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
TWM
1926
Tradition Wealth Management
Minnesota
$856M +$52.5M +7% 1,428
WWA
1927
WCG Wealth Advisors
Nevada
$856M +$75.8M +10% 190
IAM
1928
Ion Asset Management
Israel
$856M -$96.9M -10% 42
AIP
1929
ARS Investment Partners
New York
$856M +$22.9M +3% 171
SC
1930
Styrax Capital
New York
$855M +$215M +34% 19
WCM
1931
Wealthcare Capital Management
Virginia
$854M +$34.3M +4% 78
MICM
1932
Matthews International Capital Management
California
$854M -$149M -15% 51
NGA
1933
Naples Global Advisors
Florida
$852M +$50.4M +6% 404
MW
1934
Marcum Wealth
Ohio
$852M +$50.5M +6% 429
NCM
1935
Narwhal Capital Management
Georgia
$851M +$51.5M +6% 175
FDCC
1936
Foster Dykema Cabot & Co
Massachusetts
$850M +$72.7M +9% 393
AC
1937
AltraVue Capital
Washington
$850M +$17.3M +2% 30
LNWTC
1938
Laird Norton Wetherby Trust Company
Washington
$850M +$48.9M +6% 123
CFD
1939
Creative Financial Designs
Indiana
$850M +$86M +11% 1,537
PAM
1940
PSquared Asset Management
Switzerland
$849M +$155M +22% 18
BFC
1941
Banc Funds Company
Illinois
$849M -$87.3M -9% 159
NSGL
1942
No Street GP LP
California
$848M +$64.5M +8% 34
WC
1943
Woodstock Corp
Massachusetts
$847M +$63.3M +8% 174
RW
1944
RVW Wealth
California
$847M +$40.9M +5% 163
TCM
1945
Tran Capital Management
California
$847M +$45.2M +6% 42
NL
1946
NEPC LLC
Massachusetts
$847M +$518M +157% 40
BRIM
1947
Broad Run Investment Management
Virginia
$845M +$6.13M +0.7% 26
RWM
1948
RKL Wealth Management
Pennsylvania
$845M +$53.3M +7% 137
PMFA
1949
Plante Moran Financial Advisors
Michigan
$845M +$113M +15% 919
KA
1950
Kintegral Advisory
New York
$844M +$70M +9% 265