Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HTHT
2076
Hemenway Trust Hemenway Trust
New Hampshire
$268M +$33.7M +14% 6.53% 67.1% 167
FNBTCON
2077
First National Bank & Trust Co of Newtown
Pennsylvania
$268M +$7.2M +3% 1.68% 42.3% 103
FG
2078
FSI Group
Ohio
$267M +$14M +6% 6.35% 1.01% 75
SCG
2079
Strategic Capital Group
Washington
$266M +$65.3M +32% 6.55% 265
TBA
2080
Train Babcock Advisors
New York
$266M +$1.71M +0.6% 5.55% 41.9% 123
LCM
2081
LVM Capital Management
Michigan
$266M +$14.8M +6% 3.62% 70.3% 122
CFA
2082
Carroll Financial Associates
North Carolina
$265M +$61.2M +30% 2.16% 79.9% 981
BEAM
2083
Baker Ellis Asset Management
Washington
$265M +$13.4M +5% 5.2% 59.9% 253
SFSIG
2084
San Francisco Sentry Investment Group
California
$265M -$12.7M -5% 5.86% 431% 760
WC
2085
Wynnefield Capital
New York
$265M -$1.07M -0.4% 12.2% 81% 38
MVP
2086
Missouri Valley Partners
Missouri
$265M +$5.67M +2% 8.14% 186
HLA
2087
Hamilton Lane Advisors
Pennsylvania
$265M +$90.9M +52% 17.7% 352% 76
SVG
2088
Sun Valley Gold
Idaho
$264M -$18.2M -6% 1.23% 168% 35
SH
2089
SeaTown Holdings
Singapore
$264M 9.46% 129% 14
PFS
2090
Prospera Financial Services
Texas
$264M +$47.6M +22% 5.01% 69.4% 274
BIA
2091
Biondo Investment Advisors
Pennsylvania
$264M +$32.9M +14% 16.6% 102% 101
HCM
2092
Horan Capital Management
Maryland
$263M +$8.86M +3% 3.25% 69.2% 33
CNBT
2093
Canandaigua National Bank & Trust
New York
$263M +$7.16M +3% 4.13% 179
FTC
2094
Farmers Trust Company
Ohio
$263M +$4.96M +2% 2.84% 67.2% 122
JCM
2095
JD Capital Management
Connecticut
$262M -$78.6M -23% 1.68% 12.5% 105
CA
2096
Callahan Advisors
Texas
$262M +$17.7M +7% 4.02% 75.1% 108
SHA
2097
Smith Hayes Advisers
Nebraska
$262M +$21.3M +9% 4.74% 35.2% 261
JWBC
2098
J.W. Burns & Co
New York
$261M +$17.6M +7% 4.97% 74.8% 151
FIMG
2099
Financial & Investment Management Group
Michigan
$261M +$81M +45% 0.22% 18.9% 94
DLCIG
2100
D.L. Carlson Investment Group
New Hampshire
$261M +$11.6M +5% 8.65% 114% 133