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
PL
2401
PWMCO LLC
Illinois
$363M 81
WIC
2402
Woodmont Investment Counsel
Tennessee
$363M +$1.58M +0.4% 183
BTNA
2403
Bremer Trust National Association
Minnesota
$363M +$16.2M +5% 272
CFMC
2404
Curbstone Financial Management Corp
New Hampshire
$362M +$8.41M +2% 165
WCF
2405
West Coast Financial
California
$362M +$11.6M +3% 114
IB
2406
Intrust Bank
Kansas
$361M +$14.8M +4% 394
FAG
2407
Financial Advisory Group
Texas
$361M +$30.5M +9% 68
SAS
2408
Stelac Advisory Services
New York
$361M +$29M +9% 145
ECAM
2409
East Coast Asset Management
Massachusetts
$361M +$9.76M +3% 75
BO
2410
BRR OpCo
Ohio
$361M +$2.22M +0.6% 120
HC
2411
Hillman Company
Pennsylvania
$360M +$31.6M +10% 15
DWM
2412
Dakota Wealth Management
Florida
$360M +$166M +86% 209
LLC
2413
Latimer Light Capital
New York
$359M +$1.7M +0.5% 21
ACM
2414
Ativo Capital Management
Illinois
$359M +$7.11M +2% 268
TCMI
2415
Technology Crossover Management IX
California
$359M +$97.1M +37% 3
EWA
2416
Exencial Wealth Advisors
Oklahoma
$359M +$22.8M +7% 192
AIM
2417
Arcadia Investment Management
Michigan
$359M +$4.14M +1% 348
HIM
2418
Herald Investment Management
United Kingdom
$359M +$24M +7% 100
WP
2419
WealthSource Partners
California
$358M +$29.1M +9% 333
KA
2420
Kovack Advisors
Florida
$358M -$36.2M -9% 546
BAM
2421
Belpointe Asset Management
Nevada
$358M +$14.9M +4% 409
NIM
2422
Needham Investment Management
New York
$356M +$6.3M +2% 100
NP
2423
Ninepoint Partners
Ontario, Canada
$356M -$69.3M -16% 105
PS
2424
Pensionfund Sabic
Netherlands
$356M +$5M +1% 232
GA
2425
Gateway Advisory
New Jersey
$355M +$13.9M +4% 82