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
AAIM
1801
American Assets Investment Management
California
$624M -$2.46M -0.4% 184
MIAS
1802
Mason Investment Advisory Services
Virginia
$624M +$22.8M +4% 87
CAMG
1803
CWA Asset Management Group
Florida
$623M +$39.8M +7% 254
MTC
1804
McDaniel Terry & Co
Texas
$623M +$19.8M +3% 82
NCGI
1805
Next Century Growth Investors
Minnesota
$621M -$181M -23% 143
DAC
1806
Dividend Assets Capital
South Carolina
$621M -$10.4M -2% 192
CM
1807
Crestline Management
Texas
$621M -$122M -16% 126
CI
1808
CX Institutional
Indiana
$619M -$11.3M -2% 1,000
SOAMC
1809
Spirit of America Management Corp
New York
$618M -$47.5M -7% 244
CC
1810
Cadinha & Co
Hawaii
$618M +$64.9M +12% 122
ECM
1811
Everence Capital Management
Indiana
$617M +$12.2M +2% 677
DBT
1812
Dubuque Bank & Trust
Iowa
$617M -$2.69M -0.4% 182
VAS
1813
Vestmark Advisory Solutions
Massachusetts
$617M +$32.4M +6% 591
JC
1814
Jacobs & Co
California
$617M -$2.92M -0.5% 139
ALAM
1815
Asahi Life Asset Management
Japan
$616M +$116M +23% 291
AOWM
1816
Alpha Omega Wealth Management
Virginia
$616M +$381M +162% 666
RWM
1817
Ritholtz Wealth Management
New York
$616M +$30.3M +5% 140
AEPI
1818
AH Equity Partners III
California
$616M -$376M -38% 3
WSCM
1819
Wellington Shields Capital Management
New York
$615M +$11.1M +2% 296
MA
1820
MCF Advisors
Kentucky
$614M +$9.61M +2% 475
AAA
1821
Adams Asset Advisors
Texas
$614M -$33.6M -5% 111
CFIA
1822
Cantor Fitzgerald Investment Advisors
New York
$614M -$25.6M -4% 58
AT
1823
Arden Trust
Delaware
$613M +$21.4M +4% 383
CCMD
1824
Cypress Capital Management (Delaware)
Delaware
$612M +$36M +6% 172
WTB
1825
Washington Trust Bank
Washington
$611M -$3.75M -0.6% 198