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
CA
1651
Clearstead Advisors
Ohio
$701M +$11.1M +2% 233
BFA
1652
Bragg Financial Advisors
North Carolina
$701M +$17.1M +3% 259
FLII
1653
First Long Island Investors
New York
$700M -$22.6M -3% 82
CIC
1654
Cornercap Investment Counsel
Georgia
$699M -$3.41M -0.5% 494
ST
1655
Sageworth Trust
Pennsylvania
$699M +$28.1M +4% 216
PA
1656
Parallel Advisors
California
$699M +$59.3M +9% 2,329
FWM
1657
Frontier Wealth Management
Missouri
$699M -$15.3M -2% 437
SBWIC
1658
Schaper Benz & Wise Investment Counsel
Wisconsin
$699M +$23.5M +3% 105
AP
1659
Appleton Partners
Massachusetts
$698M +$39.4M +6% 272
FTCM
1660
First Trust Capital Management
Illinois
$698M -$11.8M -2% 68
PCMF
1661
Private Capital Management (Florida)
Florida
$695M +$58.8M +9% 48
HCMNY
1662
Howard Capital Management (New York)
New York
$695M +$8.65M +1% 113
WA
1663
WFM Asia
British Virgin Islands
$695M -$51.6M -7% 9
FVP
1664
Firefly Value Partners
Pennsylvania
$695M +$105M +18% 35
AFG
1665
Albion Financial Group
Utah
$694M +$43.5M +7% 202
DK
1666
Darrell & King
Virginia
$694M -$10.8M -2% 56
CFIC
1667
City Financial Investment Company
United Kingdom
$694M -$242M -26% 155
WB
1668
Webster Bank
Connecticut
$692M -$368K -0.1% 539
PAM
1669
Palisade Asset Management
Minnesota
$692M +$30.3M +5% 169
MCM
1670
Murphy Capital Management
New Jersey
$692M -$13.2M -2% 284
VCM
1671
Vigilant Capital Management
Maine
$691M -$12.1M -2% 545
BII
1672
Bainco International Investors
Massachusetts
$690M +$18.3M +3% 102
BDF
1673
Balasa Dinverno & Foltz
$690M +$30.2M +5% 235
MIA
1674
MainStreet Investment Advisors
Illinois
$690M +$39.4M +6% 164
RCAG
1675
Rehmann Capital Advisory Group
Michigan
$689M +$46.6M +7% 2,326