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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
IA
2701
Independence Advisors
Pennsylvania
$313M +$9.69M +3% 1.52% 24.4% 81 7.41%
AWA
2702
Alaska Wealth Advisors
Alaska
$313M +$24.3M +8% 0.6% 44.3% 54 18.52%
MBT
2703
Montecito Bank & Trust
California
$312M +$6.85M +2% 1.81% 204 14.22%
RCM
2704
Rockshelter Capital Management
Pennsylvania
$312M +$4.33M +1% 2.56% 31.2% 37 5.41%
LWM
2705
Lenox Wealth Management
Ohio
$311M +$721K +0.2% 0.35% 24.7% 639 29.26%
MCWS
2706
McKinley Carter Wealth Services
West Virginia
$311M +$4.75M +2% 3.92% 57.4% 441 64.4%
HA
2707
Harbor Advisors
Florida
$311M +$13.6M +5% 4.87% 125% 184 13.59%
AAMA
2708
Advanced Asset Management Advisors
Ohio
$310M +$8.88M +3% 2.96% 82.5% 142 25.35%
NA
2709
NextCapital Advisers
Illinois
$310M +$119M +63% 1.25% 6.89% 15 0%
VHMC
2710
Value Holdings Management Company
New York
$310M +$8.95M +3% 3.88% 125% 35 17.14%
WA
2711
Wealth Architects
California
$309M +$6.99M +2% 3.66% 80.1% 133 6.77%
DCM
2712
Divisar Capital Management
California
$309M +$15.7M +5% 8.57% 194% 30 13.33%
RMPT
2713
Raytheon Master Pension Trust
Massachusetts
$308M +$7.1M +2% 2.44% 36.3% 5 0%
RI
2714
RWWM Inc
California
$308M +$15M +5% 0.78% 40.6% 12 8.33%
VIMU
2715
Veritas Investment Management (UK)
United Kingdom
$308M +$13.2M +4% 3.86% 151% 40 12.5%
ACM
2716
Accipiter Capital Management
Florida
$308M +$260M +550% 8.64% 55.9% 9 66.67%
AUB
2717
Atlantic Union Bankshares
Virginia
$307M -$15.8M -5% 0.37% 78.9% 135 8.15%
PCMK
2718
Paragon Capital Management (Kansas)
Kansas
$307M +$29.4M +11% 3.02% 87.5% 66 3.03%
AFIA
2719
America First Investment Advisors
Nebraska
$307M +$36.9M +14% 3.84% 78.2% 106 7.55%
GKFF
2720
George Kaiser Family Foundation
Oklahoma
$307M -$13.2M -4% 3.51% 106% 19 15.79%
GAM
2721
GVO Asset Management
Switzerland
$307M -$98.3M -24% 8.89% 71.2% 28 42.86%
AIA
2722
Arrow Investment Advisors
Maryland
$306M -$34.1M -10% 3.78% 36.3% 102 51.96%
JCM
2723
JS Capital Management
New York
$306M +$30.6M +11% 10.9% 52.4% 31 35.48%
GP
2724
Greenline Partners
New York
$305M +$4.24M +1% 2.82% 69.6% 68 11.76%
HWA
2725
HCR Wealth Advisors
California
$305M +$16.4M +6% 3.1% 91% 177 8.47%