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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
MW
2526
Marcum Wealth
Ohio
$616M +$8.87M +1% 6.74% 20% 360 10.83%
NGM
2527
North Growth Management
British Columbia, Canada
$615M +$51.1M +9% 6.89% 231% 50 0%
CL
2528
CIM LLC
New York
$615M +$56.9M +10% 9.41% 92.1% 175 17.14%
DWM
2529
Darwin Wealth Management
Florida
$614M +$41.4M +7% 7.09% 56.8% 184 18.48%
AG
2530
Arctis Global
Puerto Rico
$614M -$90.9M -13% 10.6% 69.5% 24 66.67%
HIM
2531
Herald Investment Management
United Kingdom
$614M +$38.9M +7% 9.36% 493% 104 7.69%
VC
2532
Vicus Capital
Pennsylvania
$614M -$227M -27% 4.87% 48.6% 251 47.81%
YCM
2533
Yakira Capital Management
Connecticut
$614M +$117M +24% 6.34% 77.4% 447 37.58%
EF
2534
Empirical Finance
Pennsylvania
$613M +$44.8M +8% 7.3% 97.6% 423 27.9%
RIA
2535
RPG Investment Advisory
California
$613M +$54.4M +10% 8.89% 123% 366 7.65%
WCF
2536
West Coast Financial
California
$613M +$37.9M +7% 7.33% 22.2% 134 8.21%
IA
2537
Icon Advisers
Colorado
$613M -$24.8M -4% 6.66% 86.9% 193 24.87%
PA
2538
Planning Alternatives
Michigan
$612M +$11.5M +2% 6.14% 50.4% 48 12.5%
RIM
2539
Redwood Investment Management
Arizona
$612M +$85M +16% 5.43% 46% 261 10.73%
TLA
2540
Tree Line Advisors
Hong Kong
$611M +$38.4M +7% 14.7% 277% 10 20%
NFG
2541
Nadler Financial Group
Illinois
$611M +$51.3M +9% 7.82% 64.4% 135 8.89%
I
2542
INVST
Indiana
$610M +$32.2M +6% 6.11% 60.4% 220 18.64%
SAA
2543
Southeast Asset Advisors
Georgia
$610M +$53.3M +10% 8.62% 84.3% 148 14.86%
CAM
2544
Claret Asset Management
Quebec, Canada
$610M +$71.1M +13% 9.71% 73.3% 213 13.15%
MBTD
2545
Mechanics Bank - Trust Department
California
$610M +$29M +5% 6.94% 67.2% 178 4.49%
AT
2546
Arden Trust
Delaware
$609M +$15.2M +3% 6.53% 22.5% 324 13.58%
AOWM
2547
Alpha Omega Wealth Management
Virginia
$609M +$37.5M +7% 5.73% 60.7% 227 4.41%
TCM
2548
Tufton Capital Management
Maryland
$609M +$23.5M +4% 6.78% 86.5% 133 7.52%
MB
2549
MPM BioImpact
Massachusetts
$609M -$187M -24% 20.1% 441% 14 7.14%
AC
2550
Apella Capital
Connecticut
$609M +$291M +92% 3.8% 44.5% 212 42.92%