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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
MAA
2251
Matrix Asset Advisors
New York
$837M +$979K +0.1% 1.79% 76.9% 105 8.57%
MIM
2252
Miller Investment Management
Pennsylvania
$837M +$54.2M +7% 0.65% 54% 107 5.61%
JAG
2253
Journey Advisory Group
Kentucky
$837M +$25.3M +3% 2.42% 58.7% 241 7.88%
HWA
2254
Heartwood Wealth Advisors
Virginia
$837M +$24.5M +3% 0.47% 56.2% 177 14.12%
MWM
2255
Meridian Wealth Management
Kentucky
$837M +$236M +39% 6.59% 91% 489 100%
MIC
2256
Means Investment Company
Maine
$836M +$63.4M +8% 5.6% 79.7% 199 5.03%
HIC
2257
Harvey Investment Company
Kentucky
$836M -$49.8M -6% 2.75% 48.4% 100 6%
SSWM
2258
Sheets Smith Wealth Management
North Carolina
$836M -$56.8M -6% 1.29% 75.8% 414 17.39%
BCMO
2259
Buckingham Capital Management (Ohio)
Ohio
$836M +$19.9M +2% 2.88% 26.3% 139 9.35%
CCG
2260
Cypress Capital Group
Florida
$834M -$266K -0% 3.13% 83.9% 308 9.74%
WC
2261
Waterloo Capital
Texas
$833M +$50.5M +6% 3.02% 65% 404 24.75%
SCM
2262
SOL Capital Management
Maryland
$833M +$38M +5% 1.34% 56.6% 310 5.48%
MCM
2263
Manchester Capital Management
Vermont
$833M +$18M +2% 3.65% 57.7% 1,186 16.02%
KCMH
2264
Keywise Capital Management (HK)
Hong Kong
$832M +$91.7M +12% 13.6% 619% 15 26.67%
SAA
2265
Southeast Asset Advisors
Georgia
$832M +$849K +0.1% 2.53% 84.3% 173 10.4%
HP
2266
Harvey Partners
New York
$832M -$112M -12% 3.93% 124% 45 17.78%
AIA
2267
Alera Investment Advisors
Illinois
$832M +$92.1M +12% 3.44% 28.9% 296 48.99%
CIPU
2268
Caledonia Investments plc (UK)
United Kingdom
$831M +$56.5M +7% 3.35% 48.7% 14 7.14%
1SP
2269
140 Summer Partners
New York
$831M +$25M +3% 0.1% 134% 19 10.53%
1IA
2270
1834 Investment Advisors
Wisconsin
$830M -$11.2M -1% 1.14% 51.8% 225 8%
SAM
2271
Southernsun Asset Management
Tennessee
$829M -$68.9M -8% 2.74% 45.7% 28 7.14%
FC
2272
Forte Capital
New York
$828M +$20M +2% 3.8% 98.3% 245 11.02%
GSIS
2273
Global Strategic Investment Solutions
Arizona
$828M -$34.1M -4% 1.15% 42.5% 155 9.68%
SGK
2274
Steigerwald Gordon & Koch
Virginia
$827M +$23M +3% 1.4% 59.5% 127 5.51%
GMP
2275
Great Mountain Partners
Connecticut
$826M -$128M -13% 2.09% 92.8% 2 0%