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
MBT
2501
Monroe Bank & Trust
Michigan
$304M +$1.74M +0.6% 272
LHC
2502
Levy Harkins & Co
New York
$304M +$17.1M +6% 20
OMC
2503
Oak Management Corp
Connecticut
$304M -$14.8M -5% 7
EWA
2504
Exencial Wealth Advisors
Oklahoma
$304M +$59.3M +24% 179
NFG
2505
Nadler Financial Group
Illinois
$304M +$9.75M +3% 82
KL
2506
KWMG LLC
Kansas
$303M +$20.6M +7% 109
NCM
2507
Nelson Capital Management
California
$303M +$8.23M +3% 333
SNT
2508
Security National Trust
West Virginia
$303M +$4.8M +2% 428
ECM
2509
Exchange Capital Management
Michigan
$303M +$6.21M +2% 269
WSC
2510
Wellington Shields & Co
New York
$303M +$13M +5% 155
FIMG
2511
Financial & Investment Management Group
Michigan
$303M +$29M +11% 91
WP
2512
WealthSource Partners
California
$302M +$8.98M +3% 314
KCM
2513
Knighthead Capital Management
New York
$302M +$63.8M +27% 13
PCM
2514
Piermont Capital Management
Missouri
$302M -$47.7M -14% 289
WEC
2515
Winslow Evans & Crocker
Massachusetts
$302M -$62.9M -17% 1,318
MC
2516
Muhlenkamp & Co
Pennsylvania
$301M -$3.68M -1% 75
TP
2517
Truvvo Partners
New York
$301M +$24.6M +9% 133
KA
2518
Kovack Advisors
Florida
$301M -$16.1M -5% 412
FWM
2519
Focused Wealth Management
New York
$300M +$32M +12% 768
RC
2520
Reik & Co
New York
$300M +$225K +0.1% 45
NGA
2521
Naples Global Advisors
Florida
$300M +$17.6M +6% 276
KCP
2522
KDI Capital Partners
North Carolina
$299M +$5.95M +2% 64
FP
2523
Flagship Pioneering
Massachusetts
$299M +$15.4M +5% 4
PCM
2524
Palouse Capital Management
Washington
$299M +$24M +9% 114
AAM
2525
Azzad Asset Management
Virginia
$299M +$20.1M +7% 301