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
IA
3176
IFC Advisors
California
$479M +$20.4M +4% 174
SWA
3177
SOA Wealth Advisors
New York
$479M -$63.9M -12% 917
MCM
3178
Mengis Capital Management
Oregon
$479M -$10.6M -2% 195
IR
3179
IAT Reinsurance
New York
$479M +$5.27M +1% 82
LC
3180
Lincoln Capital
Nebraska
$479M +$3.26M +0.7% 122
BA
3181
Bellwether Advisors
Nebraska
$479M -$80.5M -14% 533
SCM
3182
Silverarc Capital Management
Massachusetts
$479M +$31.4M +7% 82
TCOTS
3183
Trust Company of the South
North Carolina
$479M -$12.5M -3% 129
WCAMG
3184
Woodard & Company Asset Management Group
North Carolina
$479M +$14.6M +3% 149
RIS
3185
Retirement Income Solutions
Michigan
$478M -$17.7M -4% 157
MAP
3186
Moody Aldrich Partners
Massachusetts
$478M -$62.2M -12% 222
AWC
3187
Abundance Wealth Counselors
Pennsylvania
$478M +$18.1M +4% 158
TCA
3188
Trifecta Capital Advisors
Illinois
$477M -$29.1M -6% 437
CAM
3189
Creekmur Asset Management
Illinois
$477M +$40.5M +9% 1,029
IECM
3190
Intrinsic Edge Capital Management
Illinois
$477M -$261M -35% 108
AWA
3191
Artemis Wealth Advisors
New York
$477M -$83.9M -15% 37
DMC
3192
Drexel Morgan & Co
Pennsylvania
$476M -$8.28M -2% 56
JCP
3193
JB Capital Partners
New York
$476M -$46M -9% 81
QC
3194
Qalhat Capital
British Virgin Islands
$476M +$97.7M +26% 4
BTWM
3195
Brass Tax Wealth Management
Ohio
$476M +$884K +0.2% 221
ACGDR
3196
Atmos Capital Gestao de Recursos
Brazil
$476M +$14.9M +3% 12
HBCM
3197
Heron Bay Capital Management
Michigan
$476M -$2.9M -0.6% 133
FNBTCON
3198
First National Bank & Trust Co of Newtown
Pennsylvania
$476M -$3.45M -0.7% 139
SXL
3199
Summit X LLC
Missouri
$476M +$24.7M +5% 248
RP
3200
Rowlandmiller & Partners
Georgia
$475M -$3.34M -0.7% 194