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
LDB
1751
Lee, Danner & Bass
Tennessee
$1.26B -$158M -11% 758
P3I
1752
Progeny 3 Inc
Washington
$1.26B +$68.6M +6% 37
YL
1753
YCG LLC
Texas
$1.26B -$37.1M -3% 40
KB
1754
Kimelman & Baird
New York
$1.26B +$4.87M +0.4% 373
FLII
1755
First Long Island Investors
New York
$1.26B -$11M -0.9% 70
BFS
1756
Baskin Financial Services
Ontario, Canada
$1.26B +$35.7M +3% 51
AAG
1757
Armstrong Advisory Group
Massachusetts
$1.25B +$45M +4% 867
CIM
1758
Corda Investment Management
Texas
$1.25B -$29.7M -2% 74
GWANC
1759
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.25B +$327M +35% 543
NC
1760
NewSquare Capital
Pennsylvania
$1.25B -$6.12M -0.5% 937
NFA
1761
Nationwide Fund Advisors
Ohio
$1.25B -$16.8M -1% 7
SC
1762
Sepio Capital
Utah
$1.25B -$34.9M -3% 312
KP
1763
Keel Point
Alabama
$1.25B +$48.2M +4% 475
SBWIC
1764
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.25B -$7.14M -0.6% 153
SCA
1765
Stonebridge Capital Advisors
Minnesota
$1.24B +$18.4M +1% 233
1CP
1766
1607 Capital Partners
Virginia
$1.24B +$151M +14% 147
VCA
1767
Verdence Capital Advisors
Maryland
$1.24B -$11.7M -0.9% 671
SFG
1768
Sage Financial Group
Pennsylvania
$1.24B +$18.5M +2% 105
SVWAG
1769
Sound View Wealth Advisors Group
Georgia
$1.24B +$16.6M +1% 425
CNAM
1770
Campbell Newman Asset Management
Wisconsin
$1.24B -$88.3M -7% 109
CHAM
1771
Clear Harbor Asset Management
Connecticut
$1.24B +$22.4M +2% 401
WHCM
1772
Wolf Hill Capital Management
Connecticut
$1.24B +$196M +19% 42
MYIA
1773
Mount Yale Investment Advisors
Colorado
$1.24B +$197M +19% 609
LFS
1774
Lutz Financial Services
Nebraska
$1.24B +$4.96M +0.4% 94
TIM
1775
Triodos Investment Management
Netherlands
$1.24B -$31M -2% 50