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
HWA
2151
Heartwood Wealth Advisors
Virginia
$639M +$61.2M +11% 134
WCM
2152
Wallace Capital Management
Texas
$638M +$38.1M +6% 67
OCM
2153
Olstein Capital Management
New York
$637M +$40.7M +7% 101
KP
2154
Keel Point
Alabama
$637M +$54.5M +9% 308
TIA
2155
Traphagen Investment Advisors
New Jersey
$637M +$91.5M +17% 147
PE
2156
PSG Equity
Massachusetts
$636M -$298M -32% 1
FFS
2157
Founders Financial Securities
Maryland
$636M +$70.4M +12% 337
DGAM
2158
Desjardins Global Asset Management
Quebec, Canada
$634M -$156M -20% 498
MSFS
2159
Main Street Financial Solutions
Pennsylvania
$634M +$27M +4% 474
VM
2160
Valor Management
Illinois
$634M +$113M +22% 4
RCIM
2161
Red Cedar Investment Management
Michigan
$634M +$48.6M +8% 92
HI
2162
Handelsinvest Investeringsforvaltning
Denmark
$634M -$3.17M -0.5% 121
RMC
2163
Resources Management Corp
Connecticut
$633M +$53.8M +9% 496
LWM
2164
Lyell Wealth Management
California
$633M +$45.9M +8% 204
ZIG
2165
Zuckerman Investment Group
Illinois
$633M +$100M +19% 140
TF
2166
Tompkins Financial
New York
$633M +$40.2M +7% 641
AAM
2167
Azzad Asset Management
Virginia
$633M -$363M -36% 410
GC
2168
GFG Capital
Florida
$632M +$330M +109% 149
GAM
2169
Gemmer Asset Management
California
$632M +$31.7M +5% 125
GAB
2170
German American Bancorp
Indiana
$632M +$55.4M +10% 121
SC
2171
Skylands Capital
Wisconsin
$631M +$22.7M +4% 157
BMM
2172
Berkshire Money Management
Massachusetts
$631M +$49.7M +9% 47
PHS
2173
Pekin Hardy Strauss
Illinois
$631M +$31.2M +5% 338
AP
2174
Arlington Partners
Alabama
$631M +$381M +153% 431
C
2175
Certuity
Florida
$631M +$200M +46% 235