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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
TI
1901
Trigran Investments
Illinois
$906M -$718K -0.1% 20
EWM
1902
Executive Wealth Management
Michigan
$906M -$6.13M -0.7% 197
PTC
1903
Petrus Trust Company
Texas
$903M -$43.9M -5% 114
PA
1904
PFG Advisors
Arizona
$902M +$29.8M +3% 521
TTWM
1905
TCV Trust & Wealth Management
Virginia
$902M -$13.6M -1% 199
SWA
1906
SFMG Wealth Advisors
Texas
$901M +$1.27M +0.1% 277
BWP
1907
Baldwin Wealth Partners
Massachusetts
$901M -$14M -2% 685
NCM
1908
Novare Capital Management
North Carolina
$901M +$6.04M +0.7% 165
GACM
1909
Global Alpha Capital Management
Quebec, Canada
$900M -$22M -2% 36
ML
1910
McAdam LLC
Pennsylvania
$900M +$18.9M +2% 184
CFFNO
1911
Common Fund For Nonprofit Organizations
Connecticut
$900M -$80M -8% 11
EWM
1912
Endurance Wealth Management
Rhode Island
$899M -$2.56M -0.3% 666
ERIM
1913
Eagle Ridge Investment Management
Connecticut
$898M +$35.9M +4% 149
CAAS
1914
Capital Asset Advisory Services
Michigan
$898M -$13.5M -1% 761
WDA
1915
Wendell David Associates
New Hampshire
$897M +$3.6M +0.4% 157
AAIM
1916
Asset Advisors Investment Management
Georgia
$897M -$7.16M -0.8% 100
TA
1917
TruWealth Advisors
Louisiana
$897M +$44M +5% 121
STT
1918
Singapore Technologies Telemedia
Singapore
$896M -$346M -28% 1
WB
1919
Webster Bank
Connecticut
$895M -$18.5M -2% 560
NI
1920
NYL Investors
New York
$895M +$41.2M +5% 36
MPMG
1921
Minneapolis Portfolio Management Group
Minnesota
$895M -$67.1M -7% 32
CW
1922
Connectus Wealth
Ohio
$894M +$3.38M +0.4% 33
DBT
1923
Dubuque Bank & Trust
Iowa
$894M -$6.25M -0.7% 289
CCP
1924
Cardan Capital Partners
Colorado
$893M -$5.83M -0.6% 259
OFM
1925
Omega Fund Management
Massachusetts
$891M +$7.78M +0.9% 26