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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
AAIM
1851
American Assets Investment Management
California
$624M -$2.46M -0.4% 1.33% 413% 184 5.43%
MIAS
1852
Mason Investment Advisory Services
Virginia
$624M +$22.8M +4% 0.49% 48.2% 87 6.9%
CAMG
1853
CWA Asset Management Group
Florida
$623M +$39.8M +7% 1.29% 254 18.9%
MTC
1854
McDaniel Terry & Co
Texas
$623M +$19.8M +3% 2.02% 52.9% 82 21.95%
NCGI
1855
Next Century Growth Investors
Minnesota
$621M -$181M -23% 0.8% 306% 143 20.98%
DAC
1856
Dividend Assets Capital
South Carolina
$621M -$10.4M -2% 0.92% 56.9% 192 7.29%
CM
1857
Crestline Management
Texas
$621M -$122M -16% 13.5% 52.5% 126 72.22%
RCM
1858
Raging Capital Management
New Jersey
$620M +$28.5M +5% 0.05% 6.41% 54 37.04%
CI
1859
CX Institutional
Indiana
$619M -$11.3M -2% 1.6% 56.8% 1,000 27.1%
BAM
1860
Belpointe Asset Management
Nevada
$618M +$110M +22% 1.03% 66.7% 724 23.34%
SOAMC
1861
Spirit of America Management Corp
New York
$618M -$47.5M -7% 0.67% 110% 244 1.23%
CC
1862
Cadinha & Co
Hawaii
$618M +$64.9M +12% 3.32% 122% 122 9.84%
ECAU
1863
Everett Capital Advisors (UK)
United Kingdom
$618M -$216M -26% 0.16% 30.7% 41 46.34%
ECM
1864
Everence Capital Management
Indiana
$617M +$12.2M +2% 2.49% 80.4% 677 9.16%
DBT
1865
Dubuque Bank & Trust
Iowa
$617M -$2.69M -0.4% 2.13% 24% 182 10.99%
VAS
1866
Vestmark Advisory Solutions
Massachusetts
$617M +$32.4M +6% 1.77% 60.7% 591 15.57%
JC
1867
Jacobs & Co
California
$617M -$2.92M -0.5% 2.62% 92.2% 139 5.04%
ALAM
1868
Asahi Life Asset Management
Japan
$616M +$116M +23% 1.63% 98.6% 291 47.77%
AOWM
1869
Alpha Omega Wealth Management
Virginia
$616M +$381M +162% 6.81% 60.7% 665 71.73%
RWM
1870
Ritholtz Wealth Management
New York
$616M +$30.3M +5% 0.36% 75.8% 149 8.72%
AEPI
1871
AH Equity Partners III
California
$616M -$376M -38% 37.3% 42.6% 3 0%
WSCM
1872
Wellington Shields Capital Management
New York
$615M +$11.1M +2% 1.36% 80.5% 296 16.22%
MA
1873
MCF Advisors
Kentucky
$614M +$9.61M +2% 0.7% 41.5% 475 5.68%
AAA
1874
Adams Asset Advisors
Texas
$614M -$33.6M -5% 6.09% 63.2% 111 27.03%
CFIA
1875
Cantor Fitzgerald Investment Advisors
New York
$614M -$25.6M -4% 0.28% 58 12.07%