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
CB
2126
Community Bank
New York
$757M +$17.5M +2% 468
FFS
2127
Founders Financial Securities
Maryland
$757M +$63.9M +9% 343
CWM
2128
C2C Wealth Management
Arizona
$756M +$136M +22% 258
CWM
2129
Circle Wealth Management
New Jersey
$756M +$64.5M +9% 167
MPMG
2130
Minneapolis Portfolio Management Group
Minnesota
$756M -$10.8M -1% 29
DAM
2131
Dorsey Asset Management
Illinois
$755M -$127M -14% 10
BCC
2132
Biglari Capital Corp
Texas
$755M +$36.5M +5% 13
CAM
2133
Carret Asset Management
New York
$754M +$34.4M +5% 281
MC
2134
Middleton & Co
Massachusetts
$754M +$58.2M +8% 162
MCM
2135
MV Capital Management
Maryland
$754M +$42M +6% 706
HCM
2136
Hengehold Capital Management
Ohio
$753M +$26.4M +4% 174
MIM
2137
Morningstar Investment Management
Illinois
$753M +$73.7M +11% 175
JVBC
2138
J.V. Bruni & Co
Colorado
$753M +$31.8M +4% 31
WCM
2139
WestBridge Capital Management
Mauritius
$752M +$104M +16% 4
FAAM
2140
First Ascent Asset Management
Colorado
$751M +$75.6M +11% 73
TCM
2141
Telos Capital Management
California
$750M +$33.6M +5% 196
LSA
2142
L & S Advisors
California
$750M +$35.4M +5% 387
KP
2143
Keel Point
Alabama
$749M +$56.8M +8% 331
MCM
2144
McKinley Capital Management
Alaska
$748M -$6.42M -0.9% 169
LCM
2145
LVM Capital Management
Michigan
$748M +$27.3M +4% 151
HPM
2146
H. Partners Management
New York
$746M -$23.5M -3% 3
MCM
2147
Manchester Capital Management
Vermont
$746M -$18.6M -2% 1,197
CIA
2148
CCM Investment Advisers
South Carolina
$745M +$38.2M +5% 72
AAM
2149
Azzad Asset Management
Virginia
$744M +$43.5M +6% 331
ZDA
2150
Zweig-DiMenna Associates
New York
$744M +$5.37M +0.7% 132