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
WWM
2076
Western Wealth Management
Colorado
$744M +$62.5M +9% 548
HTI
2077
Hikari Tsushin Inc
Japan
$743M +$61M +9% 44
TSAM
2078
Trinity Street Asset Management
United Kingdom
$742M -$324M -30% 23
JAFL
2079
Jay A. Fishman Ltd
Michigan
$741M +$14.6M +2% 97
KPW
2080
Kore Private Wealth
New York
$741M +$91.5M +14% 395
FDCC
2081
Foster Dykema Cabot & Co
Massachusetts
$740M +$27.2M +4% 98
CIA
2082
CCM Investment Advisers
South Carolina
$739M +$49M +7% 72
TS
2083
Third Security
Virginia
$739M -$355M -32% 12
CA
2084
Callahan Advisors
Texas
$738M +$55.1M +8% 146
IG
2085
Ithaka Group
Virginia
$738M -$159M -18% 41
NAM
2086
North American Management
Massachusetts
$738M +$30.6M +4% 110
NCM
2087
Narwhal Capital Management
Georgia
$737M +$33.6M +5% 168
ALAM
2088
Asahi Life Asset Management
Japan
$737M -$45M -6% 257
TA
2089
TruWealth Advisors
Louisiana
$736M +$66.3M +10% 116
CCA
2090
Checchi Capital Advisers
California
$736M +$43M +6% 529
HR
2091
Howe & Rusling
New York
$736M +$78.2M +12% 1,048
SC
2092
Strategy Capital
California
$735M -$20.3M -3% 8
BCM
2093
Brigade Capital Management
New York
$733M +$213M +41% 82
RC
2094
Randolph Company
Ohio
$733M +$58.8M +9% 44
KGAMU
2095
KPS Global Asset Management (UK)
United Kingdom
$732M +$50.3M +7% 7
NIM
2096
Needham Investment Management
New York
$732M +$136M +23% 124
CRM
2097
Cardano Risk Management
Netherlands
$731M -$680K -0.1% 5
MHIC
2098
Marble Harbor Investment Counsel
Massachusetts
$731M +$51.7M +8% 189
LWA
2099
Lenox Wealth Advisors
New York
$729M +$26.2M +4% 794
EA
2100
Efficient Advisors
Ohio
$729M +$74M +11% 60