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
NIC
2951
Northwest Investment Counselors
Oregon
$239M -$9.42M -4% 147
SQA
2952
Simon Quick Advisors
New Jersey
$239M +$14.6M +6% 469
DWM
2953
Dynasty Wealth Management
Florida
$239M +$181M +312% 104
MGIA
2954
Matthew Goff Investment Advisor
Texas
$239M +$6.06M +3% 76
MIM
2955
Montgomery Investment Management
Maryland
$238M -$8.19M -3% 97
NAMP
2956
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$238M -$3.86M -2% 109
WAMC
2957
Western Asset Management Company
California
$238M +$16.9M +8% 26
X
2958
Xponance
Pennsylvania
$238M +$70.9M +43% 81
DI
2959
Dalton Investments
Nevada
$237M -$27.8M -10% 38
IVM
2960
InterWest Venture Management
California
$237M -$55.1M -19% 11
CAM
2961
Chou Associates Management
Ontario, Canada
$237M +$3.42M +1% 24
RWA
2962
River Wealth Advisors
Pennsylvania
$237M -$3.3M -1% 167
FAM
2963
Flaharty Asset Management
Florida
$237M +$9.06M +4% 102
IIM
2964
Ipswich Investment Management
Massachusetts
$237M +$835K +0.4% 156
WCMN
2965
Westchester Capital Management (Nebraska)
Nebraska
$237M -$6.12M -3% 36
PP
2966
PagnatoKarp Partners
Virginia
$237M -$86.6M -27% 154
CYG
2967
Clean Yield Group
Vermont
$237M -$15.8M -6% 141
PRS
2968
Pinkerton Retirement Specialists
Idaho
$236M +$10.4M +5% 234
AWM
2969
Altavista Wealth Management
North Carolina
$236M -$484K -0.2% 149
CCM
2970
Compton Capital Management
Rhode Island
$236M +$1.6M +0.7% 158
BC
2971
Beaconlight Capital
New York
$236M +$3.95M +2% 25
TCM
2972
Thames Capital Management
New Jersey
$236M +$76.7M +48% 41
SP
2973
Symmetry Partners
Connecticut
$235M +$19.2M +9% 34
NB
2974
Nicolet Bankshares
Wisconsin
$235M +$2.32M +1% 192
AFG
2975
Arkansas Financial Group
Arkansas
$235M -$1.5M -0.6% 23