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
NCM
1851
Novare Capital Management
North Carolina
$587M +$19.2M +3% 163
YIA
1852
YHB Investment Advisors
Connecticut
$587M +$27.7M +5% 189
SE
1853
Summit Equities
New Jersey
$587M +$43.4M +8% 37
FMC
1854
First Merchants Corp
Indiana
$587M +$7.73M +1% 220
HA
1855
Halsey Associates
Connecticut
$585M +$78M +15% 107
PC
1856
Pier Capital
Connecticut
$585M +$8.52M +1% 133
MG
1857
Mitchell Group
Texas
$585M -$48.3M -8% 29
MWM
1858
Mission Wealth Management
California
$584M +$38.9M +7% 243
OWD
1859
Osborn Williams & Donohoe
Ohio
$584M +$29.2M +5% 231
WDA
1860
Wendell David Associates
New Hampshire
$584M +$17.8M +3% 158
ZB
1861
Zions Bancorporation
Utah
$583M -$112M -16% 1,092
VOAM
1862
Vertex One Asset Management
British Columbia, Canada
$582M -$31.1M -5% 140
TS
1863
Twin Securities
New York
$581M -$48.8M -8% 23
BCM
1864
BTC Capital Management
Iowa
$581M +$22M +4% 185
MP
1865
MSD Partners
New York
$580M -$504M -46% 37
ALS
1866
Andrew L. Share
$580M -$282M -33% 2
OP
1867
Omni Partners
United Kingdom
$579M -$204M -26% 42
AIL
1868
AGF Investments LLC
Ontario, Canada
$579M +$128M +28% 852
MLM
1869
Mount Lucas Management
Pennsylvania
$579M +$24.3M +4% 103
BGDI
1870
BW Gestao de Investimentos
Brazil
$578M +$86.6M +18% 106
NSEDCP
1871
NJ State Employees Deferred Compensation Plan
New Jersey
$578M +$26.3M +5% 506
FANJ
1872
Financial Architects (New Jersey)
New Jersey
$577M +$31.8M +6% 1,546
TPWA
1873
TRUE Private Wealth Advisors
Oregon
$577M +$133M +30% 224
JIC
1874
Joel Isaacson & Co
New York
$576M +$29.7M +5% 198
ST
1875
Sageworth Trust
Pennsylvania
$575M +$43.4M +8% 173