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
AIM
2076
Aigen Investment Management
New York
$727M +$19.9M +3% 884
RCYC
2077
Richard C. Young & Co
Rhode Island
$726M -$25.1M -3% 77
PP
2078
PDS Planning
Ohio
$725M +$99.6M +16% 309
BHB
2079
Bank Hapoalim BM
Israel
$724M -$78M -10% 173
AFP
2080
Ausdal Financial Partners
Iowa
$724M +$35.6M +5% 474
HBT
2081
Hills Bank & Trust
Iowa
$723M +$45.6M +7% 255
CPI
2082
Crestview Partners II
New York
$722M -$45.3M -6% 3
JVBC
2083
J.V. Bruni & Co
Colorado
$722M +$8.39M +1% 32
LCM
2084
LVM Capital Management
Michigan
$721M +$30.7M +4% 154
COCM
2085
Charter Oak Capital Management
New Hampshire
$721M +$53.1M +8% 174
CT
2086
Caldwell Trust
Florida
$721M +$13.6M +2% 753
SCM
2087
Somerset Capital Management
United Kingdom
$720M +$119M +20% 12
CAM
2088
Carret Asset Management
New York
$720M -$3.77M -0.5% 282
MHS
2089
M Holdings Securities
Oregon
$719M -$230M -24% 490
BCC
2090
Biglari Capital Corp
Texas
$718M +$135M +23% 12
LC
2091
L1 Capital
Australia
$718M +$69.9M +11% 15
LCG
2092
Lisanti Capital Growth
New York
$717M -$15.7M -2% 164
BFG
2093
Beacon Financial Group
Texas
$717M -$16.1M -2% 233
TCM
2094
Telos Capital Management
California
$717M +$29.7M +4% 201
GAM
2095
Griffin Asset Management
New York
$716M +$52.6M +8% 217
HVIA
2096
Hudson Valley Investment Advisors
New York
$715M +$54M +8% 227
LWM
2097
Lyell Wealth Management
California
$714M +$81.2M +13% 205
LSA
2098
L & S Advisors
California
$714M +$174M +32% 354
VIM
2099
Vancity Investment Management
British Columbia, Canada
$713M +$45.8M +7% 71
MCM
2100
MV Capital Management
Maryland
$712M +$64.6M +10% 707