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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 Avg Holding
Period (Yrs)
IHT Wealth Management
2426
IHT Wealth Management
Illinois
$378M +$143M +61% 4.75% 74.8% 1,841 24.88% 0.7
Anchor Investment Management
2427
Anchor Investment Management
South Carolina
$377M +$35.9M +11% 5.39% 75.1% 825 8.48% 1.4
AIA International
2428
AIA International
Hong Kong
$377M – – 0.42% 47.9% 11 – 0
Needham Investment Management
2429
Needham Investment Management
New York
$376M -$18.7M -5% 2.35% 424% 98 14.29% 3.1
Pelham Capital
2430
Pelham Capital
United Kingdom
$376M +$86.4M +30% 27.3% 135% 3 33.33% 0.8
Ativo Capital Management
2431
Ativo Capital Management
Illinois
$376M +$3.11M +0.8% 4.65% 63.8% 254 31.1% 1.5
WBH Advisory
2432
WBH Advisory
Maryland
$375M +$16.6M +5% 6.26% 57.6% 226 3.54% 3.2
Carlson Capital Management
2433
Carlson Capital Management
Minnesota
$375M +$33.7M +10% 5.46% 9.85% 93 11.83% 2.5
Avidian Wealth Enterprises
2434
Avidian Wealth Enterprises
Texas
$374M +$111M +42% 1.41% 71.7% 112 24.11% 1.2
Argent Trust
2435
Argent Trust
Texas
$374M +$8.52M +2% 5.94% 25.8% 213 10.8% 2
WealthPLAN Partners
2436
WealthPLAN Partners
Nebraska
$374M +$17.1M +5% 6.21% 71.6% 241 26.97% 1.4
United Asset Strategies
2437
United Asset Strategies
New York
$373M +$197M +112% 5.5% 94.6% 208 50.48% 1.1
LA
2438
Leonetti & Associates
Illinois
$373M -$2.69M -0.7% 4.92% 49.5% 47 23.4% 2.2
First National Bank & Trust Co of Newtown
2439
First National Bank & Trust Co of Newtown
Pennsylvania
$373M +$16.6M +5% 4.29% 55.7% 126 5.56% 3.6
Bremer Trust National Association
2440
Bremer Trust National Association
Minnesota
$372M +$12.7M +4% 6.87% 31.2% 262 12.6% 2.8
Verity & Verity
2441
Verity & Verity
South Carolina
$372M +$28.9M +8% 6.84% 90.4% 100 15% 2.7
Greylock XII
2442
Greylock XII
California
$372M – – 17.2% – 2 – 0
MAM
2443
Marketfield Asset Management
New York
$371M -$11.7M -3% 9.57% 61.5% 43 4.65% 2.4
Sunflower Bank Wealth Management
2444
Sunflower Bank Wealth Management
Arizona
$371M +$94.9M +34% 5.49% 33.7% 137 32.85% 2.4
Smith, Moore & Co
2445
Smith, Moore & Co
Missouri
$371M +$19.4M +6% 5.02% 67% 327 13.76% 1.9
Impax Asset Management (AIFM)
2446
Impax Asset Management (AIFM)
United Kingdom
$371M +$29.5M +9% 6.32% 40.5% 24 8.33% 2.3
FrontFour Capital Group
2447
FrontFour Capital Group
Connecticut
$370M -$175M -32% 4.01% 8.55% 56 48.21% 0.5
SFM
2448
Signature Financial Management
Virginia
$370M +$41.9M +13% 6.58% 20.8% 175 38.29% 2.8
Huntington Steele
2449
Huntington Steele
Pennsylvania
$369M +$30.7M +9% 9.84% 69.8% 74 1.35% 3.2
Dixon Hubard Feinour & Brown
2450
Dixon Hubard Feinour & Brown
Virginia
$369M +$20.9M +6% 7.47% 63.5% 205 15.12% 2.8