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
NAM
2901
Nexpoint Asset Management
Texas
$456M +$80.5M +21% 242
MCM
2902
Mitchell Capital Management
Kansas
$456M +$45.9M +11% 159
CIA
2903
Covington Investment Advisors
Pennsylvania
$455M +$41.5M +10% 78
SF
2904
Susquehanna Foundation
Pennsylvania
$455M +$22.4M +5% 5
CWC
2905
Carolinas Wealth Consulting
North Carolina
$455M +$43.9M +11% 1,041
XF
2906
XML Financial
Maryland
$455M +$44.5M +11% 230
MAM
2907
Marquette Asset Management
Minnesota
$454M +$40.3M +10% 255
RTS
2908
Round Table Services
New Jersey
$454M +$41M +10% 138
WDL
2909
Well Done LLC
Michigan
$454M +$18.2M +4% 182
MWM
2910
Madison Wealth Management
Ohio
$453M +$47.9M +12% 146
GSWM
2911
Golden State Wealth Management
California
$453M +$150M +49% 311
WC
2912
Walthausen & Co
New York
$453M -$21.4M -5% 158
LOPW
2913
Live Oak Private Wealth
North Carolina
$453M +$45.6M +11% 164
ACP
2914
Aveo Capital Partners
Colorado
$453M +$55.7M +14% 277
KA
2915
KLCM Advisors
Wisconsin
$452M +$11M +3% 119
DCM
2916
DG Capital Management
New York
$452M +$56.4M +14% 253
FTC
2917
Farmers Trust Company
Ohio
$452M +$17.5M +4% 174
BCP
2918
Berylson Capital Partners
Massachusetts
$451M +$40.4M +10% 75
CAM
2919
Columbia Asset Management
Michigan
$451M -$101M -18% 192
BCM
2920
Buckhead Capital Management
Georgia
$451M +$21.8M +5% 144
LWANC
2921
Laurel Wealth Advisors (North Carolina)
North Carolina
$450M +$37.7M +9% 773
SNT
2922
Security National Trust
West Virginia
$450M +$24.8M +6% 422
MCM
2923
Mason Capital Management
New York
$450M +$182M +68% 46
SG
2924
Stonnington Group
California
$450M +$36.9M +9% 288
CICI
2925
Capital Investment Counsel Inc
North Carolina
$449M +$74.7M +20% 210