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
UAS
1926
United Asset Strategies
New York
$1.01B +$11.9M +1% 249
WTB
1927
Washington Trust Bank
Washington
$1.01B -$38M -4% 226
ACM
1928
Analog Century Management
New York
$1.01B +$292M +41% 25
KCMH
1929
Kontiki Capital Management (HK)
Hong Kong
$1.01B +$100M +11% 9
AMI
1930
Amica Mutual Insurance
Rhode Island
$1.01B +$25M +3% 134
AC
1931
AltraVue Capital
Washington
$1.01B +$83.8M +9% 29
SCM
1932
SIR Capital Management
New York
$1.01B +$12.5M +1% 93
IHAM
1933
Integral Health Asset Management
New York
$1B -$14M -1% 99
PO
1934
Paradigm Operations
California
$1B -$194M -16% 1
CAM
1935
Cozad Asset Management
Illinois
$1B +$41.6M +4% 411
HHAA
1936
Henry H. Armstrong Associates
Pennsylvania
$1B -$25.9M -3% 61
RW
1937
RVW Wealth
California
$1B +$28.9M +3% 159
PLFA
1938
Pacific Life Fund Advisors
California
$1B -$17.2M -2% 24
VC
1939
Voss Capital
Texas
$1B -$209M -17% 40
PMFA
1940
Plante Moran Financial Advisors
Michigan
$1B +$69.5M +7% 919
AI
1941
Atom Investors
Texas
$1B +$204M +26% 716
JLBC
1942
J.L. Bainbridge & Co
Florida
$1,000M +$60.3M +6% 92
BSB
1943
Bangor Savings Bank
Maine
$1,000M +$21.9M +2% 532
FAT
1944
First American Trust
California
$998M +$43.7M +5% 229
MW
1945
Marcum Wealth
Ohio
$998M +$11.3M +1% 422
NGA
1946
Naples Global Advisors
Florida
$997M +$19.6M +2% 413
NCM
1947
Nantahala Capital Management
Connecticut
$996M -$25M -2% 137
HR
1948
Hardy Reed
Mississippi
$996M +$191M +24% 237
WHCM
1949
Wolf Hill Capital Management
Connecticut
$995M -$523M -34% 34
XF
1950
XML Financial
Maryland
$994M +$17.2M +2% 354