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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
WFC
2726
West Face Capital
Ontario, Canada
$205M -$36.1M -15% 7.01% 10.9% 5 0%
FIM
2727
Friedberg Investment Management
Texas
$205M -$4.38M -2% 4.49% 44.8% 96 16.67%
CWM
2728
Confluence Wealth Management
Oregon
$205M +$20.1M +11% 4.21% 31.9% 135 19.26%
AC
2729
Alley Company
Illinois
$205M +$10.9M +6% 5.78% 88.2% 80 5%
AWE
2730
Avidian Wealth Enterprises
Texas
$205M +$44.9M +28% 4.88% 63.7% 52 40.38%
ANRIA
2731
American National Registered Investment Advisor
Texas
$205M +$13M +7% 6.72% 95.8% 255 11.76%
CRM
2732
Capital Returns Management
New York
$205M -$32.9M -14% 4.02% 4.39% 24 25%
SCC
2733
Second Curve Capital
Pennsylvania
$205M -$17M -8% 2.02% 160% 23 8.7%
DOA
2734
D'Orazio & Associates
Virginia
$205M +$7.5M +4% 3.32% 51.7% 342 33.92%
SHWM
2735
Smith & Howard Wealth Management
Georgia
$205M -$2.99M -1% 3.94% 33.6% 69 27.54%
BREA
2736
Barings Real Estate Advisers
Connecticut
$205M +$22.2M +12% 7.39% 49.6% 36 22.22%
DAM
2737
Doheny Asset Management
California
$205M +$11.7M +6% 7.76% 121% 114 8.77%
OSNBOA
2738
Old Second National Bank of Aurora
Illinois
$204M +$5.63M +3% 6.7% 89.5% 349 8.02%
CFSG
2739
Community Financial Services Group
Vermont
$204M +$2.77M +1% 7.48% 282 76.95%
SCM
2740
Stonerise Capital Management
California
$204M -$22.2M -10% 7.56% 0.77% 13 46.15%
MC
2741
Muzinich & Co
New York
$204M +$1.28M +0.6% 1.3% 6.67% 36 2.78%
HPCM
2742
High Pointe Capital Management
Illinois
$204M -$9.26M -4% 6.35% 92.4% 192 28.65%
PAM
2743
Peak Asset Management
Colorado
$204M +$16.1M +9% 5.6% 58.1% 135 25.19%
KIA
2744
Kopp Investment Advisors
Minnesota
$203M +$17.5M +9% 19.3% 109% 70 12.86%
NI
2745
NFC Investments
Tennessee
$203M -$8.76M -4% 1.23% 40 5%
CYG
2746
Clean Yield Group
Vermont
$203M -$9.37M -4% 5.12% 44.8% 131 11.45%
WCMN
2747
Westchester Capital Management (Nebraska)
Nebraska
$203M +$15.8M +8% 8.74% 107% 35 2.86%
RAM
2748
Riggs Asset Management
Pennsylvania
$203M +$40.4M +25% 6.17% 163% 296 13.85%
WA
2749
Wealth Architects
California
$202M +$16M +9% 5.69% 80.1% 133 20.3%
GA
2750
Giralda Advisors
New York
$202M -$16.6M -8% 5.52% 36.8% 19 26.32%