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
YIA
1851
YHB Investment Advisors
Connecticut
$587M +$27.7M +5% 189
SE
1852
Summit Equities
New Jersey
$587M +$43.4M +8% 37
FMC
1853
First Merchants Corp
Indiana
$587M +$7.73M +1% 220
HA
1854
Halsey Associates
Connecticut
$585M +$78M +15% 107
PC
1855
Pier Capital
Connecticut
$585M +$8.52M +1% 133
MG
1856
Mitchell Group
Texas
$585M -$48.3M -8% 29
MWM
1857
Mission Wealth Management
California
$584M +$38.9M +7% 243
OWD
1858
Osborn Williams & Donohoe
Ohio
$584M +$29.2M +5% 231
WDA
1859
Wendell David Associates
New Hampshire
$584M +$17.8M +3% 158
ZB
1860
Zions Bancorporation
Utah
$583M -$112M -16% 1,092
VOAM
1861
Vertex One Asset Management
British Columbia, Canada
$582M -$31.1M -5% 140
TS
1862
Twin Securities
New York
$581M -$48.8M -8% 23
BCM
1863
BTC Capital Management
Iowa
$581M +$22M +4% 185
MP
1864
MSD Partners
New York
$580M -$504M -46% 37
ALS
1865
Andrew L. Share
$580M -$282M -33% 2
OP
1866
Omni Partners
United Kingdom
$579M -$204M -26% 42
AIL
1867
AGF Investments LLC
Ontario, Canada
$579M +$128M +28% 852
MLM
1868
Mount Lucas Management
Pennsylvania
$579M +$24.3M +4% 103
BGDI
1869
BW Gestao de Investimentos
Brazil
$578M +$86.6M +18% 106
NSEDCP
1870
NJ State Employees Deferred Compensation Plan
New Jersey
$578M +$26.3M +5% 506
FANJ
1871
Financial Architects (New Jersey)
New Jersey
$577M +$31.8M +6% 1,546
TPWA
1872
TRUE Private Wealth Advisors
Oregon
$577M +$133M +30% 224
JIC
1873
Joel Isaacson & Co
New York
$576M +$29.7M +5% 198
ST
1874
Sageworth Trust
Pennsylvania
$575M +$43.4M +8% 173
IECM
1875
Intrinsic Edge Capital Management
Illinois
$575M +$67.2M +13% 183