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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
HWMA
3451
Heritage Wealth Management (Arizona)
Arizona
$370M 5.76% 1,006
ANI
3452
American National Insurance
Texas
$370M -$81.5M -18% 1.96% 97.8% 274 8.39%
NC
3453
NinePointTwo Capital
California
$370M +$59.2M +19% 3.68% 1.62% 263 43.73%
SAMH
3454
Shanda Asset Management Holdings
British Virgin Islands
$370M -$379M -51% 66.1% 125% 36 100%
WAOTB
3455
Wealth Advisors of Tampa Bay
Florida
$369M -$38.2M -9% 3.36% 86.2% 116 11.21%
BWM
3456
Buckley Wealth Management
Nevada
$369M +$26.9M +8% 1.53% 88% 164 28.66%
AL
3457
AIP LLC
New York
$369M -$20.7M -5% 5.3% 54.9% 1 0%
MVM
3458
Medicxi Ventures Management
Jersey
$369M -$30.4M -8% 8.61% 505% 7 0%
TI
3459
tru Independence
Oregon
$369M +$2.32M +0.6% 0.38% 55.7% 222 17.12%
HI
3460
Hoey Investments
Pennsylvania
$369M -$23M -6% 5.01% 200% 287 21.6%
EL
3461
Essex LLC
Illinois
$369M -$4.89M -1% 2.38% 89.1% 176 8.52%
BPCA
3462
Bank Pictet & Cie (Asia)
Singapore
$369M -$54.3M -13% 8.48% 30.4% 99 6.06%
TGI
3463
TRV GP III
Massachusetts
$369M -$31.1M -8% 22.6% 170% 7 0%
MFS
3464
McNamara Financial Services
Massachusetts
$368M -$14.6M -4% 5.28% 42.6% 63 11.11%
IIC
3465
Integrated Investment Consultants
Michigan
$368M -$6.63M -2% 4.23% 70.2% 321 16.82%
AWC
3466
Abundance Wealth Counselors
Pennsylvania
$368M -$22M -6% 4.14% 94.7% 156 30.13%
GA
3467
Gateway Advisory
New Jersey
$368M -$101M -22% 1.26% 26% 123 37.4%
AAM
3468
AO Asset Management
New York
$368M -$660M -64% 11.7% 127% 58 43.1%
PRA
3469
Pine Ridge Advisers
New York
$368M +$3.27M +0.9% 5.73% 90.1% 25 4%
CC
3470
Covalis Capital
United Kingdom
$367M +$93.4M +34% 6.39% 37.9% 112 54.46%
SAS
3471
Sanford Advisory Services
Michigan
$367M -$76.8M -17% 4.14% 119 12.61%
CWS
3472
Cypress Wealth Services
California
$367M +$1.54M +0.4% 3.9% 71.8% 257 16.34%
PTB
3473
Pioneer Trust Bank
Oregon
$367M -$18.3M -5% 4% 61.4% 75 6.67%
KFBMI
3474
Kentucky Farm Bureau Mutual Insurance
Kentucky
$366M -$22.6M -6% 3.36% 83.3% 79 2.53%
MKA
3475
M. Kulyk & Associates
Georgia
$366M -$20.3M -5% 5.97% 63.3% 109 12.84%