of Aurora
Illinois
$283M +$3.37M +1% 401
GC
2849
Greencape Capital
Australia
$282M +$53.4M +23% 8
LI
2850
Lafayette Investments
Maryland
$282M +$10.8M +4% 92