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
GP
2076
Girard Partners
Pennsylvania
$792M +$13.9M +2% 266
CT
2077
Caldwell Trust
Florida
$791M +$27.1M +4% 758
CIAS
2078
Capital Investment Advisory Services
North Carolina
$791M -$4.38M -0.6% 824
II
2079
Inspire Investing
Idaho
$791M +$31.2M +4% 980
PFC
2080
Phocas Financial Corp
California
$791M -$3.15M -0.4% 225
NCM
2081
Narwhal Capital Management
Georgia
$791M +$375K +0% 175
BRF
2082
B. Riley Financial
California
$790M +$31.7M +4% 53
PIM
2083
Perpetual Investment Management
Australia
$789M +$84.4M +12% 231
MCM
2084
Maple Capital Management
Vermont
$788M -$40.5M -5% 109
MOS
2085
MGO One Seven
Ohio
$788M +$72.7M +10% 652
NAS
2086
Nicolet Advisory Services
Wisconsin
$788M +$21.5M +3% 203
MAP
2087
Moody Aldrich Partners
Massachusetts
$788M +$76.4M +11% 191
RWM
2088
RKL Wealth Management
Pennsylvania
$788M -$6.5M -0.8% 132
CC
2089
Cypress Capital
Tennessee
$787M +$685M +669% 227
LRPA
2090
L. Roy Papp & Associates
Arizona
$787M -$5.11M -0.6% 175
PDN
2091
Pensionfund DSM Netherlands
Netherlands
$787M +$9.36M +1% 487
JCM
2092
Jacobi Capital Management
Pennsylvania
$786M +$29.7M +4% 1,528
LBD
2093
Landsberg Bennett & Dubbaneh
Florida
$785M +$14.2M +2% 301
OFG
2094
Oxford Financial Group
Indiana
$784M +$39M +5% 256
WFA
2095
Wipfli Financial Advisors
Wisconsin
$784M +$76.2M +11% 45
AHC
2096
Anderson Hoagland & Co
Missouri
$784M -$2.06M -0.3% 116
WAS
2097
Wesleyan Assurance Society
United Kingdom
$783M -$14.8M -2% 97
HS
2098
Hazelview Securities
Ontario, Canada
$782M +$26.8M +4% 28
VIM
2099
Vancity Investment Management
British Columbia, Canada
$782M +$66.4M +9% 66
GAM
2100
Griffin Asset Management
New York
$782M -$47.7M -6% 250