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
CNBTD
3376
Citizens National Bank Trust Department
Mississippi
$349M +$20.4M +6% 142
IFS
3377
Ifrah Financial Services
Arkansas
$349M +$16.8M +5% 223
SI
3378
Symmetry Investments
Jersey
$349M +$39.8M +13% 118
PWA
3379
Physician Wealth Advisors
Utah
$349M +$41.8M +14% 156
CWP
3380
Concord Wealth Partners
Virginia
$349M +$52M +18% 1,130
TA
3381
Tamarack Advisers
California
$349M -$133M -28% 80
ANB
3382
Amarillo National Bank
Texas
$349M -$44.9M -11% 101
P8IP
3383
Pier 88 Investment Partners
California
$348M +$53.3M +18% 124
EEP
3384
Edgehill Endowment Partners
Connecticut
$348M +$45.5M +15% 7
NQWM
3385
Northwest Quadrant Wealth Management
Oregon
$347M +$23.6M +7% 66
RPA
3386
Rock Point Advisors
Vermont
$347M +$26.2M +8% 101
SWM
3387
Southern Wealth Management
Texas
$347M +$43.1M +14% 56
FPB
3388
First PREMIER Bank
South Dakota
$346M +$64.1M +23% 370
OCM
3389
Orchard Capital Management
Illinois
$346M +$28.3M +9% 45
CBFP
3390
Cedar Brook Financial Partners
Ohio
$346M +$57.4M +20% 383
CCM
3391
Canal Capital Management
Virginia
$346M +$52.8M +18% 140
JBA
3392
Johnson Bixby & Associates
Washington
$346M +$29.5M +9% 84
FL
3393
Fort LP
Maryland
$346M -$10.5M -3% 292
FBCM
3394
Fort Baker Capital Management
California
$346M +$5.47M +2% 122
PFBT
3395
Parkside Financial Bank & Trust
Missouri
$346M +$14.4M +4% 1,868
SI
3396
SCP Investment
California
$345M +$10.7M +3% 37
MFW
3397
Mosaic Family Wealth
Missouri
$345M +$24.9M +8% 169
HA
3398
Harfst & Associates
Wyoming
$345M +$13.3M +4% 148
PPP
3399
Private Portfolio Partners
New Jersey
$345M +$36.5M +12% 270
CCG
3400
Cloverfields Capital Group
Minnesota
$345M +$35.8M +12% 77