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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
IWA
2776
IBEX Wealth Advisors
New Jersey
$522M -$42.6M -8% 1.6% 221% 210 27.14%
VNA
2777
Valley National Advisers
Pennsylvania
$522M -$19.9M -4% 3.43% 79% 1,023 9.58%
TIM
2778
Total Investment Management
Arizona
$522M -$83.8M -14% 4.37% 29.5% 79 16.46%
MCM
2779
Mengis Capital Management
Oregon
$522M -$10.9M -2% 0.19% 91.8% 188 6.91%
FAM
2780
Formidable Asset Management
Ohio
$522M +$471K +0.1% 2.8% 52.2% 371 18.6%
IC
2781
Intersect Capital
California
$521M -$21.2M -4% 3.26% 57.2% 475 17.89%
IGM
2782
Incline Global Management
New York
$520M +$45.9M +10% 10.4% 13.6% 25 20%
NB
2783
Northwest Bancshares
Pennsylvania
$520M +$11.3M +2% 1.42% 61.3% 225 15.56%
CAM
2784
Claret Asset Management
Quebec, Canada
$520M -$20.8M -4% 2.45% 73.3% 179 17.88%
VCM
2785
V3 Capital Management
Texas
$518M -$175M -25% 3.75% 20.5% 16 43.75%
SPM
2786
Sycamore Partners Management
New York
$518M -$296M -36% 37.7% 58% 2 50%
CCG
2787
Chatham Capital Group
Georgia
$517M -$36.8M -7% 3.68% 89.9% 198 13.13%
ANB
2788
Amarillo National Bank
Texas
$517M +$5.83M +1% 4.34% 56.3% 108 5.56%
LOPW
2789
Live Oak Private Wealth
North Carolina
$517M -$17.8M -3% 1.69% 65% 183 12.02%
FA
2790
Faithward Advisors
Pennsylvania
$516M -$10.9M -2% 3.81% 86.7% 305 18.03%
SM
2791
SB Management
United Arab Emirates
$516M -$496M -49% 22.6% 26 23.08%
CCT
2792
Chemung Canal Trust
New York
$516M -$38M -7% 0.54% 80.9% 127 7.09%
MSAM
2793
Moloney Securities Asset Management
Missouri
$515M -$73.5M -12% 2.5% 86% 489 21.88%
FAG
2794
Financial Advisory Group
Texas
$515M +$7.35M +1% 3.82% 20.6% 101 9.9%
LA
2795
Legacy Advisors
Pennsylvania
$515M +$242M +89% 5.54% 87.4% 225 45.33%
HSA
2796
Hussman Strategic Advisors
Maryland
$515M +$59.2M +13% 1.12% 35.4% 359 18.66%
BWA
2797
BlueSky Wealth Advisors
North Carolina
$515M -$25M -5% 5.23% 42.9% 70 8.57%
TFCP
2798
Twin Focus Capital Partners
Massachusetts
$515M +$14.9M +3% 3.41% 92.5% 242 12.4%
FFWA
2799
FRG Family Wealth Advisors
Washington
$514M -$21.9M -4% 3.02% 76.4% 148 5.41%
MCMU
2800
MIC Capital Management (UK)
United Kingdom
$514M -$8.93M -2% 17.3% 37.8% 27 29.63%