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
CDIA
2351
Capital Directions Investment Advisors
Georgia
$269M -$24.1M -8% 77
AP
2352
Advisor Partners
California
$269M -$24.2M -8% 440
WC
2353
Whitnell & Co
Illinois
$269M +$3.63M +1% 432
DLCIG
2354
D.L. Carlson Investment Group
New Hampshire
$269M -$224K -0.1% 134
SEM
2355
Suncoast Equity Management
Florida
$268M +$26.3M +11% 22
RC
2356
Roundview Capital
New Jersey
$268M +$15.9M +6% 184
DCM
2357
Dynamic Capital Management
Jersey
$268M +$59M +28% 494
VWM
2358
Venturi Wealth Management
Texas
$268M +$48M +22% 148
SWM
2359
Segment Wealth Management
Texas
$268M +$4.09M +2% 169
SC
2360
Schooner Capital
Florida
$268M +$31.4M +13% 2
CC
2361
Cognios Capital
Kansas
$268M +$71.4M +36% 127
IFAM
2362
Institutional & Family Asset Management
Colorado
$267M -$62K -0% 124
PIM
2363
Penobscot Investment Management
Massachusetts
$267M -$51.7M -16% 192
CFG
2364
CKW Financial Group
Hawaii
$267M -$8.9M -3% 169
AG
2365
Algert Global
California
$267M +$52.6M +25% 434
TA
2366
Tiptree Advisors
New York
$267M -$154M -37% 44
NPGCU
2367
Napier Park Global Capital (US)
New York
$266M +$83.9M +46% 58
DDSF
2368
Diana Davis Spencer Foundation
Maryland
$266M +$8.8M +3% 3
PIM
2369
Parker Investment Management
California
$266M 34
II
2370
INCA Investments
Florida
$266M +$108M +68% 9
SNT
2371
Security National Trust
West Virginia
$266M +$11M +4% 506
ANBT
2372
American National Bank & Trust
Texas
$266M +$8.09M +3% 236
NCM
2373
Nelson Capital Management
California
$265M +$5.24M +2% 280
WPW
2374
Waldron Private Wealth
Pennsylvania
$265M -$3.25M -1% 192
BCF
2375
BLS Capital Fondsmaeglerselskab
Denmark
$265M +$24.3M +10% 13