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
FG
2076
FSI Group
Ohio
$267M +$14M +6% 75
SCG
2077
Strategic Capital Group
Washington
$266M +$65.3M +32% 265
TBA
2078
Train Babcock Advisors
New York
$266M +$1.71M +0.6% 123
LCM
2079
LVM Capital Management
Michigan
$266M +$14.8M +6% 122
CFA
2080
Carroll Financial Associates
North Carolina
$265M +$61.2M +30% 981
BEAM
2081
Baker Ellis Asset Management
Washington
$265M +$13.4M +5% 253
SFSIG
2082
San Francisco Sentry Investment Group
California
$265M -$12.7M -5% 760
WC
2083
Wynnefield Capital
New York
$265M -$1.07M -0.4% 38
MVP
2084
Missouri Valley Partners
Missouri
$265M +$5.67M +2% 186
HLA
2085
Hamilton Lane Advisors
Pennsylvania
$265M +$90.8M +52% 76
SVG
2086
Sun Valley Gold
Idaho
$264M -$18.2M -6% 35
SH
2087
SeaTown Holdings
Singapore
$264M 14
PFS
2088
Prospera Financial Services
Texas
$264M +$47.6M +22% 274
BIA
2089
Biondo Investment Advisors
Pennsylvania
$264M +$32.9M +14% 101
HCM
2090
Horan Capital Management
Maryland
$263M +$8.86M +3% 33
CNBT
2091
Canandaigua National Bank & Trust
New York
$263M +$7.16M +3% 179
FTC
2092
Farmers Trust Company
Ohio
$263M +$4.96M +2% 122
JCM
2093
JD Capital Management
Connecticut
$262M -$78.6M -23% 105
CA
2094
Callahan Advisors
Texas
$262M +$17.7M +7% 108
SHA
2095
Smith Hayes Advisers
Nebraska
$262M +$21.3M +9% 261
JWBC
2096
J.W. Burns & Co
New York
$261M +$17.6M +7% 151
FIMG
2097
Financial & Investment Management Group
Michigan
$261M +$81M +45% 94
DLCIG
2098
D.L. Carlson Investment Group
New Hampshire
$261M +$11.6M +5% 133
AIM
2099
ARGA Investment Management
Connecticut
$261M -$13.1M -5% 41
NCM
2100
Northroad Capital Management
New York
$261M +$2.89M +1% 58