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
JWA
1651
JFS Wealth Advisors
Pennsylvania
$912M -$35.3M -4% 2,004
JC
1652
JB Capital
Connecticut
$911M -$21.3M -2% 239
NWM
1653
Nicola Wealth Management
British Columbia, Canada
$911M -$137M -13% 148
ADL
1654
Asset Dedication LLC
California
$911M +$238M +35% 1,035
ACP
1655
Atalan Capital Partners
New York
$909M -$118M -11% 14
KGI
1656
Kopernik Global Investors
Florida
$908M +$44.3M +5% 37
SFG
1657
Sather Financial Group
Texas
$908M -$55.9M -6% 85
NCMU
1658
NAYA Capital Management (UK)
United Kingdom
$907M -$409M -31% 20
PFM
1659
Phillips Financial Management
Indiana
$907M -$15.3M -2% 224
FM
1660
Forward Management
California
$907M -$9.4M -1% 36
AVLSA
1661
Atlas Venture Life Science Advisors
Massachusetts
$906M +$308M +51% 17
VC
1662
Vivo Capital
California
$906M -$90.1M -9% 54
MHS
1663
M Holdings Securities
Oregon
$905M -$82.9M -8% 461
OC
1664
Oakworth Capital
Alabama
$904M -$90M -9% 586
AC
1665
Antara Capital
New York
$904M -$63.3M -7% 290
CA
1666
CSM Advisors
Pennsylvania
$902M -$177M -16% 131
RCAG
1667
Rehmann Capital Advisory Group
Michigan
$902M -$7.01M -0.8% 556
PM
1668
Pembroke Management
Quebec, Canada
$901M -$66.3M -7% 68
FLII
1669
First Long Island Investors
New York
$901M -$61.1M -6% 58
FWP
1670
FAS Wealth Partners
Kansas
$900M -$49.4M -5% 426
YIA
1671
YHB Investment Advisors
Connecticut
$899M -$49M -5% 292
MA
1672
MCF Advisors
Kentucky
$899M -$48.7M -5% 897
PCA
1673
Pallas Capital Advisors
Massachusetts
$898M +$172M +24% 265
CWM
1674
Cornerstone Wealth Management
Missouri
$898M -$3.97M -0.4% 467
IECM
1675
Intrinsic Edge Capital Management
Illinois
$898M -$217M -19% 207