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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
MW
2226
MBL Wealth
North Carolina
$799M +$89M +13% 7.22% 47.7% 199 16.58%
LG
2227
Leuthold Group
Minnesota
$799M +$86.2M +12% 12.6% 106% 197 19.29%
KCM
2228
Kingdon Capital Management
New York
$799M -$69.3M -8% 13.9% 185% 99 52.53%
TA
2229
Townsend & Associates
Colorado
$799M +$325M +69% 9.41% 54.1% 108 12.04%
WCWM
2230
Willow Creek Wealth Management
California
$798M +$126M +19% 7.46% 36.5% 145 9.66%
FFP
2231
FourThought Financial Partners
Florida
$797M +$81.8M +11% 13% 77.4% 334 9.58%
QIM
2232
Quest Investment Management
Oregon
$797M +$89.4M +13% 12.4% 81.3% 92 9.78%
UBV
2233
United Bank (Virginia)
Virginia
$797M +$35.4M +5% 9.88% 64.2% 154 9.09%
CPIH
2234
Consolidated Press International Holdings
Australia
$796M +$433M +119% 16.6% 28 67.86%
ROTUOC
2235
Regents of the University of California
California
$796M +$17.3M +2% 10.7% 63% 28 3.57%
JIR
2236
James Investment Research
Ohio
$796M +$38.7M +5% 10.9% 107% 318 11.95%
PIM
2237
Paradice Investment Management
Colorado
$796M -$371M -32% 10.3% 58.6% 48 20.83%
WAM
2238
WT Asset Management
Hong Kong
$796M -$105M -12% 18.3% 1,369% 34 70.59%
FM
2239
Freemont Management
Switzerland
$795M +$126M +19% 12.2% 152% 94 23.4%
SS
2240
Sunbelt Securities
Texas
$794M +$71.6M +10% 10% 83.5% 1,824 10.31%
SWPG
2241
Strategic Wealth Partners Group
Illinois
$793M +$119M +18% 11.3% 69 14.49%
MWM
2242
Modern Wealth Management
Kansas
$792M 9.09% 191
CT
2243
Caldwell Trust
Florida
$792M +$59M +8% 10.5% 74.1% 735 8.44%
NIM
2244
Needham Investment Management
New York
$792M +$204M +35% 18.1% 267% 135 14.81%
TPWA
2245
TRUE Private Wealth Advisors
Oregon
$790M +$70M +10% 9.51% 84% 296 14.19%
AAM
2246
Azzad Asset Management
Virginia
$790M +$84.5M +12% 12.4% 101% 320 10.63%
MCM
2247
MV Capital Management
Maryland
$790M +$40.5M +5% 8.9% 59% 780 15.9%
GAM
2248
Griffin Asset Management
New York
$789M +$85M +12% 13.4% 80.7% 211 9.95%
TIM
2249
Total Investment Management
Arizona
$788M +$89M +13% 10.9% 29.5% 78 20.51%
MAA
2250
Matrix Asset Advisors
New York
$786M +$84.2M +12% 12.6% 76.9% 100 8%