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
SNB
3001
Security National Bank
Nebraska
$371M +$12.3M +3% 107
PWA
3002
Physician Wealth Advisors
Utah
$371M +$45.2M +14% 159
PCA
3003
Providence Capital Advisors
North Carolina
$370M +$36.9M +11% 350
WAM
3004
WNY Asset Management
New York
$370M +$94.2M +34% 195
IRC
3005
Investors Research Corp
Georgia
$370M +$43.1M +13% 1,167
MF
3006
Manchester Financial
California
$370M +$22.1M +6% 105
AP
3007
AlpInvest Partners
Netherlands
$369M +$23.6M +7% 33
TWM
3008
Tolleson Wealth Management
Texas
$369M +$37.4M +11% 78
FPFS
3009
First Personal Financial Services
North Carolina
$369M +$25.1M +7% 447
MWA
3010
Martel Wealth Advisors
Washington
$369M +$19.7M +6% 53
AIM
3011
Alpine Investment Management
Hong Kong
$369M 10
TI
3012
Truxt Investmentos
Brazil
$368M -$27.9M -7% 16
WLIM
3013
White Lighthouse Investment Management
Massachusetts
$368M +$24.7M +7% 115
CC
3014
Conversant Capital
New Jersey
$368M -$17.7M -5% 26
AWC
3015
Abundance Wealth Counselors
Pennsylvania
$367M +$17.7M +5% 156
EIP
3016
Ellis Investment Partners
Pennsylvania
$367M +$6.41M +2% 836
SAIG
3017
Semper Augustus Investments Group
Colorado
$367M +$36.6M +11% 34
WCM
3018
WestBridge Capital Management
Mauritius
$367M +$73.5M +25% 3
CWM
3019
Cranbrook Wealth Management
Michigan
$367M -$19.7M -5% 323
CSC
3020
Cove Street Capital
California
$367M +$8.86M +2% 81
OAM
3021
Occidental Asset Management
California
$367M +$33.2M +10% 212
KPF
3022
K2 Principal Fund
Ontario, Canada
$367M -$50.1M -12% 323
AMCA
3023
Arthur M. Cohen & Associates
Illinois
$366M +$2.6M +0.7% 135
GEA
3024
Glen Eagle Advisors
New Jersey
$366M +$21.9M +6% 1,191
BAM
3025
Brilliance Asset Management
Hong Kong
$366M +$18.6M +5% 9