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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
CM
2476
Condire Management
Texas
$588M +$92.3M +19% 8.48% 252% 14 7.14%
NIM
2477
Needham Investment Management
New York
$588M -$19M -3% 4.88% 267% 129 13.95%
WA
2478
Wealth Architects
California
$588M -$18M -3% 3.66% 80.1% 197 6.6%
ANBT
2479
American National Bank & Trust
Texas
$588M -$6.68M -1% 1.87% 95.1% 650 20%
VCM
2480
Virtue Capital Management
Tennessee
$587M +$1.18M +0.2% 2.96% 61.9% 407 1.23%
MC
2481
Meteora Capital
Florida
$587M +$43.8M +8% 3.95% 54.8% 453 30.68%
AAM
2482
Auxier Asset Management
Oregon
$586M -$16.6M -3% 1.84% 58.4% 170 4.71%
VCM
2483
Violich Capital Management
California
$586M -$34.5M -6% 0.68% 100% 111 15.32%
SLG
2484
Stanley-Laman Group
Pennsylvania
$586M -$19.4M -3% 1.79% 82.9% 250 13.2%
RB
2485
Rodgers Brothers
Pennsylvania
$586M +$17.9M +3% 2.54% 75.7% 222 8.56%
XT
2486
XTX Topco
Cayman Islands
$586M +$27.7M +5% 5.19% 70.4% 2,170 68.02%
KWA
2487
Kingswood Wealth Advisors
California
$585M +$271M +87% 2.69% 123% 487 59.55%
SCM
2488
Somerset Capital Management
United Kingdom
$585M -$45.9M -7% 1.63% 7.5% 10 20%
PC
2489
Permanens Capital
New York
$585M +$150M +35% 2.01% 74.7% 45 37.78%
LPAM
2490
Lodestar Private Asset Management
California
$584M -$11.8M -2% 3.96% 58.3% 202 7.92%
NA
2491
Navellier & Associates
Nevada
$584M +$70.5M +14% 1.52% 262% 353 38.81%
OCM
2492
Olstein Capital Management
New York
$583M -$35.2M -6% 8.22% 16.6% 100 3%
CIA
2493
Compass Ion Advisors
Pennsylvania
$583M +$189M +48% 3.07% 56.7% 226 65.93%
TCM
2494
Twele Capital Management
Minnesota
$583M -$37.5M -6% 3.94% 34.9% 41 4.88%
MIOT
2495
Massachusetts Institute of Technology
Massachusetts
$581M -$87.9M -13% 3.89% 50.8% 11 54.55%
KBFS
2496
Kohmann Bosshard Financial Services
Ohio
$581M +$608K +0.1% 3.46% 42.8% 191 7.33%
AOWM
2497
Alpha Omega Wealth Management
Virginia
$580M -$11.9M -2% 0.06% 60.7% 207 4.35%
CA
2498
Crewe Advisors
Utah
$578M -$134M -19% 3.43% 96.1% 946 46.93%
RA
2499
RR Advisors
Texas
$578M +$30.5M +6% 8.13% 113% 22 22.73%
AWA
2500
Arete Wealth Advisors
Illinois
$578M -$554M -49% 2.99% 63.9% 758 45.65%