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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
NIM
1676
NXG Investment Management
Texas
$976M -$140M -13% 10.4% 114% 103 20.39%
AIM
1677
Avity Investment Management
Connecticut
$974M -$167M -15% 12.2% 104% 94 12.77%
PTC
1678
Philadelphia Trust Company
Pennsylvania
$974M -$293M -23% 13.2% 141% 254 20.08%
AWG
1679
Alpha Wave Global
New York
$973M -$137M -12% 4.17% 219% 143 23.78%
SBWIC
1680
Schaper Benz & Wise Investment Counsel
Wisconsin
$972M -$188M -16% 14.6% 83.4% 153 7.84%
MIAS
1681
Mason Investment Advisory Services
Virginia
$971M -$188M -16% 13.3% 48.2% 101 20.79%
BCM
1682
Beryl Capital Management
California
$968M -$682M -41% 13.1% 5,124% 288 93.4%
PM
1683
Pembroke Management
Quebec, Canada
$967M -$229M -19% 14.6% 94.8% 72 16.67%
SFG
1684
Sather Financial Group
Texas
$964M -$193M -17% 15.6% 61.5% 98 15.31%
RA
1685
Resolute Advisors
California
$963M -$1.4B -59% 54.6% 38.3% 139 10.79%
NP
1686
NorthRock Partners
Minnesota
$962M -$150M -13% 15.4% 55.4% 359 21.45%
FLII
1687
First Long Island Investors
New York
$962M -$214M -18% 13.2% 65.5% 65 18.46%
TCA
1688
Transcend Capital Advisors
New Jersey
$961M -$157M -14% 13.4% 61.2% 555 17.66%
RIA
1689
Regal Investment Advisors
Michigan
$961M -$129M -12% 12.3% 53.9% 570 20.35%
H
1690
HoyleCohen
California
$960M -$207M -18% 15.8% 46.1% 285 12.63%
LFCM
1691
Long Focus Capital Management
Puerto Rico
$954M +$176M +23% 19.1% 112% 122 21.31%
BCM
1692
Basso Capital Management
Connecticut
$953M -$88.4M -8% 0.07% 69.5% 732 23.09%
FWP
1693
FAS Wealth Partners
Kansas
$950M -$113M -11% 13.7% 58% 417 11.27%
CGA
1694
Crescent Grove Advisors
Illinois
$950M -$71.4M -7% 13.3% 51.2% 305 19.67%
YIA
1695
YHB Investment Advisors
Connecticut
$948M -$184M -16% 14.4% 85.7% 306 11.76%
MA
1696
MCF Advisors
Kentucky
$948M -$117M -11% 12.5% 41.5% 829 7.24%
JWA
1697
JFS Wealth Advisors
Pennsylvania
$947M -$112M -11% 12.6% 54.8% 2,022 7.47%
P
1698
Pitcairn
Pennsylvania
$946M -$202M -18% 14.2% 111% 633 13.59%
ML
1699
McAdam LLC
Pennsylvania
$946M -$112M -11% 13.5% 46.3% 241 19.92%
CNAM
1700
Campbell Newman Asset Management
Wisconsin
$946M -$92.6M -9% 11.9% 108% 117 5.98%