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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
KL
2551
KWMG LLC
Kansas
$303M +$20.6M +7% 2.42% 72.3% 109 10.09%
NCM
2552
Nelson Capital Management
California
$303M +$8.23M +3% 4.26% 121% 333 34.53%
SNT
2553
Security National Trust
West Virginia
$303M +$4.8M +2% 3.73% 58.3% 428 9.58%
ECM
2554
Exchange Capital Management
Michigan
$303M +$6.13M +2% 2.78% 57.8% 268 17.16%
WSC
2555
Wellington Shields & Co
New York
$303M +$13M +5% 6.31% 75.6% 155 15.48%
FIMG
2556
Financial & Investment Management Group
Michigan
$303M +$29M +11% 1.34% 18.9% 91 15.38%
WP
2557
WealthSource Partners
California
$302M +$8.98M +3% 3.66% 16.8% 314 15.92%
PCM
2558
Piermont Capital Management
Missouri
$302M -$47.7M -14% 6.94% 33.2% 289 31.49%
WEC
2559
Winslow Evans & Crocker
Massachusetts
$302M -$62.9M -17% 5.68% 76.2% 1,314 18.34%
KA
2560
Kovack Advisors
Florida
$301M -$15.4M -5% 3.73% 95% 437 27.23%
BCM
2561
Bowie Capital Management
Texas
$301M -$72.5M -19% 3.08% 35.8% 32 21.88%
TP
2562
Truvvo Partners
New York
$301M +$24.6M +9% 6.17% 21.1% 133 11.28%
YCM
2563
Yakira Capital Management
Connecticut
$301M -$34.4M -10% 3.43% 77.4% 147 51.02%
FWM
2564
Focused Wealth Management
New York
$300M +$32M +12% 3.94% 57.9% 788 18.91%
RC
2565
Reik & Co
New York
$300M +$225K +0.1% 0.29% 37.6% 45 0%
NGA
2566
Naples Global Advisors
Florida
$300M +$17.6M +6% 4.29% 103% 276 7.25%
KCP
2567
KDI Capital Partners
North Carolina
$299M +$5.95M +2% 3.84% 77.1% 64 18.75%
FP
2568
Flagship Pioneering
Massachusetts
$299M +$15.4M +5% 33.8% 39.2% 4 0%
PCM
2569
Palouse Capital Management
Washington
$299M +$24M +9% 3.36% 67.8% 114 17.54%
AAM
2570
Azzad Asset Management
Virginia
$299M +$20.1M +7% 5.59% 77.7% 301 8.97%
MLIM
2571
Mountain Lake Investment Management
Florida
$299M +$44.5M +18% 10.2% 79.5% 35 28.57%
PI
2572
PHH Investments
Texas
$299M +$7.74M +3% 2.87% 30.9% 76 19.74%
CHC
2573
City Holding Co
West Virginia
$299M +$14.9M +5% 4.55% 81.3% 617 11.67%
OIA
2574
Optimum Investment Advisors
Illinois
$299M +$9.63M +3% 4.62% 125% 318 13.84%
LWAC
2575
Laurel Wealth Advisors (California)
California
$298M +$16.8M +6% 3.66% 33% 355 16.9%