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
PWM
1801
Perigon Wealth Management
California
$713M +$84.4M +13% 386
RA
1802
RFG Advisory
Alabama
$713M +$69.6M +11% 428
MM
1803
Main Management
California
$712M +$80M +13% 133
PNAA
1804
Pictet North America Advisors
Switzerland
$711M +$13.3M +2% 127
NCM
1805
Novare Capital Management
North Carolina
$710M +$41.2M +6% 140
VWA
1806
Visionary Wealth Advisors
Illinois
$710M +$53.1M +8% 271
JHP
1807
James Hambro & Partners
United Kingdom
$709M +$63M +10% 62
AOWM
1808
Alpha Omega Wealth Management
Virginia
$708M +$50.4M +8% 203
BCH
1809
Berkshire Capital Holdings
California
$707M +$156M +28% 71
CIC
1810
Cornercap Investment Counsel
Georgia
$707M +$87.9M +14% 566
MTC
1811
McDaniel Terry & Co
Texas
$707M +$50.1M +8% 83
VC
1812
Vestor Capital
Illinois
$706M 133
BFIM
1813
Beese Fulmer Investment Management
Ohio
$706M +$27.5M +4% 619
GIM
1814
Grassi Investment Management
California
$706M +$11.8M +2% 136
TCP
1815
ThornTree Capital Partners
Massachusetts
$705M +$79.4M +13% 31
VC
1816
Vicus Capital
Pennsylvania
$705M +$46.8M +7% 224
ZB
1817
Zions Bancorporation
Utah
$704M +$16.1M +2% 1,076
IL
1818
Investure LLC
Virginia
$702M +$128M +22% 13
LF
1819
Lannebo Fonder
Sweden
$702M +$114M +19% 39
NWM
1820
Nicola Wealth Management
British Columbia, Canada
$702M -$20.3M -3% 123
SC
1821
Strategy Capital
California
$702M +$81.5M +13% 8
AWM
1822
Avior Wealth Management
Nebraska
$701M +$62.4M +10% 1,067
EIM
1823
Essex Investment Management
Massachusetts
$699M +$88.7M +15% 520
MIAS
1824
Mason Investment Advisory Services
Virginia
$697M +$23.8M +4% 79
OPFM
1825
Optimus Prime Fund Management
Cayman Islands
$695M +$103M +17% 39