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
FSA
3301
Financial Security Advisor
Virginia
$544M +$27.7M +5% 167
BCM
3302
Brasada Capital Management
Texas
$544M -$37.1M -6% 172
HCM
3303
Hutchinson Capital Management
California
$544M -$39.2M -7% 103
ISB
3304
Iowa State Bank
Iowa
$543M +$10.2M +2% 124
WCA
3305
Westover Capital Advisors
Delaware
$543M -$5.98M -1% 258
MAM
3306
Marotta Asset Management
Virginia
$543M +$2.94M +0.5% 106
MAM
3307
Milestone Asset Management
Pennsylvania
$543M +$12.4M +2% 260
BCB
3308
Brian C. Broderick
$542M +$13.3M +3% 95
GPWA
3309
Great Point Wealth Advisors
Massachusetts
$542M -$6.2M -1% 67
CIAM
3310
Caitong International Asset Management
Hong Kong
$541M +$133M +33% 3,161
FMC
3311
FTV Management Company
California
$541M -$115M -17% 2
SCM
3312
Simcoe Capital Management
New York
$539M -$19.9M -4% 18
PHC
3313
Palidye Holdings (Caymans)
Cayman Islands
$539M +$47.8M +10% 15
HGIM
3314
High Ground Investment Management
United Kingdom
$539M -$148M -22% 6
FF
3315
Francis Financial
$538M +$27.6M +5% 121
LC
3316
Lavaca Capital
Texas
$538M -$52.9M -9% 293
ML
3317
Mayport LLC
Massachusetts
$538M +$41.5M +8% 143
CM
3318
CoreCommodity Management
Connecticut
$538M +$61.5M +13% 139
NCA
3319
Newbrook Capital Advisors
New York
$538M -$260M -33% 26
MG
3320
Magnolia Group
Nebraska
$538M -$69M -11% 13
CCM
3321
Coerente Capital Management
Ontario, Canada
$537M -$10.6M -2% 50
GC
3322
Gibson Capital
Pennsylvania
$537M -$7.96M -1% 87
BFC
3323
Banc Funds Company
Illinois
$537M +$32M +6% 103
HS
3324
Hazelview Securities
Ontario, Canada
$537M +$17.7M +3% 55
TCOT
3325
Trust Company of Tennessee
Tennessee
$537M +$33.7M +7% 8