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
SNT
2376
Security National Trust
West Virginia
$266M +$11M +4% 506
ANBT
2377
American National Bank & Trust
Texas
$266M +$8.09M +3% 236
NCM
2378
Nelson Capital Management
California
$265M +$5.24M +2% 280
WPW
2379
Waldron Private Wealth
Pennsylvania
$265M -$3.25M -1% 192
BCF
2380
BLS Capital Fondsmaeglerselskab
Denmark
$265M +$24.3M +10% 13
DW
2381
Domani Wealth
Pennsylvania
$265M +$9.06M +4% 125
DWM
2382
Dorchester Wealth Management
Quebec, Canada
$264M +$23.5M +10% 116
BIA
2383
Biondo Investment Advisors
Pennsylvania
$264M -$37.7M -12% 84
SFI
2384
SPC Financial Inc
Maryland
$263M +$9.02M +4% 121
DM
2385
Diker Management
New York
$263M -$95M -27% 98
FHC
2386
First Heartland Consultants
Missouri
$263M -$375K -0.1% 314
X
2387
Xponance
Pennsylvania
$263M -$8.17M -3% 58
HLC
2388
Hunt Lane Capital
New York
$262M +$60.2M +30% 21
GPP
2389
Great Point Partners
Connecticut
$262M +$34.3M +15% 37
SGK
2390
Steigerwald Gordon & Koch
Virginia
$262M +$16.9M +7% 63
HC
2391
Hawkins Capital
Texas
$262M +$7.6M +3% 29
NTCM
2392
Nine Ten Capital Management
Illinois
$262M +$29.5M +13% 12
QOP
2393
Quinn Opportunity Partners
Virginia
$261M +$33.8M +15% 133
CII
2394
Chapter IV Investors
North Carolina
$261M +$25.4M +11% 10
NAM
2395
NTV Asset Management
West Virginia
$260M +$7.05M +3% 165
SMG
2396
Spectrum Management Group
Indiana
$260M -$9.15M -3% 276
GFG
2397
Gray Financial Group
Georgia
$260M +$124M +91% 58
KIM
2398
Kestrel Investment Management
California
$259M +$9.32M +4% 49
JWM
2399
Jackson Wealth Management
Florida
$259M +$6.47M +3% 72
RIA
2400
RPG Investment Advisory
California
$259M -$8.79M -3% 112