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
1801
JFS Wealth Advisors
Pennsylvania
$974M +$305M +45% 856
PFC
1802
Poplar Forest Capital
California
$974M -$44M -4% 91
EAM
1803
Evanson Asset Management
California
$974M +$12.5M +1% 287
CCFCSB
1804
Cape Cod Five Cents Savings Bank
Massachusetts
$974M +$5.12M +0.5% 182
PPC
1805
Park Presidio Capital
California
$972M -$72M -7% 15
NWM
1806
Nicola Wealth Management
British Columbia, Canada
$972M -$3.43M -0.4% 121
VWA
1807
Visionary Wealth Advisors
Illinois
$971M -$23.6M -2% 358
DIC
1808
Deer IX & Co
New York
$971M -$134M -12% 7
BCP
1809
BSN Capital Partners
United Kingdom
$971M +$473M +95% 5
MIAS
1810
Mason Investment Advisory Services
Virginia
$969M -$20.2M -2% 99
KI
1811
Koch Industries
Kansas
$968M +$719M +289% 10
ECG
1812
EPIQ Capital Group
California
$968M +$10.4M +1% 66
LNB
1813
Ledyard National Bank
$967M -$9.61M -1% 244
GC
1814
Garde Capital
Washington
$967M -$200K -0% 287
SGAM
1815
Stephens Group Asset Management
Arkansas
$967M -$428K -0% 24
PFM
1816
Phillips Financial Management
Indiana
$966M -$4.31M -0.4% 91
PC
1817
Pier Capital
Connecticut
$965M -$32.4M -3% 124
TNB
1818
Thomasville National Bank
Georgia
$965M +$21M +2% 224
GCAC
1819
Guardian Capital Advisors (Canada)
Ontario, Canada
$963M -$12.7M -1% 178
TF
1820
Trek Financial
Arizona
$963M +$32.8M +4% 264
BSB
1821
Bangor Savings Bank
Maine
$963M +$71.8M +8% 199
LFAS
1822
Level Four Advisory Services
Texas
$962M -$485M -34% 677
TAM
1823
Taurus Asset Management
New York
$961M +$3.43M +0.4% 97
AHC
1824
Adell Harriman & Carpenter
Texas
$960M +$10.3M +1% 183
MAM
1825
Myriad Asset Management
Hong Kong
$960M -$354M -27% 208