We are live on ! Find out more

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
IWA
2726
IBEX Wealth Advisors
New Jersey
$519M +$19.2M +4% 0.15% 221% 450 62%
BEAM
2727
Baker Ellis Asset Management
Washington
$519M +$8.69M +2% 0.21% 89.2% 207 8.21%
CNB
2728
Camden National Bank
Maine
$519M -$10.6M -2% 1.17% 48.8% 157 12.1%
BCM
2729
Barometer Capital Management
Ontario, Canada
$518M -$4.36M -0.8% 5.25% 311% 165 44.85%
SFP
2730
Shepherd Financial Partners
Massachusetts
$518M -$7.91M -2% 0.19% 62.3% 155 9.68%
WAM
2731
Winslow Asset Management
Ohio
$518M -$18.4M -3% 0.25% 83.3% 91 10.99%
PRS
2732
Pinkerton Retirement Specialists
Idaho
$517M -$1.99M -0.4% 0.51% 82.9% 105 15.24%
DF
2733
Donoghue Forlines
Massachusetts
$516M -$18.8M -4% 0.19% 121% 250 41.2%
EWM
2734
Evermay Wealth Management
Virginia
$516M -$23.6M -4% 0.48% 56.2% 553 21.7%
ECM
2735
Exchange Capital Management
Michigan
$516M -$5.2M -1% 0.52% 57.8% 167 3.59%
HCL
2736
Heard Capital LLC
Illinois
$516M +$74.4M +17% 5.16% 97.6% 54 46.3%
FA
2737
Faithward Advisors
Pennsylvania
$516M +$10.9M +2% 0.89% 86.7% 297 16.84%
WA
2738
Wealth Architects
California
$515M +$4.86M +1% 0.89% 80.1% 199 12.56%
GFA
2739
Gifford Fong Associates
California
$515M +$357K +0.1% 0.3% 180% 136 0.74%
MBT
2740
Montecito Bank & Trust
California
$515M -$6.54M -1% 0.37% 263 6.84%
CCP
2741
Corbin Capital Partners
New York
$515M +$31.9M +7% 0.74% 87.7% 107 31.78%
TS
2742
Third Security
Virginia
$515M -$194M -27% 22.5% 28.2% 11 0%
JFGLC
2743
Johnson Financial Group LLC (Colorado)
Colorado
$514M -$897K -0.2% 0.84% 45.4% 83 12.05%
SAF
2744
Smith Anglin Financial
Texas
$513M -$6.44M -1% 1.74% 52.8% 151 15.89%
VM
2745
VPR Management
Texas
$513M -$37.1M -7% 6.13% 60.8% 28 0%
EWM
2746
Edge Wealth Management
New York
$513M +$21.4M +4% 0.11% 61.6% 558 24.91%
FFIC
2747
First Fiduciary Investment Counsel
Ohio
$513M -$9.7M -2% 0.3% 48.1% 67 4.48%
NCM
2748
Noesis Capital Mangement
Florida
$512M +$22.8M +5% 0.77% 86.8% 136 16.18%
APGDR
2749
Absoluto Partners Gestao de Recursos
Brazil
$512M -$275M -35% 1.4% 174% 30 26.67%
HCM
2750
Hahn Capital Management
California
$512M -$15.8M -3% 0.99% 53.6% 34 2.94%