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
AOWM
3001
Alpha Omega Wealth Management
Virginia
$528M -$17.2M -3% 211
CFGSD
3002
Compass Financial Group (South Dakota)
South Dakota
$527M +$18.1M +4% 95
AWCI
3003
Alpine Woods Capital Investors
New York
$527M -$42.4M -7% 185
NGM
3004
North Growth Management
British Columbia, Canada
$527M -$9.96M -2% 48
DCP
3005
Diameter Capital Partners
New York
$527M +$64.5M +14% 37
CGIM
3006
Capital Group Investment Management
Singapore
$526M +$29.4M +6% 145
RP
3007
Rice Partnership
Hawaii
$525M +$28.3M +6% 184
BBPWM
3008
Blue Bell Private Wealth Management
Pennsylvania
$525M +$1.38M +0.3% 714
MA
3009
Madrone Advisors
California
$525M -$101M -16% 6
NYLIC
3010
New York Life Insurance Company
New York
$525M +$55.2M +12% 4
LIM
3011
Lathrop Investment Management
Arkansas
$525M -$13.5M -3% 89
DAL
3012
Delta Air Lines
Georgia
$524M -$313M -37% 5
NCM
3013
Noesis Capital Mangement
Florida
$524M +$20.2M +4% 122
PC
3014
Permanens Capital
New York
$524M +$31.4M +6% 57
GSEP
3015
Golden State Equity Partners
California
$523M +$333M +175% 929
CAM
3016
Chandler Asset Management
California
$523M -$6.59M -1% 26
CVM
3017
Cheviot Value Management
California
$523M -$7.13M -1% 71
CAM
3018
Columbia Asset Management
Michigan
$523M -$50.8M -9% 218
AWM
3019
Adams Wealth Management
Utah
$523M +$56.8M +12% 122
JCP
3020
JB Capital Partners
New York
$522M +$285K +0.1% 82
MCO
3021
MAK Capital One
New York
$522M +$33M +7% 11
SFC
3022
Strategic Financial Concepts
Texas
$521M +$207M +66% 341
FA
3023
Financial Advisors
Massachusetts
$521M -$3.58M -0.7% 84
AWM
3024
Accurate Wealth Management
Florida
$521M +$23.3M +5% 408
FBT
3025
First Bank & Trust
South Dakota
$521M -$6.17M -1% 248