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
SFPM
3226
Sensible Financial Planning & Management
Massachusetts
$551M +$24M +5% 37
ECM
3227
Elgethun Capital Management
South Dakota
$551M +$53.7M +11% 160
CAMV
3228
Concord Asset Management (Virginia)
Virginia
$551M -$114M -17% 202
BCM
3229
Bourgeon Capital Management
Connecticut
$550M +$43.5M +9% 117
CWA
3230
Canvas Wealth Advisors
Kansas
$550M +$42.8M +8% 227
ITC
3231
Inspire Trust Company
Nevada
$549M +$64.6M +13% 113
AF
3232
Affiance Financial
Minnesota
$549M +$57M +12% 107
OP
3233
ORG Partners
Indiana
$549M +$79.7M +17% 1,726
AAM
3234
Austin Asset Management
Texas
$548M +$35M +7% 76
WP
3235
Wedgewood Partners
Missouri
$548M +$32.7M +6% 19
QPWM
3236
Quadrant Private Wealth Management
Pennsylvania
$548M +$65.4M +14% 267
LKIM
3237
Lawson Kroeker Investment Management
Nebraska
$548M +$10M +2% 101
TLA
3238
Tree Line Advisors
Hong Kong
$548M +$163M +43% 6
CCA
3239
Childress Capital Advisors
Texas
$547M +$150M +38% 322
KCG
3240
Kinsale Capital Group
Virginia
$547M +$60.1M +12% 38
GP
3241
Greenstone Partners
California
$547M 11
AFG
3242
Altiora Financial Group
Ohio
$547M +$34.9M +7% 98
NWA
3243
New World Advisors
Massachusetts
$546M +$76.2M +16% 81
RC
3244
RV Capital
Switzerland
$546M +$6.03M +1% 13
IA
3245
IFC Advisors
California
$546M +$11.3M +2% 176
CFSG
3246
Community Financial Services Group
Vermont
$546M +$43M +9% 102
WAM
3247
Wilsey Asset Management
California
$545M +$2.54M +0.5% 29
LBIM
3248
Land & Buildings Investment Management
Connecticut
$545M +$43.8M +9% 27
EA
3249
Eclectic Associates
California
$545M +$84.8M +18% 129
SC
3250
Steginsky Capital
New York
$545M +$55.6M +11% 8