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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
AWM
2526
Absher Wealth Management
North Carolina
$712M -$8.77M -1% 0.67% 54.5% 63 7.94%
DAL
2527
Delta Air Lines
Georgia
$711M -$283M -28% 27% 5.3% 5 0%
CA
2528
Cornerstone Advisory
Maryland
$711M +$9.6M +1% 2.36% 53.5% 234 13.25%
FTIS
2529
First Trust Investment Solutions
Florida
$710M +$142M +25% 0.43% 297 29.97%
PAM
2530
Pinpoint Asset Management
Hong Kong
$710M +$86.7M +14% 6.23% 185% 140 49.29%
LNWTC
2531
Laird Norton Wetherby Trust Company
Washington
$709M -$29.2M -4% 4.4% 88.1% 86 19.77%
CUAMC
2532
China Universal Asset Management Company
China
$709M -$77.6M -10% 9.19% 264% 452 11.5%
SC
2533
Sasco Capital
Connecticut
$708M -$39M -5% 7.56% 15.5% 54 7.41%
BHB
2534
Bank Hapoalim BM
Israel
$707M -$65M -8% 2.46% 76.6% 145 12.41%
JC
2535
Joho Capital
New York
$707M -$14.1M -2% 1.29% 80.2% 16 25%
DBIA
2536
Dumont & Blake Investment Advisors
New Jersey
$706M +$359M +103% 1.81% 78.3% 206 7.28%
IDA
2537
Intelligence Driven Advisers
California
$706M +$29.1M +4% 2.03% 58.5% 121 27.27%
GXJ
2538
Global X Japan
Japan
$706M +$235M +50% 9.09% 288 14.58%
SPC
2539
Spirepoint Private Client
Florida
$705M +$48.9M +7% 3.61% 224 17.86%
RIM
2540
Rockbridge Investment Management
New York
$705M +$23M +3% 0.68% 38.6% 125 12%
SC
2541
Skylands Capital
Wisconsin
$705M -$18.5M -3% 2.4% 64.3% 164 12.2%
PAMG
2542
Patton Albertson Miller Group
Tennessee
$704M +$36.2M +5% 2.77% 109% 217 11.98%
DIA
2543
Dean Investment Associates
Ohio
$704M -$23.4M -3% 2.26% 63.5% 226 13.27%
AFA
2544
American Financial Advisors
Georgia
$703M -$6.83M -1% 0.33% 52.7% 154 7.79%
ACP
2545
Aviance Capital Partners
Florida
$703M +$30.2M +4% 4.05% 98.2% 332 8.43%
IWS
2546
Insight Wealth Strategies
California
$703M +$21.6M +3% 0.7% 79.5% 170 14.12%
FCP
2547
Fidelis Capital Partners
Florida
$702M +$43.7M +7% 5.29% 115% 413 16.71%
OCG
2548
Opus Capital Group
Ohio
$701M +$16.7M +2% 0.35% 49.7% 127 7.87%
UWPG
2549
Ullmann Wealth Partners Group
Florida
$701M +$28.7M +4% 2.12% 62.2% 118 11.86%
JWM
2550
JGP Wealth Management
Oregon
$701M +$12.3M +2% 1.9% 78.2% 178 13.48%