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
UBWV
2801
United Bank (West Virginia)
West Virginia
$230M +$3.16M +1% 111
IIM
2802
Ipswich Investment Management
Massachusetts
$230M +$8.54M +4% 134
AWA
2803
Arete Wealth Advisors
Illinois
$229M +$12.8M +6% 215
TLCM
2804
Tiger Legatus Capital Management
New York
$229M -$41.5M -15% 18
SFWA
2805
Summit Financial Wealth Advisors
Louisiana
$229M +$1.54M +0.7% 149
FAM
2806
Formidable Asset Management
Ohio
$229M +$31M +16% 205
OIM
2807
Oceanic Investment Management
Isle Of Man
$229M -$9.11M -4% 38
PCP
2808
Proficio Capital Partners
Massachusetts
$229M +$33.7M +17% 1,425
MWP
2809
Moller Wealth Partners
$229M +$26M +13% 45
UF
2810
Univest Financial
Pennsylvania
$229M -$7.55M -3% 105
BA
2811
BKS Advisors
Michigan
$228M +$15.6M +7% 212
CRIM
2812
Castle Ridge Investment Management
Connecticut
$228M +$42.6M +23% 39
IAA
2813
Ironsides Asset Advisors
North Carolina
$228M -$138M -38% 158
OMC
2814
Oasis Management Company
Cayman Islands
$228M +$42.1M +23% 37
JIM
2815
JB Investments Management
Pennsylvania
$228M +$19.5M +9% 1
OWM
2816
Orgel Wealth Management
Wisconsin
$228M +$72.9M +47% 31
QCG
2817
Quadrant Capital Group
Ohio
$228M +$28.2M +14% 2,261
TJHA
2818
Thomas J. Herzfeld Advisors
Florida
$228M +$11.3M +5% 325
GMA
2819
Goldstein Munger & Associates
California
$227M +$2.99M +1% 43
BMM
2820
Buffington Mohr McNeal
Idaho
$227M -$34.5M -13% 185
EP
2821
Edgestream Partners
New Jersey
$227M +$179M +371% 148
RP
2822
Rowlandmiller & Partners
Georgia
$227M +$5.75M +3% 130
SIG
2823
Sky Investment Group
Connecticut
$227M +$11.1M +5% 95
WIP
2824
Wellesley Investment Partners
Massachusetts
$226M +$19.9M +10% 115
SD
2825
Sumway Development
China
$226M +$5.42M +2% 11