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
PTB
3301
Pioneer Trust Bank
Oregon
$385M +$35.2M +10% 76
C
3302
Cliffwater
California
$385M +$3.78M +1% 25
ICP
3303
ION Crossover Partners
Israel
$385M -$72.9M -16% 5
CCM
3304
Compton Capital Management
Rhode Island
$385M +$43.8M +13% 167
SWIG
3305
Strategic Wealth Investment Group
Kentucky
$385M +$49.8M +15% 101
GEA
3306
Glen Eagle Advisors
New Jersey
$384M +$38.8M +11% 1,116
CA
3307
CGN Advisors
Kansas
$384M +$78.1M +26% 227
SDAM
3308
Shulman DeMeo Asset Management
New York
$384M +$269M +233% 154
AFGI4KRSP
3309
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$383M +$49.6M +15% 1
BFA
3310
Benedict Financial Advisors
Georgia
$383M +$25.2M +7% 126
EAM
3311
Exane Asset Management
France
$383M -$38.9M -9% 15
SA
3312
Sicart Associates
New York
$383M +$16.2M +4% 116
MFS
3313
McNamara Financial Services
Massachusetts
$383M +$18.2M +5% 61
MFW
3314
Mosaic Family Wealth
Missouri
$383M +$22M +6% 185
CF
3315
CNA Financial
Illinois
$383M +$15.4M +4% 206
DBIA
3316
Dumont & Blake Investment Advisors
New Jersey
$382M +$32.8M +9% 207
AB
3317
Aozora Bank
Japan
$382M -$71.3M -16% 2
ECML
3318
Eagle Capital Management (Louisiana)
Louisiana
$382M +$13.7M +4% 51
GF
3319
Goodman Financial
Texas
$381M +$15.4M +4% 57
PWA
3320
Physician Wealth Advisors
Utah
$381M +$17.7M +5% 166
HI
3321
Hoey Investments
Pennsylvania
$381M +$58.6M +18% 263
WC
3322
Walthausen & Co
New York
$381M -$13.8M -3% 152
HCP
3323
Hexagon Capital Partners
Arkansas
$381M +$36.3M +11% 916
HCM
3324
Huber Capital Management
California
$381M -$6.6M -2% 111
RGC
3325
Roberts, Glore & Co
Illinois
$380M +$51.2M +16% 210