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
RRA
3001
Round Rock Advisors
Connecticut
$580M +$40.5M +8% 230
NB
3002
Nicolet Bankshares
Wisconsin
$579M +$80.7M +16% 211
UAG
3003
United Advisor Group
Ohio
$578M +$90.7M +19% 399
PJSIMP
3004
P.J. Schmidt Investment Management (PJS)
Wisconsin
$578M +$32.4M +6% 200
CA
3005
Calton & Associates
Florida
$578M +$140M +32% 433
SNB
3006
Security National Bank
Nebraska
$578M +$48.3M +9% 329
MB
3007
MPM BioImpact
Massachusetts
$577M -$4.53M -0.8% 51
TI
3008
Think Investments
California
$577M +$64.2M +13% 24
BEW
3009
Burton Enright Welch
California
$577M +$84.9M +17% 126
P
3010
Pfizer
New York
$576M +$75.4M +15% 21
TI
3011
Trigran Investments
Illinois
$576M -$104M -15% 17
NCM
3012
Noesis Capital Mangement
Florida
$576M +$73M +15% 138
SAM
3013
Sompo Asset Management
Japan
$576M +$37.1M +7% 194
RP
3014
Rice Partnership
Hawaii
$576M +$88.4M +18% 178
FFWA
3015
FRG Family Wealth Advisors
Washington
$575M +$57.8M +11% 153
CIP
3016
Capital Insight Partners
Arizona
$575M +$2.25M +0.4% 172
CM
3017
Cornerstone Management
Georgia
$575M +$41.2M +8% 63
WFA
3018
West Financial Advisors
Iowa
$575M +$48.5M +9% 214
GSWM
3019
Greenup Street Wealth Management
Michigan
$575M +$70M +14% 106
SP
3020
Solel Partners
Massachusetts
$574M +$34.4M +6% 24
ESL
3021
Endurance Services Ltd
New York
$574M +$34.7M +6% 14
IP
3022
Ignite Planners
California
$574M +$63.4M +12% 370
LWM
3023
LJI Wealth Management
Indiana
$574M +$71.9M +14% 193
AMG
3024
Asset Management Group
Connecticut
$574M +$32.5M +6% 135
NB
3025
Northwest Bancshares
Pennsylvania
$574M +$29.4M +5% 195