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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
ANB
2701
Amarillo National Bank
Texas
$497M +$65.9M +15% 5.4% 56.3% 100 6%
FMAEN1
2702
Fund Management at Engine No 1
California
$497M +$88.7M +22% 10.6% 409 11.25%
IHAM
2703
Integral Health Asset Management
New York
$496M +$20M +4% 7.36% 564% 92 56.52%
HVM
2704
Harvest Volatility Management
Connecticut
$496M +$706K +0.1% 22.9% 24.3% 134 2.99%
CI
2705
CPMG Inc
Texas
$496M +$97.5M +24% 64.6% 878% 5 20%
EWM
2706
Evermay Wealth Management
Virginia
$496M +$4.38M +0.9% 5.05% 56.2% 592 13.51%
MAP
2707
Moody Aldrich Partners
Massachusetts
$495M +$1.95M +0.4% 8.36% 336% 182 29.67%
FAG
2708
Financial Advisory Group
Texas
$495M +$24.2M +5% 7.12% 20.6% 95 15.79%
B
2709
Bensler
Washington
$495M +$45.4M +10% 8.24% 106% 164 12.8%
9WM
2710
9258 Wealth Management
Ohio
$495M +$33M +7% 7.53% 49.6% 339 9.44%
AGA
2711
Arkos Global Advisors
Texas
$495M +$103M +26% 3.88% 43.6% 100 15%
TFO
2712
Tarbox Family Office
California
$495M +$38.7M +8% 5.23% 60.5% 101 7.92%
KJHP
2713
K.J. Harrison & Partners
Ontario, Canada
$495M -$16.7M -3% 9.34% 140% 277 28.88%
CCM
2714
Cohen Capital Management
California
$495M +$3.07M +0.6% 5.06% 83.9% 140 4.29%
BIA
2715
Biondo Investment Advisors
Pennsylvania
$495M +$45.7M +10% 10.4% 83.4% 80 13.75%
IVGAI
2716
Index Venture Growth Associates III
Jersey
$494M +$76.3M +18% 46.2% 740% 3 0%
PP
2717
Passaic Partners
New Jersey
$494M +$15.8M +3% 6.57% 53.2% 8 12.5%
FWM
2718
Focused Wealth Management
New York
$494M +$2.3M +0.5% 7.37% 73.9% 1,173 18.24%
SA
2719
Strategic Advisors
New York
$494M +$44.9M +10% 9.91% 87.3% 213 13.62%
PFGIA
2720
Patriot Financial Group Insurance Agency
Massachusetts
$493M -$251M -34% 6.88% 87% 496 19.96%
CNB
2721
Camden National Bank
Maine
$493M +$13.7M +3% 4.24% 48.8% 127 10.24%
CC
2722
Crosslink Capital
California
$493M +$77.9M +19% 30.2% 135% 20 25%
ECM
2723
Exchange Capital Management
Michigan
$492M +$36.4M +8% 6.4% 57.8% 171 7.02%
NEPWA
2724
New England Private Wealth Advisors
Massachusetts
$492M +$20.2M +4% 3.19% 51.3% 112 10.71%
GHAM
2725
Gilman Hill Asset Management
Connecticut
$492M +$4.29M +0.9% 3.94% 50.7% 220 11.82%