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
SFO
2151
Stokes Family Office
Louisiana
$914M +$61.3M +7% 240
MHIC
2152
Marble Harbor Investment Counsel
Massachusetts
$914M +$64.2M +8% 212
MAWA
2153
Moss Adams Wealth Advisors
Washington
$913M +$195M +27% 221
TI
2154
Trigran Investments
Illinois
$913M -$42.8M -4% 21
PCMF
2155
Private Capital Management (Florida)
Florida
$913M +$70.1M +8% 139
PCA
2156
Private Capital Advisors
Connecticut
$913M +$15.4M +2% 90
BI
2157
Bramshill Investments
Florida
$913M -$6.08M -0.7% 198
VFP
2158
Verus Financial Partners
Virginia
$913M +$52.8M +6% 103
SIA
2159
Strategic Investment Advisors
Michigan
$913M +$92.5M +11% 246
LM
2160
Lincluden Management
Ontario, Canada
$913M +$92.6M +11% 73
CIPU
2161
Caledonia Investments plc (UK)
United Kingdom
$912M +$80.7M +10% 14
TCM
2162
Teza Capital Management
Illinois
$911M +$95.7M +12% 784
DE
2163
Diversified Enterprises
Delaware
$911M 229
D
2164
Diversified
Delaware
$911M +$59.8M +7% 237
WCF
2165
West Coast Financial
California
$909M +$65.1M +8% 177
RWM
2166
Rockwood Wealth Management
Pennsylvania
$909M +$87.5M +11% 93
NFG
2167
Nadler Financial Group
Illinois
$907M +$56.3M +7% 125
CUAMC
2168
China Universal Asset Management Company
China
$907M +$198M +28% 435
KTA
2169
Keeley-Teton Advisors
Illinois
$907M +$126M +16% 387
EC
2170
Euclidean Capital
New York
$907M +$111M +14% 12
WA
2171
WFM Asia
British Virgin Islands
$905M +$163M +22% 8
MC
2172
Middleton & Co
Massachusetts
$905M +$44.3M +5% 172
NA
2173
Nottingham Advisors
New York
$904M +$60.8M +7% 174
SAA
2174
Southeast Asset Advisors
Georgia
$904M +$72.4M +9% 172
HVIA
2175
Hudson Valley Investment Advisors
New York
$904M +$134M +17% 193