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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
AHSW
2226
Adventist Health System West
California
$642M +$36.8M +6% 13.8% 49% 5 20%
NIA
2227
Northstar Investment Advisors
Colorado
$642M +$86.1M +15% 9.72% 85.8% 145 11.72%
GCIA
2228
Gabelli & Co Investment Advisers
New York
$642M +$86.9M +16% 23.7% 233% 408 62.99%
AHB
2229
Abner Herrman & Brock
New Jersey
$642M +$48.6M +8% 11.9% 139% 127 15.75%
MGWM
2230
Marks Group Wealth Management
Minnesota
$642M +$88.3M +16% 13.9% 62.8% 263 9.89%
SEM
2231
Suncoast Equity Management
Florida
$641M +$72.1M +13% 8.68% 72.9% 48 27.08%
BCM
2232
BTR Capital Management
California
$640M +$74.8M +13% 13.6% 35% 173 13.29%
TWI
2233
Thomas White International
Illinois
$640M +$98.5M +18% 12.2% 34.9% 327 14.98%
MMEA
2234
Main Management ETF Advisors
California
$639M +$72.2M +13% 16.1% 69.8% 15 20%
BFG
2235
Beacon Financial Group
Texas
$639M +$79.8M +14% 10.9% 60.3% 208 13.94%
BCP
2236
Blue Chip Partners
Michigan
$639M +$77.1M +14% 10.8% 60.3% 149 12.08%
PCP
2237
Proficio Capital Partners
Massachusetts
$639M +$73.4M +13% 7.75% 93.8% 202 25.25%
WC
2238
Wexford Capital
Florida
$639M +$265M +71% 49.3% 92.6% 399 80.2%
OIM
2239
Opus Investment Management
Massachusetts
$638M +$110M +21% 11.3% 44.3% 99 11.11%
TLFA
2240
True Link Financial Advisors
California
$638M 5.41% 22.2% 696
CB
2241
Cadence Bank
Mississippi
$638M +$129M +25% 15.2% 70.9% 215 18.6%
SC
2242
Serenity Capital
California
$636M +$91.8M +17% 2.19% 7 0%
UAS
2243
United Asset Strategies
New York
$636M +$92.4M +17% 13.9% 94.6% 220 22.27%
PCC
2244
Perry Creek Capital
New York
$635M 44.6% 25.5% 24
HCM
2245
Hodges Capital Management
Texas
$635M +$119M +23% 29.8% 132% 232 26.72%
JCM
2246
Jacobi Capital Management
Pennsylvania
$633M +$63.5M +11% 12.5% 62.7% 1,419 14.38%
SCM
2247
Simcoe Capital Management
New York
$633M +$197M +45% 32.5% 45.9% 16 31.25%
BCM
2248
Beryl Capital Management
California
$633M +$77.4M +14% 16.5% 5,124% 272 81.25%
IWP
2249
Icon Wealth Partners
Texas
$633M +$115M +22% 12.9% 279 13.26%
BCM
2250
Bronte Capital Management
Australia
$633M +$65M +11% 13.9% 112% 15 13.33%