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
BAM
1451
Berkshire Asset Management
Pennsylvania
$696M +$38.7M +6% 187
CIC
1452
Carnegie Investment Counsel
Ohio
$693M -$15.7M -2% 327
ST
1453
Sentinel Trust
Texas
$692M -$9.67M -1% 147
SIP
1454
Stoneridge Investment Partners
Pennsylvania
$690M +$20M +3% 349
HCM
1455
Hollencrest Capital Management
California
$690M +$41.9M +6% 445
WB
1456
Webster Bank
Connecticut
$687M +$5.21M +0.8% 228
RMCM
1457
Reynders McVeigh Capital Management
Massachusetts
$686M -$2.38M -0.3% 227
JFA
1458
JNBA Financial Advisors
Minnesota
$685M +$327M +91% 1,755
S
1459
SignatureFD
Georgia
$685M +$118K +0% 1,707
SC
1460
SRB Corp
Massachusetts
$684M +$31.4M +5% 195
TAM
1461
THB Asset Management
Connecticut
$684M -$86.7M -11% 178
SEIA
1462
Signature Estate & Investment Advisors
California
$683M +$57.3M +9% 178
GC
1463
Gratus Capital
Georgia
$683M +$2.92M +0.4% 185
LSCM
1464
Light Street Capital Management
California
$682M +$143M +26% 29
PS
1465
Portfolio Solutions
Michigan
$681M +$24.6M +4% 33
ECM
1466
Estabrook Capital Management
New York
$681M +$13M +2% 438
LM
1467
Lincluden Management
Ontario, Canada
$681M +$78M +13% 82
VWM
1468
Valley Wealth Managers
New Jersey
$680M +$24.3M +4% 241
EA
1469
Efficient Advisors
Ohio
$680M +$51M +8% 86
PCMF
1470
Private Capital Management (Florida)
Florida
$680M -$4.03M -0.6% 61
LIM
1471
Leavell Investment Management
Alabama
$679M +$438K +0.1% 397
GAIA
1472
Global Atlantic Investment Advisors
Indiana
$678M +$9.24M +1% 8
CIP
1473
Convergence Investment Partners
Florida
$678M -$48.9M -7% 435
WFMPM
1474
Woodley Farra Manion Portfolio Management
Indiana
$677M +$30M +5% 79
PL
1475
Parkwood LLC
Ohio
$674M +$75.8M +13% 551