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
CT
1701
Coastline Trust
Rhode Island
$680M -$8.4M -1% 344
DWT
1702
Dorsey & Whitney Trust
South Dakota
$679M +$31.8M +5% 458
FFBTD
1703
First Financial Bank - Trust Division
Ohio
$679M +$21.6M +3% 179
HWA
1704
Heritage Wealth Advisors
Virginia
$679M +$26.2M +4% 491
CISOA
1705
Capital Investment Services of America
Wisconsin
$678M -$1.25M -0.2% 72
IA
1706
Icon Advisers
Colorado
$678M -$386M -36% 315
AW
1707
ACG Wealth
Georgia
$678M -$67.3M -9% 359
FDCC
1708
Foster Dykema Cabot & Co
Massachusetts
$677M +$16.5M +2% 100
AHB
1709
Abner Herrman & Brock
New Jersey
$677M -$20.2M -3% 138
FWM
1710
Frontier Wealth Management
Missouri
$677M -$616K -0.1% 329
AC
1711
Alexandria Capital
Virginia
$676M -$25.7M -4% 267
NCM
1712
Novare Capital Management
North Carolina
$673M +$16.5M +3% 144
YL
1713
YCG LLC
Texas
$672M +$36.5M +6% 41
SFG
1714
Sage Financial Group
Pennsylvania
$671M -$3.78M -0.6% 77
SPC
1715
Silver Point Capital
Connecticut
$671M -$134M -17% 14
WI
1716
Wintrust Investments
Illinois
$670M +$11.1M +2% 394
BCM
1717
Brigade Capital Management
New York
$670M +$10M +2% 58
MP
1718
MFN Partners
Massachusetts
$669M +$39M +6% 17
SGAM
1719
Stephens Group Asset Management
Arkansas
$668M +$41.1M +7% 14
GLI
1720
Guardian Life Insurance
New York
$668M -$56.1M -8% 536
JLBC
1721
J.L. Bainbridge & Co
Florida
$668M +$8.01M +1% 82
FG
1722
Formula Growth
Quebec, Canada
$667M -$32.6M -5% 169
TS
1723
Third Security
Virginia
$667M -$182M -21% 11
PIM
1724
Provident Investment Management
Michigan
$667M -$7.63M -1% 59
WP
1725
WealthSource Partners
California
$667M +$32.9M +5% 480