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
AHB
2251
Abner Herrman & Brock
New Jersey
$710M -$5.85M -0.8% 108
MAA
2252
Matrix Asset Advisors
New York
$710M +$14.4M +2% 85
KCM
2253
Karp Capital Management
California
$709M +$34.2M +5% 188
WP
2254
Wedgewood Partners
Missouri
$709M +$19.2M +3% 41
DP
2255
Dundas Partners
United Kingdom
$709M +$19.5M +3% 56
AH
2256
Aviva Holdings
Bahamas
$709M -$15M -2% 5
SB
2257
Sunflower Bank
Texas
$709M +$58.2M +9% 216
HPWM
2258
Highland Private Wealth Management
Washington
$708M +$32.6M +5% 179
KIP
2259
Kayak Investment Partners
California
$707M -$123M -15% 34
PCC
2260
Perry Creek Capital
New York
$706M -$36.9M -5% 27
WIC
2261
Whitegate Investment Counselors
New Hampshire
$705M -$1.2M -0.2% 232
FTDI
2262
First Trust Direct Indexing
Massachusetts
$704M +$33.8M +5% 693
TWM
2263
Tradition Wealth Management
Minnesota
$703M +$34.7M +5% 1,244
FMBTD
2264
First Midwest Bank Trust Division
Illinois
$702M -$41.4M -6% 392
FCM
2265
Freshford Capital Management
New York
$702M -$34.4M -5% 21
CC
2266
Criteria Caixa
Spain
$701M +$26.4M +4% 25
MIM
2267
Merewether Investment Management
Texas
$701M +$132M +23% 46
CEI
2268
Clark Estates Inc
New York
$701M -$65M -8% 102
RIM
2269
Redwood Investment Management
Arizona
$701M +$88.8M +15% 320
CC
2270
Cadinha & Co
Hawaii
$700M -$43.3M -6% 129
BIM
2271
Bridgecreek Investment Management
Oklahoma
$700M +$11.8M +2% 112
HAM
2272
Hillcrest Asset Management
Texas
$699M -$40.7M -5% 62
LI
2273
LVZ Inc
Michigan
$699M +$19.2M +3% 109
PHS
2274
Pekin Hardy Strauss
Illinois
$697M -$18.1M -3% 349
AA
2275
Apriem Advisors
California
$697M +$26.9M +4% 155