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
EWA
2501
Exencial Wealth Advisors
Oklahoma
$304M +$59.3M +24% 179
NFG
2502
Nadler Financial Group
Illinois
$304M +$9.75M +3% 82
KL
2503
KWMG LLC
Kansas
$303M +$20.6M +7% 109
NCM
2504
Nelson Capital Management
California
$303M +$8.23M +3% 333
SNT
2505
Security National Trust
West Virginia
$303M +$4.8M +2% 428
ECM
2506
Exchange Capital Management
Michigan
$303M +$6.21M +2% 269
WSC
2507
Wellington Shields & Co
New York
$303M +$13M +5% 155
FIMG
2508
Financial & Investment Management Group
Michigan
$303M +$29M +11% 91
WP
2509
WealthSource Partners
California
$302M +$8.98M +3% 314
KCM
2510
Knighthead Capital Management
New York
$302M +$63.8M +27% 13
PCM
2511
Piermont Capital Management
Missouri
$302M -$47.7M -14% 289
WEC
2512
Winslow Evans & Crocker
Massachusetts
$302M -$62.9M -17% 1,318
MC
2513
Muhlenkamp & Co
Pennsylvania
$301M -$3.68M -1% 75
TP
2514
Truvvo Partners
New York
$301M +$24.6M +9% 133
KA
2515
Kovack Advisors
Florida
$301M -$16.1M -5% 412
FWM
2516
Focused Wealth Management
New York
$300M +$32M +12% 768
RC
2517
Reik & Co
New York
$300M +$225K +0.1% 45
NGA
2518
Naples Global Advisors
Florida
$300M +$17.6M +6% 276
KCP
2519
KDI Capital Partners
North Carolina
$299M +$5.95M +2% 64
FP
2520
Flagship Pioneering
Massachusetts
$299M +$15.4M +5% 4
PCM
2521
Palouse Capital Management
Washington
$299M +$24M +9% 114
AAM
2522
Azzad Asset Management
Virginia
$299M +$20.1M +7% 301
PI
2523
PHH Investments
Texas
$299M +$7.74M +3% 76
CHC
2524
City Holding Co
West Virginia
$299M +$14.9M +5% 617
OIA
2525
Optimum Investment Advisors
Illinois
$299M +$9.63M +3% 318