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
LRIC
4201
Long Road Investment Counsel
Michigan
$229M +$7.1M +3% 74
PFA
4202
Pinnacle Family Advisors
Missouri
$229M +$38.3M +20% 150
PCM
4203
Palouse Capital Management
Washington
$229M +$2.16M +1% 104
AFM
4204
Abbot Financial Management
Massachusetts
$229M +$8.37M +4% 135
BW
4205
Bison Wealth
Georgia
$229M -$4.52M -2% 506
CNBT
4206
Cornerstone National Bank & Trust
Illinois
$229M +$15.5M +7% 62
T
4207
Tinicum
New York
$228M -$3.69M -2% 2
HCM
4208
HM Capital Management
Missouri
$228M +$13.1M +6% 46
CP
4209
Castleview Partners
Texas
$228M 922
DM
4210
Diker Management
New York
$228M +$14.5M +7% 44
NC
4211
Nixon Capital
Texas
$228M +$28.2M +14% 25
WAM
4212
Westport Asset Management
Connecticut
$228M +$8.63M +4% 76
JGIA
4213
Jackson Grant Investment Advisers
Connecticut
$228M +$10.2M +5% 382
MSWMA
4214
Market Street Wealth Management Advisors
Indiana
$228M +$58.6M +35% 67
DFA
4215
Delta Financial Advisors
Louisiana
$227M +$13.5M +6% 117
JWM
4216
JFG Wealth Management
Colorado
$227M +$47.9M +27% 47
SC
4217
Schulhoff & Co
Ohio
$227M +$8.47M +4% 118
HAFS
4218
Hapanowicz & Associates Financial Services
Pennsylvania
$227M +$16.6M +8% 33
OHSU
4219
Oregon Health & Science University
Oregon
$227M +$18.2M +9% 1
CCMT
4220
CMT Capital Markets Trading
Germany
$227M +$74.5M +49% 117
PC
4221
Phoenician Capital
New York
$227M +$33.4M +17% 15
PC
4222
PhiloSmith Capital
Connecticut
$227M -$4.06M -2% 32
NP
4223
Ninepoint Partners
Ontario, Canada
$227M +$86.7M +62% 99
OPTFSNA
4224
Old Point Trust & Financial Services N A
Virginia
$226M +$11M +5% 73
RFN
4225
RDA Financial Network
Iowa
$226M -$6.69M -3% 237