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
SA
2851
SoftVest Advisors
Texas
$565M +$65.5M +13% 7
MBT
2852
Montecito Bank & Trust
California
$565M -$12.4M -2% 283
PFG
2853
PAX Financial Group
Texas
$564M +$5.44M +1% 262
TNA
2854
True North Advisors
Texas
$564M +$140M +33% 253
CT
2855
Chicago Trust
Illinois
$564M -$1.07M -0.2% 383
DCM
2856
Dimension Capital Management
Florida
$564M -$48.4M -8% 113
LS
2857
Leelyn Smith
Illinois
$563M +$1.37M +0.2% 140
PFC
2858
Poplar Forest Capital
California
$563M +$19.2M +4% 58
LGM
2859
Logos Global Management
California
$563M -$292M -34% 58
BBNA
2860
Bremer Bank National Association
Minnesota
$562M +$56.1M +11% 183
BCG
2861
Breakwater Capital Group
New Jersey
$561M +$59M +12% 332
SB
2862
Samsara BioCapital
California
$561M -$168M -23% 44
SCM
2863
Sirios Capital Management
Massachusetts
$560M +$3.11M +0.6% 67
WLIM
2864
White Lighthouse Investment Management
Massachusetts
$560M -$9.18M -2% 138
PIM
2865
Parker Investment Management
California
$560M -$82M -13% 35
JJBC
2866
James J. Burns & Company
New York
$558M -$16.7M -3% 151
HGWM
2867
Horst & Graben Wealth Management
Oregon
$557M -$4.4M -0.8% 170
TSWM
2868
Tyler-Stone Wealth Management
Ohio
$557M -$4.86M -0.9% 335
SII
2869
Silchester International Investors
United Kingdom
$557M -$256M -31% 4
SCM
2870
Simcoe Capital Management
New York
$557M -$123M -18% 17
BC
2871
Belmont Capital
California
$557M -$57.8M -9% 174
OC
2872
Oarsman Capital
Wisconsin
$557M -$16.6M -3% 903
EIG
2873
Ellenbecker Investment Group
Wisconsin
$556M -$2.68M -0.5% 117
HPIA
2874
Hamilton Point Investment Advisors
North Carolina
$556M +$1.75M +0.3% 169
M
2875
Mirova
France
$556M -$23.6M -4% 134