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
NC
2701
Nekton Capital
United Kingdom
$443M +$122M +38% 23
VHMC
2702
Value Holdings Management Company
New York
$443M +$40.9M +10% 44
PFGIA
2703
Patriot Financial Group Insurance Agency
Massachusetts
$443M +$32.4M +8% 449
FAM
2704
Formidable Asset Management
Ohio
$443M +$11.5M +3% 338
IWA
2705
IBEX Wealth Advisors
New Jersey
$443M +$57.9M +15% 187
MWM
2706
Marietta Wealth Management
Georgia
$442M +$41.5M +10% 115
FNBTCON
2707
First National Bank & Trust Co of Newtown
Pennsylvania
$442M +$29.9M +7% 125
CWC
2708
Carolinas Wealth Consulting
North Carolina
$442M +$46.6M +12% 1,119
PA
2709
Probity Advisors
Texas
$441M +$38.6M +10% 184
PJSIMP
2710
P.J. Schmidt Investment Management (PJS)
Wisconsin
$441M +$26M +6% 180
LIM
2711
Longfellow Investment Management
Massachusetts
$441M -$47.8M -10% 380
RWB
2712
RMR Wealth Builders
New Jersey
$441M +$32.3M +8% 202
SPT
2713
Siemens Pension Trust
Germany
$441M 2
RIG
2714
RiverFront Investment Group
Virginia
$441M -$2.23B -83% 109
WSC
2715
Wellington Shields & Co
New York
$440M +$211M +92% 297
NGM
2716
North Growth Management
British Columbia, Canada
$440M +$39.4M +10% 47
HPCM
2717
Hunter Perkins Capital Management
Illinois
$440M +$33.2M +8% 100
SMA
2718
Sage Mountain Advisors
Georgia
$440M +$63.7M +17% 449
HIC
2719
Hartline Investment Corp
Illinois
$440M +$319M +263% 226
SC
2720
Styrax Capital
New York
$439M +$37.3M +9% 18
TW
2721
TrinityPoint Wealth
Connecticut
$439M +$1.83M +0.4% 301
MFT
2722
Moisand Fitzgerald Tamayo
Florida
$439M +$74.1M +20% 868
BEC
2723
Blue Edge Capital
Virginia
$439M +$35M +9% 111
CCT
2724
Chemung Canal Trust
New York
$439M +$37.6M +9% 120
EFL
2725
ERn Financial LLC
Wisconsin
$439M +$47.7M +12% 176