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
TRIM
2501
Thompson Rubinstein Investment Management
Oregon
$270M +$6.31M +2% 77
NFG
2502
Nadler Financial Group
Illinois
$270M +$15.8M +6% 89
SGA
2503
Strategic Global Advisors
California
$270M +$1.59M +0.6% 178
WA
2504
Waverly Advisors
Alabama
$269M +$29.7M +12% 127
SCMC
2505
Serenity Capital Management (Cayman)
Cayman Islands
$269M -$34.8M -11% 6
ANB
2506
Amarillo National Bank
Texas
$269M +$38.8M +17% 81
AUB
2507
Atlantic Union Bankshares
Virginia
$269M +$6.63M +3% 140
HL
2508
HeadInvest LLC
Maine
$269M -$13.1M -5% 140
CII
2509
Chapter IV Investors
North Carolina
$269M -$33.2M -11% 9
WA
2510
Wintergreen Advisers
New Jersey
$269M +$11.9M +5% 8
IWM
2511
Integrated Wealth Management
California
$268M -$11M -4% 1,311
KIM
2512
Kestrel Investment Management
California
$268M +$31.7M +13% 44
CAM
2513
CG Asset Management
New York
$268M +$539K +0.2% 156
CP
2514
Covalent Partners
Massachusetts
$268M +$13.3M +5% 39
MCM
2515
Monarch Capital Management
Indiana
$268M +$3.85M +1% 101
AWM
2516
Avior Wealth Management
Nebraska
$268M +$12.6M +5% 538
AIM
2517
Anchor Investment Management
South Carolina
$268M +$9.57M +4% 694
FC
2518
Forte Capital
New York
$267M +$4.4M +2% 156
LA
2519
Lexington Advisors
New York
$267M +$19.1M +8% 6
SFM
2520
Signature Financial Management
Virginia
$266M +$19.4M +8% 144
OIA
2521
Optimum Investment Advisors
Illinois
$266M -$264K -0.1% 305
WC
2522
Whitney & Co
New York
$265M +$15.7M +6% 108
RI
2523
RTW Investments
New York
$265M -$64.2M -19% 39
TM
2524
Thrax Management
New York
$265M -$7.07M -3% 220
BWFM
2525
Bridgewater Wealth & Financial Management
Maryland
$264M -$6.95M -3% 119