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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
FRM
2551
Foundation Resource Management
Arkansas
$628M +$25.4M +4% 3.76% 67.8% 54 7.41%
DCC
2552
Dow Chemical Company
Michigan
$627M -$5.98M -0.9% 8.95% 39% 6 0%
CC
2553
Cadinha & Co
Hawaii
$626M +$174M +39% 11% 123% 96 5.21%
RWA
2554
River Wealth Advisors
Pennsylvania
$626M +$67.2M +12% 12.1% 67.7% 217 12.44%
WA
2555
Wealthstar Advisors
Texas
$626M +$366M +141% 15.3% 141 30.5%
OCA
2556
Octagon Capital Advisors
New York
$625M -$25.9M -4% 42.4% 2,555% 51 56.86%
WIM
2557
WealthPlan Investment Management
Nebraska
$624M +$58.6M +10% 8.21% 62.6% 199 20.6%
PRC
2558
Pearl River Capital
Michigan
$624M -$13.2M -2% 12.6% 20.3% 662 58.61%
BEAM
2559
Baker Ellis Asset Management
Washington
$624M +$67M +12% 9.71% 89.2% 220 10%
SCA
2560
Stillwater Capital Advisors
Pennsylvania
$624M +$74.1M +13% 12.2% 121% 74 10.81%
TCM
2561
Twele Capital Management
Minnesota
$623M +$39.7M +7% 8.87% 34.9% 42 2.38%
MGAM
2562
McGowan Group Asset Management
Texas
$623M -$10.8M -2% 4.11% 51.9% 140 13.57%
TIM
2563
Thompson Investment Management
Wisconsin
$622M +$58.9M +10% 11.8% 83.5% 446 10.31%
SFM
2564
Sphera Funds Management
Israel
$621M +$72.3M +13% 30.5% 218% 112 38.39%
NEAM
2565
New England Asset Management
Connecticut
$621M +$11.6M +2% 10.7% 48.5% 121 13.22%
BPIH
2566
Broad Peak Investment Holdings
Singapore
$621M -$195M -24% 7.17% 52.2% 22 13.64%
CHC
2567
City Holding Co
West Virginia
$620M +$59M +11% 10.8% 81.3% 527 10.25%
NRG
2568
Nemes Rush Group
Michigan
$620M +$68.5M +12% 12.9% 95.6% 704 12.36%
IWS
2569
Insight Wealth Strategies
California
$619M +$101M +20% 7.52% 79.5% 155 9.03%
NRA
2570
NSI Retail Advisors
Pennsylvania
$619M +$147M +31% 10.6% 26.2% 51 29.41%
IDA
2571
Intelligence Driven Advisers
California
$619M +$55.6M +10% 8.93% 43.8% 105 32.38%
HIC
2572
Hartline Investment Corp
Illinois
$618M +$61.7M +11% 15% 201% 112 9.82%
TIP
2573
Torray Investment Partners
Maryland
$618M +$51.1M +9% 12% 75.2% 97 6.19%
AAM
2574
Auxier Asset Management
Oregon
$618M +$32M +5% 8.28% 58.4% 174 5.17%
WC
2575
Waterloo Capital
Texas
$618M +$277M +81% 9.72% 79.8% 397 60.96%