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
HT
2701
Hefren-Tillotson
Pennsylvania
$523M -$33.7M -6% 13
ZAM
2702
Zevin Asset Management
Massachusetts
$522M -$32.7M -6% 98
IWA
2703
IBEX Wealth Advisors
New Jersey
$522M -$42.6M -8% 210
VNA
2704
Valley National Advisers
Pennsylvania
$522M -$19.9M -4% 1,023
TIM
2705
Total Investment Management
Arizona
$522M -$82.7M -14% 78
MCM
2706
Mengis Capital Management
Oregon
$522M -$10.9M -2% 188
FAM
2707
Formidable Asset Management
Ohio
$522M +$471K +0.1% 371
IC
2708
Intersect Capital
California
$521M -$21.2M -4% 475
ACG
2709
Allen Capital Group
Nebraska
$521M -$3.28M -0.6% 178
IGM
2710
Incline Global Management
New York
$520M +$45.9M +10% 25
NB
2711
Northwest Bancshares
Pennsylvania
$520M +$11.3M +2% 225
CAM
2712
Claret Asset Management
Quebec, Canada
$520M -$20.8M -4% 179
TP
2713
TenCore Partners
New York
$519M -$108M -17% 13
SPM
2714
Sycamore Partners Management
New York
$518M -$296M -36% 2
CCG
2715
Chatham Capital Group
Georgia
$517M -$36.8M -7% 198
ANB
2716
Amarillo National Bank
Texas
$517M +$5.83M +1% 108
LOPW
2717
Live Oak Private Wealth
North Carolina
$517M -$16.3M -3% 183
FA
2718
Faithward Advisors
Pennsylvania
$516M -$9.68M -2% 304
CCT
2719
Chemung Canal Trust
New York
$516M -$38M -7% 127
MSAM
2720
Moloney Securities Asset Management
Missouri
$515M -$73.5M -12% 489
FAG
2721
Financial Advisory Group
Texas
$515M +$7.35M +1% 101
LA
2722
Legacy Advisors
Pennsylvania
$515M +$242M +89% 225
HSA
2723
Hussman Strategic Advisors
Maryland
$515M +$59.2M +13% 359
BWA
2724
BlueSky Wealth Advisors
North Carolina
$515M -$25M -5% 70
TFCP
2725
Twin Focus Capital Partners
Massachusetts
$515M +$14.9M +3% 242