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
BA
2926
Bard Associates
Illinois
$220M +$5.25M +2% 197
FMP
2927
Financial Management Professionals
Texas
$220M +$24.4M +12% 342
PFP
2928
Patriot Financial Partners
Pennsylvania
$220M -$81.7M -27% 12
WIM
2929
Wittenberg Investment Management
Massachusetts
$220M +$12.7M +6% 78
NHC
2930
Nicholas Hoffman & Company
Georgia
$220M +$6.56M +3% 161
BOS
2931
Bank of Stockton
California
$220M +$891K +0.4% 105
BWP
2932
BSW Wealth Partners
Colorado
$220M +$17.7M +9% 86
CIA
2933
Capital Impact Advisors
Massachusetts
$220M -$31.3M -12% 158
LPAM
2934
Legion Partners Asset Management
California
$220M +$53.3M +32% 13
RCP
2935
Rothschild Capital Partners
New York
$219M +$17.4M +9% 51
CCM
2936
Compton Capital Management
Rhode Island
$219M +$15.7M +8% 153
WCMN
2937
Westchester Capital Management (Nebraska)
Nebraska
$219M +$10.9M +5% 35
CBN
2938
Cadence Bank NA
Texas
$219M +$2.28M +1% 151
AWA
2939
Arete Wealth Advisors
Illinois
$219M -$10.5M -5% 244
AIMU
2940
Allianz Investment Management US
Minnesota
$219M +$14.6M +7% 3
FPTW
2941
Franklin, Parlapiano, Turner & Welch
Texas
$219M +$3.46M +2% 129
SA
2942
Strategic Advisors
New York
$219M +$7.02M +3% 153
OC
2943
Oarsman Capital
Wisconsin
$219M +$3.87M +2% 189
SM
2944
Sabby Management
Florida
$219M +$75.7M +53% 210
MIM
2945
Montgomery Investment Management
Maryland
$219M -$13.9M -6% 105
DCM
2946
Divisar Capital Management
California
$218M +$34.5M +19% 30
FCMI
2947
Foresite Capital Management II
California
$218M -$14.9M -6% 16
KTC
2948
Kistler-Tiffany Companies
Pennsylvania
$218M +$5.87M +3% 553
PCMC
2949
Paragon Capital Management (Colorado)
Colorado
$218M -$6.46M -3% 202
GKFF
2950
George Kaiser Family Foundation
Oklahoma
$218M -$28.8M -12% 17