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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
CTC
1876
Chai Trust Company
Illinois
$714M -$68.7M -9% 8.07% 12.7% 22 0%
RA
1877
RFG Advisory
Alabama
$713M +$69.6M +11% 6.25% 52.3% 428 14.02%
MM
1878
Main Management
California
$712M +$80M +13% 7.66% 64.1% 133 14.29%
PNAA
1879
Pictet North America Advisors
Switzerland
$711M +$13.3M +2% 8.31% 65.9% 127 6.3%
NCM
1880
Novare Capital Management
North Carolina
$710M +$41.2M +6% 7.3% 76.5% 140 10.71%
VWA
1881
Visionary Wealth Advisors
Illinois
$710M +$53.1M +8% 6.87% 69.4% 271 22.51%
JHP
1882
James Hambro & Partners
United Kingdom
$709M +$63M +10% 8.49% 79.2% 62 19.35%
AOWM
1883
Alpha Omega Wealth Management
Virginia
$709M +$50.8M +8% 6.49% 60.7% 204 8.82%
BCH
1884
Berkshire Capital Holdings
California
$707M +$156M +28% 39.5% 2,748% 71 16.9%
CIC
1885
Cornercap Investment Counsel
Georgia
$707M +$87.9M +14% 3.51% 55.4% 566 38.16%
MTC
1886
McDaniel Terry & Co
Texas
$707M +$50.1M +8% 11.3% 57.9% 83 6.02%
VC
1887
Vestor Capital
Illinois
$706M 12.2% 186% 133
BFIM
1888
Beese Fulmer Investment Management
Ohio
$706M +$27.5M +4% 9.66% 113% 609 68.47%
GIM
1889
Grassi Investment Management
California
$706M +$11.8M +2% 9.25% 170% 136 10.29%
TCP
1890
ThornTree Capital Partners
Massachusetts
$705M +$71.8M +11% 26.8% 217% 32 34.38%
VC
1891
Vicus Capital
Pennsylvania
$705M +$46.8M +7% 5.55% 59.6% 224 14.73%
ZB
1892
Zions Bancorporation
Utah
$704M +$16.1M +2% 7.34% 22.9% 1,076 13.85%
IL
1893
Investure LLC
Virginia
$702M +$128M +22% 7.09% 55.4% 13 0%
LF
1894
Lannebo Fonder
Sweden
$702M +$114M +19% 10.9% 49.8% 39 5.13%
NWM
1895
Nicola Wealth Management
British Columbia, Canada
$702M -$20.3M -3% 8.53% 56.1% 123 17.07%
MYIA
1896
Mount Yale Investment Advisors
Colorado
$702M +$144M +26% 10.3% 81.9% 387 23.77%
SC
1897
Strategy Capital
California
$702M +$81.5M +13% 24.6% 316% 8 12.5%
AWM
1898
Avior Wealth Management
Nebraska
$701M +$62.4M +10% 7.93% 66% 1,063 12.04%
ECG
1899
EPIQ Capital Group
California
$699M +$105M +18% 17.7% 6.25% 48 14.58%
EIM
1900
Essex Investment Management
Massachusetts
$699M +$88.7M +15% 27.9% 372% 519 26.4%