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
LA
2576
LVW Advisors
New York
$315M -$6.69M -2% 150
FRM
2577
Fox Run Management
Connecticut
$315M -$97.3M -24% 1,062
PP
2578
PagnatoKarp Partners
Virginia
$315M +$78.3M +33% 153
MC
2579
Martin & Co
Tennessee
$314M +$13.7M +5% 112
GLA
2580
Good Life Advisors
Pennsylvania
$314M +$19.2M +7% 246
IFWM
2581
Institute for Wealth Management
Colorado
$314M -$25.6M -8% 262
KCP
2582
KDI Capital Partners
North Carolina
$314M +$7.11M +2% 82
IA
2583
Independence Advisors
Pennsylvania
$313M +$9.69M +3% 81
AWA
2584
Alaska Wealth Advisors
Alaska
$313M +$24.3M +8% 54
MBT
2585
Montecito Bank & Trust
California
$312M +$6.85M +2% 204
RCM
2586
Rockshelter Capital Management
Pennsylvania
$312M +$4.33M +1% 37
LWM
2587
Lenox Wealth Management
Ohio
$311M +$721K +0.2% 639
TS
2588
Twin Securities
New York
$311M -$154M -33% 19
MCWS
2589
McKinley Carter Wealth Services
West Virginia
$311M +$4.75M +2% 441
AAMA
2590
Advanced Asset Management Advisors
Ohio
$310M +$8.88M +3% 142
NA
2591
NextCapital Advisers
Illinois
$310M +$119M +63% 15
VHMC
2592
Value Holdings Management Company
New York
$310M +$8.95M +3% 35
HA
2593
Harbor Advisors
Florida
$309M +$12.4M +4% 182
WA
2594
Wealth Architects
California
$309M +$6.99M +2% 133
DCM
2595
Divisar Capital Management
California
$309M +$15.7M +5% 30
RMPT
2596
Raytheon Master Pension Trust
Massachusetts
$308M +$7.1M +2% 5
RI
2597
RWWM Inc
California
$308M +$15M +5% 12
VIMU
2598
Veritas Investment Management (UK)
United Kingdom
$308M +$13.2M +4% 40
AUB
2599
Atlantic Union Bankshares
Virginia
$307M -$15.8M -5% 135
PCMK
2600
Paragon Capital Management (Kansas)
Kansas
$307M +$29.4M +11% 66