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
BCB
3276
Brian C. Broderick
$506M +$14.9M +3% 89
KMC
3277
Kirr Marbach & Co
Indiana
$506M +$74.6M +17% 58
RK
3278
Rather & Kittrell
Tennessee
$505M +$43.9M +10% 90
MFS
3279
McNamara Financial Services
Massachusetts
$504M +$39.6M +9% 94
FFIC
3280
First Fiduciary Investment Counsel
Ohio
$504M +$38.2M +8% 75
TAM
3281
TCP Asset Management
Ohio
$504M +$56.9M +13% 98
FC
3282
Finepoint Capital
Massachusetts
$504M -$88.5M -15% 25
SA
3283
Scarborough Advisors
Maryland
$504M -$198M -28% 509
TCM
3284
Twele Capital Management
Minnesota
$504M +$32.4M +7% 39
PSP
3285
Pacific Sage Partners
Washington
$503M +$59.2M +13% 117
CFSG
3286
Community Financial Services Group
Vermont
$503M +$41.5M +9% 102
ISB
3287
Iowa State Bank
Iowa
$502M +$31.1M +7% 124
SL
3288
Sentry LLC
Tennessee
$502M -$11.8M -2% 135
CNBTD
3289
Citizens National Bank Trust Department
Mississippi
$501M +$33.3M +7% 403
AFIA
3290
America First Investment Advisors
Nebraska
$501M +$27.3M +6% 43
LBIM
3291
Land & Buildings Investment Management
Connecticut
$501M +$28.5M +6% 25
LRIA
3292
Leonard Rickey Investment Advisors
Washington
$501M +$36.9M +8% 114
WCA
3293
Westover Capital Advisors
Delaware
$500M +$50.1M +11% 244
TC
3294
Truvestments Capital
Florida
$500M +$39.5M +9% 1,111
FNBTCON
3295
First National Bank & Trust Co of Newtown
Pennsylvania
$499M +$23.8M +5% 137
APM
3296
Avidity Partners Management
Texas
$499M +$13.9M +3% 80
BWP
3297
Balboa Wealth Partners
Arizona
$499M +$84.5M +20% 419
MAM
3298
Marotta Asset Management
Virginia
$499M -$10.7M -2% 119
V
3299
VeraBank
Texas
$499M +$140M +39% 190
SIM
3300
Studio Investment Management
Illinois
$498M +$14.3M +3% 326