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
BIAS
2451
Beacon Investment Advisory Services
New Jersey
$299M +$11.1M +4% 86
IWM
2452
Integrated Wealth Management
California
$299M +$30.3M +11% 276
FTI
2453
Fiduciary Trust International
Massachusetts
$298M +$6.14M +2% 107
HL
2454
HeadInvest LLC
Maine
$298M +$28.7M +11% 142
EA
2455
Echinus Advisors
New York
$297M -$720K -0.2% 8
RC
2456
Reik & Co
New York
$297M +$7.34M +3% 49
SAM
2457
Steinberg Asset Management
New York
$297M +$34.7M +13% 46
NCM
2458
Nelson Capital Management
California
$297M +$10.9M +4% 288
SNT
2459
Security National Trust
West Virginia
$297M +$18M +6% 448
AIA
2460
Arrow Investment Advisors
Maryland
$297M -$83.6M -22% 78
CIM
2461
Cambria Investment Management
California
$296M +$56.1M +23% 189
RCM
2462
Radnor Capital Management
Pennsylvania
$296M +$3.84M +1% 186
FIMG
2463
Financial & Investment Management Group
Michigan
$296M +$36.4M +14% 111
LKIM
2464
Lawson Kroeker Investment Management
Nebraska
$295M +$4.48M +2% 73
SHCM
2465
Stokes & Hubbell Capital Management
Louisiana
$295M +$37.7M +15% 96
HBT
2466
Hills Bank & Trust
Iowa
$295M +$9.95M +3% 128
DLCIG
2467
D.L. Carlson Investment Group
New Hampshire
$295M +$1.03M +0.4% 146
SCP
2468
Searchlight Capital Partners
New York
$294M +$6.73M +2% 2
SBWM
2469
Sunflower Bank Wealth Management
Arizona
$294M +$13.4M +5% 91
CBA
2470
Coastal Bridge Advisors
Connecticut
$293M +$36.4M +14% 96
MAM
2471
Morse Asset Management
Connecticut
$293M 135
CAMG
2472
CWA Asset Management Group
Florida
$293M +$58.8M +25% 181
GC
2473
Gibson Capital
Pennsylvania
$293M -$1.08M -0.4% 35
GAG
2474
GM Advisory Group
New York
$293M +$6.39M +2% 125
FC
2475
Forte Capital
New York
$293M +$25.2M +9% 158