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
MC
3001
Montag & Caldwell
Georgia
$495M -$85.3M -15% 88
NG
3002
Norden Group
Utah
$495M +$2.44M +0.5% 442
TC
3003
Tetrad Corporation
Nebraska
$495M -$21M -4% 3
SWM
3004
Sugarloaf Wealth Management
Georgia
$494M +$10.8M +2% 691
CJL
3005
Cyrus J. Lawrence
New York
$494M +$42.7M +9% 176
SFWA
3006
Summit Financial Wealth Advisors
Louisiana
$494M -$121K -0% 143
CAM
3007
Chandler Asset Management
California
$493M +$196K +0% 24
MCM
3008
Mengis Capital Management
Oregon
$493M -$155M -24% 223
PCMH
3009
Polymer Capital Management (HK)
Hong Kong
$493M +$96M +24% 264
SG
3010
StepStone Group
California
$493M +$21.5M +5% 23
CT
3011
Chicago Trust
Illinois
$493M +$9.65M +2% 338
SOAMC
3012
Spirit of America Management Corp
New York
$493M -$3.43M -0.7% 319
FTC
3013
Farmers Trust Company
Ohio
$493M -$4.07M -0.8% 187
GG
3014
Gleason Group
Kentucky
$493M +$14.2M +3% 278
FNBTCON
3015
First National Bank & Trust Co of Newtown
Pennsylvania
$492M -$700K -0.1% 137
TCM
3016
Tybourne Capital Management
Hong Kong
$492M -$93.2M -16% 43
DCM
3017
Dimension Capital Management
Florida
$492M -$9.84M -2% 121
MBT
3018
Montecito Bank & Trust
California
$492M -$8.43M -2% 266
RAM
3019
Ramirez Asset Management
New York
$491M -$4.5M -0.9% 408
BC
3020
Bricktown Capital
Michigan
$491M -$2.73M -0.6% 53
FBT
3021
First Bank & Trust
South Dakota
$491M +$7.19M +1% 242
DAC
3022
Dividend Assets Capital
South Carolina
$491M +$16.3M +3% 145
SIG
3023
Sargent Investment Group
Maryland
$490M +$34.1M +7% 229
WP
3024
Wedgewood Partners
Missouri
$490M -$9.73M -2% 19
MGIA
3025
Matthew Goff Investment Advisor
Texas
$490M -$3.91M -0.8% 99