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
CPI
3001
Crestview Partners III
New York
$371M -$32.2M -8% 3
SNB
3002
Security National Bank
Nebraska
$371M +$12.3M +3% 107
PWA
3003
Physician Wealth Advisors
Utah
$371M +$45.2M +14% 159
PCA
3004
Providence Capital Advisors
North Carolina
$370M +$36.9M +11% 350
WAM
3005
WNY Asset Management
New York
$370M +$94.2M +34% 195
IRC
3006
Investors Research Corp
Georgia
$370M +$43.1M +13% 1,167
MF
3007
Manchester Financial
California
$370M +$22.1M +6% 105
AP
3008
AlpInvest Partners
Netherlands
$369M +$23.6M +7% 33
TWM
3009
Tolleson Wealth Management
Texas
$369M +$37.4M +11% 78
FPFS
3010
First Personal Financial Services
North Carolina
$369M +$25.1M +7% 447
MWA
3011
Martel Wealth Advisors
Washington
$369M +$19.7M +6% 53
AIM
3012
Alpine Investment Management
Hong Kong
$369M 10
TI
3013
Truxt Investmentos
Brazil
$368M -$27.9M -7% 16
WLIM
3014
White Lighthouse Investment Management
Massachusetts
$368M +$24.7M +7% 115
CC
3015
Conversant Capital
New Jersey
$368M -$17.7M -5% 26
AWC
3016
Abundance Wealth Counselors
Pennsylvania
$367M +$17.7M +5% 156
EIP
3017
Ellis Investment Partners
Pennsylvania
$367M +$6.41M +2% 836
SAIG
3018
Semper Augustus Investments Group
Colorado
$367M +$36.6M +11% 34
WCM
3019
WestBridge Capital Management
Mauritius
$367M +$73.5M +25% 3
CWM
3020
Cranbrook Wealth Management
Michigan
$367M -$19.7M -5% 323
CSC
3021
Cove Street Capital
California
$367M +$8.86M +2% 81
OAM
3022
Occidental Asset Management
California
$367M +$33.2M +10% 212
KPF
3023
K2 Principal Fund
Ontario, Canada
$367M -$50.1M -12% 323
AMCA
3024
Arthur M. Cohen & Associates
Illinois
$366M +$2.6M +0.7% 135
GEA
3025
Glen Eagle Advisors
New Jersey
$366M +$21.9M +6% 1,191