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
HIA
2226
Harbor Investment Advisory
Maryland
$664M +$40.1M +6% 1,350
OHM
2227
Ordinal Holdings ManageCo
New York
$663M +$126M +23% 1
TIM
2228
Thompson Investment Management
Wisconsin
$662M +$74.4M +13% 203
BA
2229
Bristlecone Advisors
Washington
$662M +$33.3M +5% 210
AHB
2230
Abner Herrman & Brock
New Jersey
$662M +$19.6M +3% 120
RMC
2231
Resources Management Corp
Connecticut
$661M +$39.8M +6% 525
VPIM
2232
Vanguard Personalized Indexing Management
California
$661M +$201M +44% 745
LWAC
2233
Laurel Wealth Advisors (California)
California
$661M -$20.1M -3% 499
CB
2234
Cadence Bank
Mississippi
$659M +$21.1M +3% 227
ECM
2235
Engle Capital Management
Connecticut
$659M -$36.9M -5% 31
NGA
2236
Naples Global Advisors
Florida
$658M +$66.6M +11% 376
CCG
2237
Clearlake Capital Group
California
$657M +$86.5M +15% 8
HIC
2238
Hartline Investment Corp
Illinois
$657M -$40.2M -6% 126
GS
2239
Gagnon Securities
New York
$657M +$28.6M +5% 118
IR
2240
IAT Reinsurance
New York
$657M +$168M +34% 110
AIM
2241
Anchor Investment Management
South Carolina
$656M +$101M +18% 1,019
GL
2242
Graypoint LLC
New York
$656M +$80.3M +14% 235
WIC
2243
Whitegate Investment Counselors
New Hampshire
$656M +$38.2M +6% 217
HT
2244
Heritage Trust
Oklahoma
$656M +$38.5M +6% 238
HS
2245
Hazelview Securities
Ontario, Canada
$656M +$96.6M +17% 36
BCM
2246
Bowie Capital Management
Texas
$655M +$43.4M +7% 40
PCC
2247
Perry Creek Capital
New York
$655M +$19.9M +3% 27
BDWM
2248
Brewin Dolphin Wealth Management
Ireland
$655M +$60.5M +10% 328
PAS
2249
Professional Advisory Services
Florida
$653M +$30.9M +5% 73
WJA
2250
Willis Johnson & Associates
Texas
$653M +$53.7M +9% 96