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
MHS
2401
M Holdings Securities
Oregon
$364M +$36.3M +11% 359
MAM
2402
Marketfield Asset Management
New York
$363M +$16.3M +5% 48
PL
2403
PWMCO LLC
Illinois
$363M 81
WIC
2404
Woodmont Investment Counsel
Tennessee
$363M +$1.58M +0.4% 183
BTNA
2405
Bremer Trust National Association
Minnesota
$363M +$16.2M +5% 272
CFMC
2406
Curbstone Financial Management Corp
New Hampshire
$362M +$8.41M +2% 165
WCF
2407
West Coast Financial
California
$362M +$11.6M +3% 114
IB
2408
Intrust Bank
Kansas
$361M +$14.8M +4% 394
FAG
2409
Financial Advisory Group
Texas
$361M +$30.5M +9% 68
SAS
2410
Stelac Advisory Services
New York
$361M +$29M +9% 145
ECAM
2411
East Coast Asset Management
Massachusetts
$361M +$9.76M +3% 75
BO
2412
BRR OpCo
Ohio
$361M +$2.22M +0.6% 120
HC
2413
Hillman Company
Pennsylvania
$360M +$31.6M +10% 15
DWM
2414
Dakota Wealth Management
Florida
$360M +$166M +86% 209
LLC
2415
Latimer Light Capital
New York
$359M +$1.7M +0.5% 21
ACM
2416
Ativo Capital Management
Illinois
$359M +$7.11M +2% 268
TCMI
2417
Technology Crossover Management IX
California
$359M +$97.1M +37% 3
EWA
2418
Exencial Wealth Advisors
Oklahoma
$359M +$22.8M +7% 192
AIM
2419
Arcadia Investment Management
Michigan
$359M +$4.14M +1% 348
HIM
2420
Herald Investment Management
United Kingdom
$359M +$24M +7% 100
WP
2421
WealthSource Partners
California
$358M +$29.1M +9% 333
KA
2422
Kovack Advisors
Florida
$358M -$36.2M -9% 546
BAM
2423
Belpointe Asset Management
Nevada
$358M +$14.9M +4% 409
NIM
2424
Needham Investment Management
New York
$356M +$6.3M +2% 100
NP
2425
Ninepoint Partners
Ontario, Canada
$356M -$69.3M -16% 105