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
MIP
2451
Marietta Investment Partners
Wisconsin
$300M +$15.9M +6% 153
TCM
2452
Talara Capital Management
New Jersey
$300M +$19.8M +7% 22
DFG
2453
Delphi Financial Group
Delaware
$300M -$8.88M -3% 21
DGI
2454
Discovery Group I
Illinois
$300M +$43.4M +17% 31
AWM
2455
Avior Wealth Management
Nebraska
$299M +$31.7M +12% 555
CFP
2456
Cornerstone Financial Partners
North Carolina
$299M -$13.3M -4% 184
HAM
2457
Highstreet Asset Management
Ontario, Canada
$299M +$8.94M +3% 184
PAM
2458
Princeton Alpha Management
New Jersey
$299M -$187M -38% 874
TIM
2459
Total Investment Management
Arizona
$299M -$8.18M -3% 39
PIM
2460
Penobscot Investment Management
Massachusetts
$299M +$9.34M +3% 187
BIAS
2461
Beacon Investment Advisory Services
New Jersey
$299M +$11.1M +4% 86
IWMPD
2462
Integrated Wealth Management (Palm Desert)
California
$299M +$30.3M +11% 276
FTI
2463
Fiduciary Trust International
Massachusetts
$298M +$6.14M +2% 107
HL
2464
HeadInvest LLC
Maine
$298M +$28.7M +11% 142
EA
2465
Echinus Advisors
New York
$297M -$720K -0.2% 8
RC
2466
Reik & Co
New York
$297M +$7.34M +3% 49
SAM
2467
Steinberg Asset Management
New York
$297M +$34.7M +13% 46
NCM
2468
Nelson Capital Management
California
$297M +$10.9M +4% 288
SNT
2469
Security National Trust
West Virginia
$297M +$18M +6% 448
AIA
2470
Arrow Investment Advisors
Maryland
$297M -$83.6M -22% 78
CIM
2471
Cambria Investment Management
California
$296M +$56.1M +23% 189
RCM
2472
Radnor Capital Management
Pennsylvania
$296M +$3.84M +1% 186
FIMG
2473
Financial & Investment Management Group
Michigan
$296M +$36.4M +14% 111
LKIM
2474
Lawson Kroeker Investment Management
Nebraska
$295M +$4.48M +2% 73
SHCM
2475
Stokes & Hubbell Capital Management
Louisiana
$295M +$37.7M +15% 96