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
SBCM
2051
Schwerin Boyle Capital Management
Massachusetts
$970M -$4.77M -0.5% 54
ACA
2052
Abdiel Capital Advisors
New York
$970M -$653M -40% 8
IAS
2053
Insigneo Advisory Services
Florida
$969M +$995K +0.1% 703
FHC
2054
First Heartland Consultants
Missouri
$969M -$6.03M -0.6% 493
MCM
2055
Makena Capital Management
California
$969M +$352M +57% 42
GP
2056
Guardian Partners
Canada
$968M -$15.1M -2% 178
QCMNJ
2057
Quantum Capital Management (New Jersey)
New Jersey
$967M +$34.6M +4% 33
BST
2058
Bath Savings Trust
Maine
$967M -$17.6M -2% 166
FCM
2059
FJ Capital Management
Virginia
$966M +$104M +12% 147
MA
2060
MONECO Advisors
Connecticut
$966M +$18M +2% 502
EC
2061
Estate Counselors
Wisconsin
$965M +$29.3M +3% 129
CCFM
2062
Clear Creek Financial Management
Washington
$965M +$39.5M +4% 548
JFA
2063
JNBA Financial Advisors
Minnesota
$965M -$14.6M -1% 692
WFAG
2064
Wescott Financial Advisory Group
Pennsylvania
$965M -$424K -0% 180
KGI
2065
Kopernik Global Investors
Florida
$964M +$29.3M +3% 35
AWA
2066
Amplius Wealth Advisors
Pennsylvania
$962M -$13.8M -1% 190
GA
2067
GRS Advisors
Illinois
$961M -$52.7M -5% 41
AH
2068
Allen Holding
New York
$961M +$49.3M +5% 14
TIM
2069
Tortoise Investment Management
New York
$960M +$13M +1% 882
CGA
2070
Crescent Grove Advisors
Illinois
$960M -$49M -5% 291
MNBTD
2071
Moody National Bank Trust Division
Texas
$959M +$3.03M +0.3% 514
TA
2072
Townsend & Associates
Colorado
$959M -$17.4M -2% 106
PP
2073
PrairieView Partners
Minnesota
$958M +$1.68M +0.2% 403
TIA
2074
Traphagen Investment Advisors
New Jersey
$958M -$25M -3% 192
DG
2075
Discerene Group
Connecticut
$957M +$232M +32% 13