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
FNBTCON
2076
First National Bank & Trust Co of Newtown
Pennsylvania
$268M +$7.2M +3% 103
FG
2077
FSI Group
Ohio
$267M +$14M +6% 75
SCG
2078
Strategic Capital Group
Washington
$266M +$65.3M +32% 265
TBA
2079
Train Babcock Advisors
New York
$266M +$1.71M +0.6% 123
LCM
2080
LVM Capital Management
Michigan
$266M +$14.8M +6% 122
CFA
2081
Carroll Financial Associates
North Carolina
$265M +$61.2M +30% 981
BEAM
2082
Baker Ellis Asset Management
Washington
$265M +$13.4M +5% 253
SFSIG
2083
San Francisco Sentry Investment Group
California
$265M -$12.7M -5% 760
WC
2084
Wynnefield Capital
New York
$265M -$1.07M -0.4% 38
MVP
2085
Missouri Valley Partners
Missouri
$265M +$5.67M +2% 186
HLA
2086
Hamilton Lane Advisors
Pennsylvania
$265M +$90.8M +52% 76
SVG
2087
Sun Valley Gold
Idaho
$264M -$18.2M -6% 35
SH
2088
SeaTown Holdings
Singapore
$264M 14
PFS
2089
Prospera Financial Services
Texas
$264M +$47.6M +22% 274
BIA
2090
Biondo Investment Advisors
Pennsylvania
$264M +$32.9M +14% 101
HCM
2091
Horan Capital Management
Maryland
$263M +$8.86M +3% 33
CNBT
2092
Canandaigua National Bank & Trust
New York
$263M +$7.16M +3% 179
FTC
2093
Farmers Trust Company
Ohio
$263M +$4.96M +2% 122
JCM
2094
JD Capital Management
Connecticut
$262M -$78.6M -23% 105
CA
2095
Callahan Advisors
Texas
$262M +$17.7M +7% 108
SHA
2096
Smith Hayes Advisers
Nebraska
$262M +$21.3M +9% 261
JWBC
2097
J.W. Burns & Co
New York
$261M +$17.6M +7% 151
FIMG
2098
Financial & Investment Management Group
Michigan
$261M +$81M +45% 94
DLCIG
2099
D.L. Carlson Investment Group
New Hampshire
$261M +$11.6M +5% 133
AIM
2100
ARGA Investment Management
Connecticut
$261M -$13.1M -5% 41