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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
WAM
2551
Weatherly Asset Management
California
$239M +$23.2M +11% 5.94% 108% 207 34.3%
MFW
2552
Meristem Family Wealth
Minnesota
$238M +$9.98M +4% 3.92% 67.7% 113 9.73%
VCAM
2553
Van Cleef Asset Management
Ohio
$238M +$9.95M +4% 5.1% 87.3% 103 10.68%
BC
2554
Barnett & Company
Tennessee
$238M +$14.9M +7% 6.56% 65.9% 204 9.31%
RTIM
2555
Round Table Investment Management
North Carolina
$238M +$66.5M +39% 2.35% 64 50%
CIPU
2556
Caledonia Investments plc (UK)
United Kingdom
$238M +$27.4M +13% 5.28% 48.7% 13 7.69%
SCM
2557
Stonerise Capital Management
California
$237M -$30.2M -11% 4.18% 0.77% 12 25%
GCM
2558
Grisanti Capital Management
New York
$237M +$7.51M +3% 2.26% 17.9% 63 6.35%
PCA
2559
PL Capital Advisors
Florida
$237M +$40.7M +21% 1.65% 100% 56 21.43%
HS
2560
Huntington Steele
Pennsylvania
$237M +$15.9M +7% 4.43% 69.8% 71 11.27%
ASN
2561
Advisory Services Network
Georgia
$236M +$42.3M +22% 5.17% 105% 272 34.56%
CAM
2562
CG Asset Management
New York
$236M +$14M +6% 8.75% 62.7% 150 26.67%
GPSPJS
2563
General Pension Society PZU Joint Stock
Poland
$236M +$12M +5% 5.63% 116% 16 0%
ACH
2564
Axis Capital Holdings
$235M +$81.5M +53% 4.04% 67% 5 0%
NAMP
2565
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$235M +$16.8M +8% 5.36% 73.1% 111 12.61%
KIA
2566
King Investment Advisors
Texas
$235M +$17M +8% 6.91% 118 14.41%
EWA
2567
Exencial Wealth Advisors
Oklahoma
$235M -$4.25M -2% 5.66% 58% 156 12.18%
BHTS
2568
Bar Harbor Trust Services
Maine
$235M +$10.8M +5% 3.65% 86.4% 95 14.74%
X
2569
Xponance
Pennsylvania
$235M -$2.38M -1% 2.52% 144% 62 32.26%
CCMIC
2570
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$235M +$23M +11% 4.6% 77.8% 43 2.33%
AC
2571
Alexandria Capital
Virginia
$234M +$6.67M +3% 4.03% 66.8% 636 12.58%
HF
2572
Hoxton Financial
West Virginia
$234M -$2.4M -1% 2.88% 15.3% 348 11.78%
GFA
2573
Gallagher Fiduciary Advisors
Illinois
$234M +$16.2M +7% 7.35% 25.1% 3 0%
SWM
2574
SVA Wealth Management
Wisconsin
$234M +$22.1M +10% 3.95% 44.5% 171 11.11%
CICI
2575
Capital Investment Counsel Inc
North Carolina
$234M +$7.91M +4% 4.13% 153% 167 13.77%