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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
HIM
2476
Herald Investment Management
United Kingdom
$359M +$24M +7% 12.7% 493% 100 12%
JCG
2477
JHL Capital Group
Illinois
$358M -$68.8M -16% 3.47% 21 66.67%
WP
2478
WealthSource Partners
California
$358M +$29.1M +9% 1.08% 16.8% 333 26.43%
KA
2479
Kovack Advisors
Florida
$358M -$40.5M -10% 5.28% 95% 571 39.05%
BAM
2480
Belpointe Asset Management
Nevada
$358M +$14.9M +4% 3.13% 66.7% 409 33.25%
NIM
2481
Needham Investment Management
New York
$356M +$6.3M +2% 8.38% 267% 100 17%
PS
2482
Pensionfund Sabic
Netherlands
$356M +$5M +1% 4.11% 67.7% 232 21.55%
GA
2483
Gateway Advisory
New Jersey
$355M +$13.9M +4% 2.19% 26% 82 36.59%
NAM
2484
NTV Asset Management
West Virginia
$355M +$2.85M +0.8% 2.56% 82% 185 4.86%
NGA
2485
Naples Global Advisors
Florida
$355M +$17.9M +5% 1.76% 103% 300 8.67%
NEPWA
2486
New England Private Wealth Advisors
Massachusetts
$355M +$718K +0.2% 1.94% 40.3% 155 7.1%
MP
2487
Meghalaya Partners
Connecticut
$355M +$149M +72% 2.14% 30 46.67%
NFG
2488
Nadler Financial Group
Illinois
$353M +$28.6M +9% 3.17% 64.4% 88 13.64%
TCM
2489
Tradition Capital Management
New Jersey
$352M +$2.63M +0.8% 1.21% 43.5% 180 6.67%
TS
2490
Twin Securities
New York
$352M -$231M -40% 0.15% 467% 26 69.23%
AC
2491
Apertura Capital
Texas
$351M +$99.6M +40% 3.57% 41.5% 49 71.43%
LFS
2492
Lutz Financial Services
Nebraska
$351M +$12.2M +4% 1.56% 28.7% 44 6.82%
SCM
2493
SOL Capital Management
Maryland
$351M +$2.43M +0.7% 2.41% 56.6% 245 4.9%
AUIM
2494
Aegon USA Investment Management
Iowa
$351M +$7.55M +2% 1.65% 39.9% 39 12.82%
BCM
2495
BHZ Capital Management
California
$350M +$46.1M +15% 4.77% 3.24% 129 22.48%
NC
2496
NBW Capital
Massachusetts
$349M +$29.5M +9% 8.35% 86% 75 5.33%
ANBT
2497
American National Bank & Trust
Texas
$349M +$1.28M +0.4% 3.28% 95.1% 254 15.35%
AAM
2498
Azzad Asset Management
Virginia
$349M +$19M +6% 4.62% 77.7% 320 11.25%
AIS
2499
AlphaOne Investment Services
Pennsylvania
$348M -$16.2M -4% 5.37% 77.1% 482 59.54%
SAA
2500
Southeast Asset Advisors
Georgia
$347M +$9.84M +3% 2.42% 84.3% 113 11.5%