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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
SCM
1926
Soleus Capital Management
Connecticut
$999M +$357M +56% 5.31% 436% 94 52.13%
MTC
1927
McDaniel Terry & Co
Texas
$998M +$141M +16% 12.6% 52.9% 98 10.2%
MM
1928
Main Management
California
$998M +$68.6M +7% 6.46% 51.3% 155 21.94%
SFG
1929
StrategIQ Financial Group
Indiana
$998M +$495M +98% 7.85% 12.6% 300 28%
IWP
1930
Icon Wealth Partners
Texas
$997M +$50.2M +5% 9.43% 355 14.37%
PCM
1931
Penn Capital Management
Pennsylvania
$997M +$5.97M +0.6% 2.85% 116% 202 5.45%
AIC
1932
AWM Investment Company
New York
$997M -$22.1M -2% 6.34% 488% 128 14.84%
BHB
1933
Bank Hapoalim BM
Israel
$996M +$39.5M +4% 7.42% 58.6% 259 15.83%
SCA
1934
Summit Creek Advisors
Minnesota
$996M +$50.3M +5% 6.67% 47.8% 78 6.41%
MAM
1935
Meeder Asset Management
Ohio
$995M -$912M -48% 5.77% 121% 2,761 60.96%
AAM
1936
Autus Asset Management
Arizona
$994M +$79.5M +9% 8.96% 26.3% 180 6.11%
KF
1937
Krilogy Financial
Missouri
$992M -$9.88M -1% 7.21% 71.9% 287 10.1%
AAIM
1938
Asset Advisors Investment Management
Georgia
$992M +$95.7M +11% 13.7% 58.7% 98 11.22%
MAM
1939
Montanaro Asset Management
United Kingdom
$991M +$162M +19% 12.4% 37.4% 48 2.08%
FFBTD
1940
First Financial Bank - Trust Division
Ohio
$989M +$76.7M +8% 9.55% 62.6% 183 3.83%
WDA
1941
Wendell David Associates
New Hampshire
$988M +$91.5M +10% 14.3% 46% 156 2.56%
DAL
1942
Delta Accumulation LLC
California
$988M 6.2% 56.3% 154
TA
1943
TruWealth Advisors
Louisiana
$988M +$91.1M +10% 6.4% 56.3% 128 11.72%
NCM
1944
Novare Capital Management
North Carolina
$986M +$85.4M +9% 9.19% 65.7% 169 17.16%
SRFM
1945
Shannon River Fund Management
New York
$986M -$432M -30% 0.84% 337% 69 52.17%
WCM
1946
Woodson Capital Management
Connecticut
$986M -$463M -32% 2.22% 195% 50 48%
MFS
1947
Mirabella Financial Services
United Kingdom
$986M +$224M +29% 7.71% 81.2% 674 80.71%
HI
1948
Handelsinvest Investeringsforvaltning
Denmark
$985M +$68M +7% 6.08% 37.9% 123 11.38%
NIM
1949
Nexus Investment Management
Ontario, Canada
$983M +$57.3M +6% 9.6% 77.5% 66 3.03%
CA
1950
CapWealth Advisors
Tennessee
$983M +$69.9M +8% 7.03% 143% 123 11.38%