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
AIA
2251
Alera Investment Advisors
Illinois
$851M +$19.8M +2% 313
MRL
2252
Mantle Ridge LP
New York
$851M -$441M -34% 1
CT
2253
Coastline Trust
Rhode Island
$851M -$3.02M -0.4% 455
CF
2254
Clarity Financial
Texas
$851M +$186M +28% 157
FC
2255
FORA Capital
Florida
$850M +$30.2M +4% 607
LSA
2256
Leonteq Securities AG
Switzerland
$850M +$129M +18% 1,218
IHAM
2257
Integral Health Asset Management
New York
$849M -$155M -15% 100
PIS
2258
PPSC Investment Service
Japan
$849M +$101M +14% 6
ANBT
2259
American National Bank & Trust
Texas
$848M +$45.4M +6% 592
GP
2260
Galileo PTC
British Virgin Islands
$848M -$483M -36% 7
NG
2261
Norden Group
Utah
$847M +$353M +71% 534
BFS
2262
Bard Financial Services
Connecticut
$847M -$120M -12% 237
SWC
2263
Spectrum Wealth Counsel
Indiana
$847M +$56.6M +7% 440
TFA
2264
Toth Financial Advisory
Virginia
$847M +$60M +8% 785
8KM
2265
8 Knots Management
Texas
$847M -$189M -18% 25
BB
2266
Bell Bank
North Dakota
$845M -$344M -29% 197
SAM
2267
Southernsun Asset Management
Tennessee
$844M +$14.6M +2% 30
FFP
2268
FourThought Financial Partners
Florida
$843M +$65.7M +8% 182
KA
2269
KLCM Advisors
Wisconsin
$843M +$33.1M +4% 177
DG
2270
Discerene Group
Connecticut
$843M +$191M +29% 12
AFG
2271
Argent Financial Group
Louisiana
$842M 300
NSEDCP
2272
NJ State Employees Deferred Compensation Plan
New Jersey
$842M +$37.8M +5% 483
IP
2273
Isthmus Partners
Wisconsin
$842M -$7.49M -0.9% 206
FCP
2274
Fidelis Capital Partners
Florida
$840M +$137M +20% 429
AWA
2275
Aaron Wealth Advisors
Illinois
$840M +$119M +17% 434