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
AWM
1626
Avior Wealth Management
Nebraska
$990M -$170M -15% 1,291
LDB
1627
Lee, Danner & Bass
Tennessee
$990M -$184M -16% 214
AWA
1628
Arete Wealth Advisors
Illinois
$989M -$205M -17% 587
MHS
1629
M Holdings Securities
Oregon
$988M -$333M -25% 521
KCM
1630
Kanawha Capital Management
Virginia
$987M -$152M -13% 202
GGS
1631
Galvin Gaustad & Stein
Arizona
$986M -$123M -11% 182
DWT
1632
Dorsey & Whitney Trust
South Dakota
$985M -$158M -14% 596
MAM
1633
Melqart Asset Management
United Kingdom
$985M -$412M -30% 87
PHAM
1634
Pacific Heights Asset Management
California
$983M -$188M -16% 83
FAB
1635
First American Bank
Illinois
$982M -$199M -17% 169
TF
1636
Trek Financial
Arizona
$980M -$170M -15% 276
AFM
1637
Anson Funds Management
Texas
$980M -$36.6M -4% 399
SBCM
1638
Schwerin Boyle Capital Management
Massachusetts
$980M -$220M -18% 48
LWAC
1639
Laurel Wealth Advisors (California)
California
$980M -$229M -19% 772
AUB
1640
Atlantic Union Bankshares
Virginia
$978M -$164M -14% 265
BONST
1641
Bank of Nova Scotia Trust
Ontario, Canada
$977M -$171M -15% 146
AIM
1642
Avity Investment Management
Connecticut
$974M -$167M -15% 94
PTC
1643
Philadelphia Trust Company
Pennsylvania
$974M -$293M -23% 254
AWG
1644
Alpha Wave Global
New York
$973M -$137M -12% 143
SBWIC
1645
Schaper Benz & Wise Investment Counsel
Wisconsin
$972M -$188M -16% 153
HM
1646
HealthCor Management
New York
$972M -$474M -33% 77
MIAS
1647
Mason Investment Advisory Services
Virginia
$971M -$188M -16% 101
NIM
1648
NXG Investment Management
Texas
$971M -$145M -13% 101
BCM
1649
Beryl Capital Management
California
$968M -$682M -41% 288
AC
1650
Antara Capital
New York
$967M -$311M -24% 277