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
PIM
2401
Penobscot Investment Management
Massachusetts
$574M +$4.51M +0.8% 235
RA
2402
RR Advisors
Texas
$574M -$20.3M -3% 19
KC
2403
Kryger Capital
United Kingdom
$573M -$87.9M -13% 30
CFFNO
2404
Common Fund For Nonprofit Organizations
Connecticut
$571M +$17.3M +3% 13
JWM
2405
JGP Wealth Management
Oregon
$570M +$25.8M +5% 153
GWANC
2406
Guardian Wealth Advisors (North Carolina)
North Carolina
$570M +$49.6M +10% 424
MIC
2407
Means Investment Company
Maine
$569M +$70.3M +14% 198
BIM
2408
Barton Investment Management
Pennsylvania
$568M +$59.8M +12% 44
HR
2409
Hardy Reed
Mississippi
$568M +$39.3M +7% 115
VNA
2410
Valley National Advisers
Pennsylvania
$568M +$10.8M +2% 1,004
CIC
2411
Cornercap Investment Counsel
Georgia
$568M -$9.41M -2% 680
RR
2412
Robotti Robert
$568M +$66.2M +13% 65
WCM
2413
Woodson Capital Management
Connecticut
$568M +$58.7M +12% 39
BFG
2414
Barber Financial Group
Kansas
$567M +$206M +57% 157
SCM
2415
Sirios Capital Management
Massachusetts
$567M +$24.5M +5% 68
MCM
2416
Mattern Capital Management
Colorado
$567M +$26M +5% 127
WAG
2417
Winthrop Advisory Group
Massachusetts
$567M +$39.3M +7% 134
RIA
2418
RPG Investment Advisory
California
$567M +$48.1M +9% 91
OC
2419
ORIX Corp
Japan
$566M -$11.4M -2% 1
GWM
2420
GDS Wealth Management
Texas
$566M +$42.2M +8% 123
WA
2421
Wealth Architects
California
$565M +$36.2M +7% 191
BIM
2422
Baldwin Investment Management
Pennsylvania
$564M +$10.5M +2% 208
CFA
2423
Cahill Financial Advisors
Minnesota
$564M +$43.3M +8% 240
CAC
2424
Certified Advisory Corp
Florida
$563M +$56.6M +11% 286
CWG
2425
Cornerstone Wealth Group
North Carolina
$562M +$33.6M +6% 156