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
NEAM
2701
New England Asset Management
Connecticut
$765M -$309K -0% 128
MHC
2702
May Hill Capital
Massachusetts
$765M +$423M +124% 338
PL
2703
Polianta Ltd
Jersey
$764M +$521M +215% 121
CFS
2704
CRA Financial Services
New Jersey
$764M +$33.2M +5% 308
MBTD
2705
Mechanics Bank - Trust Department
California
$764M +$51.6M +7% 215
RBC
2706
Roble Belko & Company
Pennsylvania
$763M +$25.6M +3% 535
FIS
2707
FCPM III Services
Netherlands
$763M +$262M +52% 11
ICM
2708
Irenic Capital Management
New York
$763M +$254M +50% 50
CL
2709
CIM LLC
New York
$763M -$1.98M -0.3% 181
PMWMG
2710
Parr McKnight Wealth Management Group
Minnesota
$763M +$474K +0.1% 233
CCA
2711
Canyon Capital Advisors
Texas
$761M +$31.4M +4% 16
GF
2712
Greenfield FTC
Nevada
$760M +$253M +50% 4
AAA
2713
Adams Asset Advisors
Texas
$760M -$15.6M -2% 86
AIA
2714
Arbor Investment Advisors
North Carolina
$760M -$27.8M -4% 134
WI
2715
Wahed Invest
New York
$759M +$27.4M +4% 218
BWA
2716
BlueSky Wealth Advisors
North Carolina
$758M +$16.8M +2% 82
RAM
2717
Ramirez Asset Management
New York
$758M +$38.1M +5% 404
OM
2718
Opaleye Management
Massachusetts
$758M +$50.7M +7% 64
TTSTC
2719
Texas Treasury Safekeeping Trust Company
Texas
$758M +$56.5M +8% 2
UBV
2720
United Bank (Virginia)
Virginia
$757M -$82M -10% 130
LWANC
2721
Laurel Wealth Advisors (North Carolina)
North Carolina
$756M +$40.9M +6% 706
OBWP
2722
O'Brien Wealth Partners
Massachusetts
$756M +$17.9M +2% 118
JPC
2723
Jabodon PT Co
Nevada
$756M +$661M +696% 7
CCMINC
2724
Cardinal Capital Management Inc (North Carolina)
North Carolina
$755M +$31.6M +4% 135
SWGC
2725
Summit Wealth Group (Colorado)
Colorado
$754M +$108M +17% 508