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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
UBV
2301
United Bank (Virginia)
Virginia
$859M +$53.4M +7% 9.44% 64.2% 150 10.67%
1IA
2302
1834 Investment Advisors
Wisconsin
$859M +$28.9M +3% 6.66% 51.8% 224 9.38%
NAM
2303
Nexpoint Asset Management
Texas
$858M +$87.7M +11% 9.57% 209% 114 44.74%
WAM
2304
WNY Asset Management
New York
$857M +$102M +13% 6.66% 254 16.54%
AA
2305
Apriem Advisors
California
$856M +$39.3M +5% 6.75% 62% 185 11.89%
CCM
2306
CAAS Capital Management
New York
$856M +$546M +176% 4.48% 11% 473 62.58%
GSIS
2307
Global Strategic Investment Solutions
Arizona
$856M +$27.8M +3% 5.65% 42.5% 151 5.3%
OCAM
2308
Onex Canada Asset Management
Ontario, Canada
$855M -$23M -3% 8.61% 65.9% 115 8.7%
QIM
2309
Quest Investment Management
Oregon
$855M -$49.5M -5% 4.79% 81.3% 93 17.2%
MCM
2310
Manchester Capital Management
Vermont
$854M +$21.6M +3% 6.58% 57.7% 1,209 7.69%
BCM
2311
Bayesian Capital Management
New York
$853M -$19.3M -2% 10.9% 113% 1,104 80.07%
FWP
2312
Falcon Wealth Planning
California
$852M +$81.6M +11% 5.71% 52.7% 155 15.48%
AIA
2313
Alera Investment Advisors
Illinois
$851M +$19.8M +2% 5.4% 28.9% 313 18.21%
MRL
2314
Mantle Ridge LP
New York
$851M -$441M -34% 34.1% 44.2% 1 0%
CT
2315
Coastline Trust
Rhode Island
$851M -$3.02M -0.4% 5.76% 79.1% 455 51.87%
FC
2316
FORA Capital
Florida
$850M +$30.2M +4% 8.42% 120% 607 73.31%
PIS
2317
PPSC Investment Service
Japan
$849M +$101M +14% 8.91% 161% 6 16.67%
ANBT
2318
American National Bank & Trust
Texas
$848M +$45.4M +6% 6.67% 95.1% 592 27.03%
GP
2319
Galileo PTC
British Virgin Islands
$848M -$483M -36% 12.2% 145% 7 14.29%
NG
2320
Norden Group
Utah
$847M +$353M +71% 5.99% 92.5% 534 28.84%
BFS
2321
Bard Financial Services
Connecticut
$847M -$120M -12% 8.34% 90.1% 237 15.61%
TFA
2322
Toth Financial Advisory
Virginia
$847M +$60.1M +8% 9.68% 82.5% 790 16.08%
SWC
2323
Spectrum Wealth Counsel
Indiana
$847M +$56.4M +7% 6.27% 446 28.92%
8KM
2324
8 Knots Management
Texas
$847M -$189M -18% 15.4% 25 60%
BB
2325
Bell Bank
North Dakota
$845M -$344M -29% 6.16% 64.3% 197 14.72%