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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
MAWA
2076
Moss Adams Wealth Advisors
Washington
$1.1B +$152M +16% 10.4% 71.9% 262 19.85%
RWB
2077
RMR Wealth Builders
New Jersey
$1.1B +$150M +16% 11.3% 81.6% 292 13.7%
KA
2078
Kintegral Advisory
New York
$1.1B +$106M +11% 13.5% 124% 239 1.26%
CC
2079
Casdin Capital
New York
$1.1B -$126M -10% 11.2% 370% 45 28.89%
FCP
2080
Fidelis Capital Partners
Florida
$1.1B +$157M +17% 13% 115% 465 11.83%
HCM
2081
Hengehold Capital Management
Ohio
$1.1B +$45.4M +4% 6.43% 48.1% 217 10.6%
AL
2082
Arnhold LLC
New York
$1.1B +$107M +11% 11.6% 156% 124 11.29%
NAM
2083
Nexpoint Asset Management
Texas
$1.1B -$45M -4% 7.21% 253% 112 49.11%
CCA
2084
Clearwater Capital Advisors
Illinois
$1.09B +$59.7M +6% 7.31% 44.7% 178 13.48%
MNBTD
2085
Moody National Bank Trust Division
Texas
$1.09B +$134M +14% 13.8% 112% 519 10.02%
JMFC
2086
J.M. Forbes & Co
Massachusetts
$1.09B +$60.8M +6% 12.4% 95.1% 143 4.2%
CISOA
2087
Capital Investment Services of America
Wisconsin
$1.09B +$106M +11% 13.9% 50.7% 84 8.33%
IHAM
2088
Integral Health Asset Management
New York
$1.09B +$152M +16% 11.6% 564% 100 47%
CCFCSB
2089
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B $0 0% 5.73% 189 0%
WC
2090
Woodstock Corp
Massachusetts
$1.09B +$75.7M +7% 11.5% 96.1% 159 5.66%
TF
2091
Tompkins Financial
New York
$1.09B +$42.8M +4% 7.66% 74.1% 583 9.95%
EP
2092
Eversept Partners
New York
$1.09B +$103M +10% 0.48% 321% 75 33.33%
SCM
2093
Sone Capital Management
New York
$1.08B +$112M +12% 1.13% 131 45.8%
TW
2094
TritonPoint Wealth
Maryland
$1.08B +$30.2M +3% 8.89% 361 11.08%
SFS
2095
Summit Financial Strategies
Ohio
$1.08B +$89M +9% 6.44% 57.8% 159 8.81%
TA
2096
TCM Advisors
West Virginia
$1.08B +$3.74M +0.3% 7.25% 56.1% 66 0%
BOPW
2097
Brandywine Oak Private Wealth
Pennsylvania
$1.08B +$60.4M +6% 7.99% 55.7% 240 9.17%
CNBT
2098
Canandaigua National Bank & Trust
New York
$1.08B +$76.5M +8% 7.93% 319 7.52%
TBC
2099
Tweedy, Browne Co
Connecticut
$1.08B -$49.9M -4% 6.44% 70.3% 92 36.96%
CCG
2100
Clearlake Capital Group
California
$1.08B +$86.1M +9% 9.21% 47.3% 6 0%