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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
LI
2376
LVZ Inc
Michigan
$598M +$112M +23% 14% 47.1% 103 20.39%
AIIMS
2377
Analyst IMS Investment Management Services
Israel
$597M +$107M +22% 14.2% 99.4% 91 9.89%
AI
2378
Accredited Investors
Minnesota
$597M +$120M +25% 17.4% 74% 161 18.01%
SCM
2379
SKBA Capital Management
California
$597M +$96M +19% 20.1% 53.9% 80 15%
TPWA
2380
TRUE Private Wealth Advisors
Oregon
$597M +$11.4M +2% 13% 84% 784 9.82%
PIM
2381
Penobscot Investment Management
Massachusetts
$597M +$66.5M +13% 9.79% 103% 214 7.94%
NIM
2382
Needham Investment Management
New York
$596M +$95M +19% 27% 424% 122 22.13%
GCA
2383
Greenwood Capital Associates
South Carolina
$595M +$80.2M +16% 17.4% 81.3% 215 20.93%
SPC
2384
Stewart & Patten Company
California
$595M +$38.8M +7% 11.9% 27.5% 97 14.43%
BDWM
2385
Brewin Dolphin Wealth Management
Ireland
$594M +$53M +10% 12.5% 47.8% 320 21.56%
PTC
2386
Private Trust Company
Ohio
$594M +$75.4M +15% 11% 79.6% 383 10.18%
LCM
2387
LVM Capital Management
Michigan
$594M +$77.8M +15% 9.78% 107% 125 12.8%
GIM
2388
Growth Interface Management
Florida
$593M +$122M +26% 44.7% 12% 10 0%
MAM
2389
Montanaro Asset Management
United Kingdom
$593M 26% 49.6% 40
MAA
2390
Matrix Asset Advisors
New York
$593M +$78.6M +15% 14.3% 76.9% 90 15.56%
TLA
2391
Tree Line Advisors
Hong Kong
$592M -$166M -22% 36.6% 670% 8 12.5%
NGA
2392
Naples Global Advisors
Florida
$591M +$78.4M +15% 14% 103% 360 6.39%
AOWM
2393
Alpha Omega Wealth Management
Virginia
$591M -$118M -17% 11.5% 60.7% 215 8.84%
PA
2394
PFG Advisors
Arizona
$591M +$69.9M +13% 12.6% 77.4% 391 13.81%
ACM
2395
AlphaStar Capital Management
North Carolina
$589M +$89.5M +18% 10.8% 61.8% 225 26.67%
IWS
2396
Insight Wealth Strategies
California
$589M +$50.4M +9% 10.1% 79.5% 229 17.03%
SCM
2397
Snow Capital Management
Pennsylvania
$588M +$86M +17% 29.2% 58.5% 156 14.74%
TIM
2398
Thompson Investment Management
Wisconsin
$588M +$54.8M +10% 23.1% 83.5% 192 6.25%
JF
2399
Jump Financial
Illinois
$588M +$89.9M +18% 29.7% 125% 1,285 71.44%
AI
2400
Aperture Investors
New York
$588M +$182M +45% 35% 211% 101 51.49%