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
AWA
2526
Alaska Wealth Advisors
Alaska
$662M +$61.2M +10% 142
VNA
2527
Valley National Advisers
Pennsylvania
$662M +$31.5M +5% 1,307
TIM
2528
Thompson Investment Management
Wisconsin
$661M +$39.7M +6% 537
CL
2529
CIM LLC
New York
$661M +$18.8M +3% 156
SNB
2530
Security National Bank
Nebraska
$661M +$218M +49% 328
HWA
2531
HCR Wealth Advisors
California
$659M +$26.3M +4% 232
NOCM
2532
Night Owl Capital Management
Connecticut
$659M +$259M +65% 30
FCP
2533
Fidelis Capital Partners
Florida
$659M +$206M +46% 391
AWM
2534
Avitas Wealth Management
California
$658M +$60.3M +10% 209
AAM
2535
Auxier Asset Management
Oregon
$657M +$39.3M +6% 176
PCP
2536
Polunin Capital Partners
United Kingdom
$657M +$123M +23% 30
PIA
2537
Perennial Investment Advisors
California
$657M +$55.7M +9% 364
SPC
2538
Spirepoint Private Client
Florida
$657M 201
NAM
2539
NTV Asset Management
West Virginia
$656M +$62.5M +11% 256
GGH
2540
GCM Grosvenor Holdings
Illinois
$656M +$90M +16% 23
HCA
2541
Heck Capital Advisors
Wisconsin
$656M +$43.1M +7% 205
WIM
2542
WealthPlan Investment Management
Nebraska
$655M +$31.1M +5% 206
WAM
2543
WNY Asset Management
New York
$655M +$63.6M +11% 239
PIS
2544
PPSC Investment Service
Japan
$655M +$127M +24% 4
MFT
2545
Moisand Fitzgerald Tamayo
Florida
$654M +$75.6M +13% 663
SOS
2546
Silver Oak Securities
Tennessee
$653M -$91.5M -12% 554
HFCIV
2547
H&F Corporate Investors VIII
California
$653M -$152M -19% 2
JGUA
2548
John G. Ullman & Associates
New York
$652M +$21.4M +3% 180
NAM
2549
Nexpoint Asset Management
Texas
$651M -$8.71M -1% 110
SWA
2550
Strategies Wealth Advisors
Michigan
$650M +$64.5M +11% 103