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
BHWM
1426
Bar Harbor Wealth Management
New Hampshire
$742M -$172M -19% 289
KWM
1427
Kingsview Wealth Management
Oregon
$741M -$56.7M -7% 541
WM
1428
WS Management
Florida
$739M -$346M -32% 59
WMC
1429
Westwood Management Corporation
Illinois
$738M -$104M -12% 75
AC
1430
Avenir Corporation
Virginia
$738M -$246M -25% 74
MA
1431
Mutual Advisors
Nebraska
$737M -$203M -22% 657
AWS
1432
AJ Wealth Strategies
New York
$737M -$119M -14% 202
MPM
1433
Meritage Portfolio Management
Kansas
$737M -$400M -35% 255
SWM
1434
SigFig Wealth Management
California
$736M -$75.8M -9% 55
GAI
1435
General American Investors
New York
$736M -$353M -32% 77
FLII
1436
First Long Island Investors
New York
$736M -$158M -18% 75
MFG
1437
Magnus Financial Group
New York
$733M +$34.2M +5% 738
IC
1438
Immersion Capital
United Kingdom
$733M +$40.8M +6% 8
CDR
1439
Clayton Dubilier & Rice
New York
$731M -$627M -46% 9
CCT
1440
Country Club Trust
Missouri
$730M -$199M -21% 258
AWM
1441
Altium Wealth Management
New York
$729M -$107M -13% 373
WGI
1442
Westwood Global Investments
Massachusetts
$729M -$227M -24% 12
CPSAC
1443
Chas P. Smith & Associates (CPS)
Florida
$724M -$197M -21% 115
GC
1444
Gobi Capital
California
$724M +$27.7M +4% 15
IAM
1445
Impala Asset Management
Florida
$723M -$564M -44% 54
CAW
1446
Cornerstone Advisors (Washington)
Washington
$723M -$102M -12% 840
AMI
1447
Amica Mutual Insurance
Rhode Island
$723M -$45.6M -6% 329
AF
1448
Alerus Financial
North Dakota
$723M -$155M -18% 165
S
1449
Seeyond
France
$722M -$231M -24% 632
TIAAOA
1450
Teachers Insurance & Annuity Association of America
New York
$722M -$99.7M -12% 161