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
CFSG
3276
Community Financial Services Group
Vermont
$338M +$19.9M +6% 95
ACM
3277
Armbruster Capital Management
New York
$338M +$39.6M +13% 91
EWA
3278
ERTS Wealth Advisors
Michigan
$338M +$29.6M +10% 87
HC
3279
HNP Capital
New York
$337M +$31.8M +10% 151
MCM
3280
Monarch Capital Management
Indiana
$337M +$19.4M +6% 110
VAS
3281
Valicenti Advisory Services
New York
$337M +$28.5M +9% 78
OAM
3282
Occidental Asset Management
California
$336M +$34.7M +12% 199
LS
3283
Leelyn Smith
Illinois
$336M +$23.3M +7% 399
OWA
3284
Octavia Wealth Advisors
Ohio
$336M +$27.9M +9% 178
HIP
3285
HUB Investment Partners
Texas
$336M +$118M +55% 243
VFM
3286
Viking Fund Management
North Dakota
$335M +$24.5M +8% 131
CCM
3287
Carderock Capital Management
Maryland
$335M +$3.42M +1% 80
SI
3288
SCP Investment
California
$335M +$25.8M +8% 38
AAM
3289
AR Asset Management
California
$335M +$24.4M +8% 120
M2MC
3290
Matthew 25 Management Corp
Pennsylvania
$334M +$38.2M +13% 20
NNPTE
3291
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$334M +$111M +50% 20
SAM
3292
Synergy Asset Management
Washington
$334M +$15.5M +5% 108
OLA
3293
Oliver Luxxe Assets
New Jersey
$334M +$13.1M +4% 193
SCM
3294
Schnieders Capital Management
California
$334M +$29.6M +10% 180
FHC
3295
Forest Hill Capital
Arkansas
$333M +$57.8M +21% 38
TWP
3296
TFO Wealth Partners
Ohio
$333M +$18.8M +6% 182
9WM
3297
9258 Wealth Management
Ohio
$333M +$26.2M +9% 340
MWP
3298
Meridian Wealth Partners
Pennsylvania
$333M +$90.6M +37% 1,495
IFS
3299
Ifrah Financial Services
Arkansas
$333M +$22M +7% 215
ISB
3300
Iowa State Bank
Iowa
$332M +$30.4M +10% 130