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
PWM
2251
Perigon Wealth Management
California
$430M +$38.3M +10% 243
HHMI
2252
Howard Hughes Medical Institute
Maryland
$429M +$113M +36% 30
LIA
2253
LSP Investment Advisors
New York
$429M +$51.5M +14% 27
NFA
2254
Nationwide Fund Advisors
Ohio
$428M -$287M -40% 6
BBI
2255
Baxter Bros Inc
Connecticut
$428M +$59.5M +16% 112
LI
2256
LVZ Inc
Michigan
$428M +$76M +22% 93
LF
2257
Lee Financial
Texas
$427M +$54M +14% 575
TFA
2258
Toth Financial Advisory
Virginia
$427M +$61.6M +17% 466
RIA
2259
RPG Investment Advisory
California
$427M +$26.4M +7% 308
AI
2260
AIA International
Hong Kong
$427M +$144M +51% 8
FMT
2261
First Mercantile Trust
Tennessee
$426M +$13.1M +3% 958
UAS
2262
United Asset Strategies
New York
$426M +$59.3M +16% 215
BAS
2263
Brown Advisory Securities
Maryland
$425M -$98.4M -19% 398
HCM
2264
Hengehold Capital Management
Ohio
$425M +$114M +37% 129
TC
2265
Tyvor Capital
Illinois
$425M +$235M +123% 41
MCM
2266
Maple Capital Management
Vermont
$425M +$36.1M +9% 129
LBD
2267
Landsberg Bennett & Dubbaneh
Florida
$425M +$164M +63% 249
3AM
2268
3D Asset Management
Connecticut
$424M +$36.5M +9% 63
WCF
2269
West Coast Financial
California
$424M +$71.2M +20% 114
ZIG
2270
Zuckerman Investment Group
Illinois
$423M +$63.3M +18% 64
BCP
2271
Blue Chip Partners
Michigan
$422M +$24.7M +6% 147
GWI
2272
Grace & White Inc
New York
$422M +$27.3M +7% 132
EWA
2273
Exencial Wealth Advisors
Oklahoma
$421M +$48.7M +13% 236
RC
2274
Roundview Capital
New Jersey
$421M +$64.2M +18% 221
RI
2275
RPTC Inc
Wyoming
$421M +$22.1M +6% 11