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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
GWI
2351
Grace & White Inc
New York
$438M +$16.1M +4% 0.8% 61.5% 128 3.13%
KA
2352
Kovack Advisors
Florida
$437M +$36.4M +9% 3.47% 118% 530 23.58%
WCF
2353
West Coast Financial
California
$437M +$13.8M +3% 6.25% 22.2% 117 9.4%
MC
2354
Metropolis Capital
United Kingdom
$436M +$80.4M +23% 2.62% 54.4% 11 18.18%
UAS
2355
United Asset Strategies
New York
$435M +$9.64M +2% 3.48% 94.6% 217 20.28%
MMEA
2356
Main Management ETF Advisors
California
$434M +$3.11M +0.7% 3.48% 97.2% 13 23.08%
CNB
2357
Camden National Bank
Maine
$434M +$20.5M +5% 5.71% 48.8% 119 11.76%
TIM
2358
Triodos Investment Management
Netherlands
$433M -$61.6M -12% 6.04% 89.9% 40 12.5%
MCM
2359
MV Capital Management
Maryland
$433M +$16.7M +4% 2.32% 67.6% 370 10%
AIP
2360
Almanack Investment Partners
Pennsylvania
$432M +$79M +22% 2.35% 77.8% 289 54.33%
JWBC
2361
J.W. Burns & Co
New York
$432M +$22.2M +5% 5.15% 78.5% 168 4.76%
MDSL
2362
M.D. Sass LLC
New York
$432M -$196M -31% 6% 80.1% 59 18.64%
HVIA
2363
Hudson Valley Investment Advisors
New York
$432M +$18.9M +5% 3.6% 94.6% 178 12.36%
WA
2364
WBH Advisory
Maryland
$431M +$10.9M +3% 3.72% 57.6% 238 4.62%
WWM
2365
Willingdon Wealth Management
North Carolina
$431M +$23.4M +6% 4.52% 15.3% 382 25.39%
CCT
2366
Chemung Canal Trust
New York
$430M +$10.6M +3% 4.2% 80.9% 114 6.14%
MAM
2367
Mark Asset Management
New York
$429M -$23.1M -5% 7.44% 325% 71 33.8%
JIP
2368
Jaffetilchin Investment Partners
Florida
$429M -$20.9M -5% 3.74% 78.5% 347 43.52%
CCM
2369
Cohen Capital Management
California
$429M +$14.2M +3% 2.66% 83.9% 138 5.07%
EWA
2370
Exencial Wealth Advisors
Oklahoma
$429M +$7.33M +2% 4.85% 58% 234 5.98%
PGIM
2371
Pacific Global Investment Management
California
$428M -$24.4M -5% 4.56% 48% 225 12.44%
DP
2372
Dundas Partners
United Kingdom
$428M +$21.9M +5% 6.83% 87.6% 32 3.13%
WDL
2373
Well Done LLC
Michigan
$428M +$21.2M +5% 4.17% 77% 156 14.1%
BFG
2374
Barber Financial Group
Kansas
$428M -$80.7M -16% 2.52% 39% 157 22.29%
PWM
2375
Perigon Wealth Management
California
$427M -$2.92M -0.7% 3.04% 93.8% 259 19.69%