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
MBT
2826
Montecito Bank & Trust
California
$587M +$95.5M +19% 289
GWS
2827
Glassman Wealth Services
Virginia
$587M +$44.1M +8% 198
SDH
2828
Sloy Dahl & Holst
Washington
$586M +$110M +23% 104
PWG
2829
Portside Wealth Group
Utah
$585M +$61.3M +12% 402
CC
2830
Cadinha & Co
Hawaii
$585M +$45.6M +8% 105
JSL
2831
JT Stratford LLC
Georgia
$585M +$46.5M +9% 318
BFO
2832
Biltmore Family Office
North Carolina
$585M +$41.5M +8% 277
JCM
2833
JAT Capital Management
Connecticut
$584M -$54.5M -9% 61
MMFA
2834
Main Management Fund Advisors
California
$583M +$28.1M +5% 7
FIS
2835
FCPM III Services
Netherlands
$582M -$95.8M -14% 7
EEP
2836
Edgehill Endowment Partners
Connecticut
$581M -$77.7M -12% 6
KLI
2837
Kelman-Lazarov Inc
Tennessee
$581M +$44.9M +8% 111
SAM
2838
Smithbridge Asset Management
Pennsylvania
$581M +$99.5M +21% 136
KBG
2839
Kahn Brothers Group
New York
$581M -$14.4M -2% 55
HIM
2840
Herald Investment Management
United Kingdom
$580M -$29.8M -5% 97
BDWCC
2841
B&D White Capital Company
Texas
$580M +$102M +21% 82
CT
2842
Chicago Trust
Illinois
$580M +$87M +18% 389
PJSIMP
2843
P.J. Schmidt Investment Management (PJS)
Wisconsin
$579M +$31.8M +6% 192
HI
2844
Hudock Inc
Pennsylvania
$579M +$42.5M +8% 173
M
2845
Mirova
France
$579M +$31.4M +6% 124
CICC
2846
Capital Investment Counsel (Colorado)
Colorado
$578M +$68M +13% 136
ACM
2847
Academy Capital Management
Texas
$577M +$23.2M +4% 35
ECM
2848
Engine Capital Management
New York
$577M +$43.3M +8% 44
KFAA
2849
Klaas Financial Asset Advisors
Illinois
$577M +$31.5M +6% 48
FCMC
2850
Founders Capital Management (Connecticut)
Connecticut
$577M +$19.8M +4% 77