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
FBFS
1801
First Business Financial Services
Wisconsin
$634M +$76.2M +14% 118
AH
1802
Allen Holding
New York
$634M +$83.1M +15% 12
SSWM
1803
Smith Salley Wealth Management
North Carolina
$634M +$49.6M +8% 195
CC
1804
Cadinha & Co
Hawaii
$632M +$86M +16% 137
BAM
1805
Belpointe Asset Management
Nevada
$632M +$274M +77% 669
WRBC
1806
W.R. Berkley Corp
Connecticut
$632M -$74.2M -11% 121
BFPW
1807
BOK Financial Private Wealth
Colorado
$631M +$11.2M +2% 115
LIA
1808
LBMC Investment Advisors
Tennessee
$628M +$21.6M +4% 103
NCM
1809
Novare Capital Management
North Carolina
$627M +$38M +6% 154
MAA
1810
Matrix Asset Advisors
New York
$627M +$20.9M +3% 68
GGI
1811
Godsey & Gibb Inc
Virginia
$627M +$48.7M +8% 71
KPAG
1812
KLS Professional Advisors Group
New York
$626M +$39.6M +7% 29
MFG
1813
Merit Financial Group
Georgia
$625M +$66.4M +12% 123
SCA
1814
Summit Creek Advisors
Minnesota
$624M +$67.4M +12% 62
BVDMP
1815
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$624M -$665K -0.1% 36
G
1816
GenTrust
Florida
$623M +$27.9M +5% 94
TNB
1817
Thomasville National Bank
Georgia
$623M +$42.8M +7% 200
PAS
1818
Park Avenue Securities
New York
$623M +$54.8M +10% 227
AIM
1819
Acropolis Investment Management
Missouri
$623M +$13.6M +2% 155
IECM
1820
Intrinsic Edge Capital Management
Illinois
$623M -$221M -26% 203
BAS
1821
Brown Advisory Securities
Maryland
$622M +$45.7M +8% 439
VC
1822
Vicus Capital
Pennsylvania
$622M +$15.2M +3% 245
WSCM
1823
Wellington Shields Capital Management
New York
$620M +$15.2M +3% 333
SAMH
1824
Shanda Asset Management Holdings
British Virgin Islands
$620M -$22.3M -3% 52
FLAM
1825
First Light Asset Management
Minnesota
$620M -$22.5M -4% 63