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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
KI
2576
Koch Industries
Kansas
$662M -$226M -25% 24.3% 56.9% 8 12.5%
EWM
2577
Evermay Wealth Management
Virginia
$662M +$121M +22% 7.61% 56.2% 741 26.32%
AWA
2578
Alaska Wealth Advisors
Alaska
$662M +$61.2M +10% 4.83% 30.7% 141 24.11%
VNA
2579
Valley National Advisers
Pennsylvania
$662M +$31.6M +5% 7.32% 79% 1,311 17.09%
CF
2580
Clarity Financial
Texas
$661M +$84.5M +15% 7.68% 56.8% 132 24.24%
TIM
2581
Thompson Investment Management
Wisconsin
$661M +$39.7M +6% 7.1% 83.5% 537 21.6%
CL
2582
CIM LLC
New York
$661M +$18.8M +3% 16.7% 92.1% 156 5.13%
SNB
2583
Security National Bank
Nebraska
$661M +$218M +49% 15.3% 113% 328 20.12%
HWA
2584
HCR Wealth Advisors
California
$659M +$26.3M +4% 7.98% 91% 232 15.52%
PIA
2585
Perennial Investment Advisors
California
$659M +$55.3M +9% 10.5% 68.4% 385 18.44%
NOCM
2586
Night Owl Capital Management
Connecticut
$659M +$259M +65% 19% 150% 30 20%
FCP
2587
Fidelis Capital Partners
Florida
$659M +$206M +46% 11.9% 98.3% 391 18.93%
AWM
2588
Avitas Wealth Management
California
$658M +$60.3M +10% 13% 56.2% 209 8.13%
AAM
2589
Auxier Asset Management
Oregon
$657M +$39.3M +6% 8.69% 58.4% 176 3.98%
PCP
2590
Polunin Capital Partners
United Kingdom
$657M +$123M +23% 7.18% 252% 30 30%
SPC
2591
Spirepoint Private Client
Florida
$657M 5.85% 201
NAM
2592
NTV Asset Management
West Virginia
$656M +$62.5M +11% 10.4% 82% 256 6.64%
GGH
2593
GCM Grosvenor Holdings
Illinois
$656M +$90M +16% 35% 87.6% 23 30.43%
HCA
2594
Heck Capital Advisors
Wisconsin
$656M +$43.1M +7% 5.21% 59.4% 205 10.24%
WIM
2595
WealthPlan Investment Management
Nebraska
$655M +$31.1M +5% 5.4% 62.6% 206 19.9%
WAM
2596
WNY Asset Management
New York
$655M +$63.6M +11% 6.24% 239 11.72%
PIS
2597
PPSC Investment Service
Japan
$655M +$127M +24% 18.6% 161% 4 0%
MFT
2598
Moisand Fitzgerald Tamayo
Florida
$654M +$75.6M +13% 5.23% 48.1% 665 15.04%
SOS
2599
Silver Oak Securities
Tennessee
$653M -$91.5M -12% 7.66% 54.6% 554 24.55%
HFCIV
2600
H&F Corporate Investors VIII
California
$653M -$152M -19% 14.1% 50.7% 2 0%