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
MFW
2401
Meristem Family Wealth
Minnesota
$255M +$64.5M +34% 117
SNT
2402
Security National Trust
West Virginia
$255M -$1.94M -0.8% 512
JA
2403
JOYN Advisors
Georgia
$255M -$3.24M -1% 34
HC
2404
Hawkins Capital
Texas
$254M +$40.8M +19% 25
SFI
2405
SPC Financial Inc
Maryland
$254M +$21.6M +9% 111
NBC
2406
Neuberger Berman Canada
Ontario, Canada
$254M +$25.8M +11% 211
MCM
2407
MV Capital Management
Maryland
$254M +$33.9M +15% 310
NAM
2408
NTV Asset Management
West Virginia
$253M -$54.3M -18% 203
HCM
2409
Harvey Capital Management
Florida
$253M +$2.66M +1% 85
MWM
2410
Modera Wealth Management
New Jersey
$253M +$13.1M +5% 83
SLCM
2411
Seven Locks Capital Management
New York
$253M -$41M -14% 33
JWM
2412
Jackson Wealth Management
Florida
$253M -$26.1M -9% 127
CANC
2413
Culbertson A N & Co
Virginia
$253M +$15.9M +7% 83
IFS
2414
Ifrah Financial Services
Arkansas
$253M +$4.72M +2% 206
CC
2415
Callan Capital
California
$253M +$68.5M +37% 68
BHMP
2416
Bardin Hill Management Partners
New York
$253M -$133M -35% 68
TWM
2417
Tanglewood Wealth Management
Texas
$252M +$13.1M +5% 11
RC
2418
Roundview Capital
New Jersey
$252M +$19.2M +8% 177
MIS
2419
Man Investments (Switzerland)
Switzerland
$252M +$48.6M +24% 75
WA
2420
WealthTrust Axiom
Pennsylvania
$252M +$11.6M +5% 236
TCM
2421
Tang Capital Management
California
$252M -$19.2M -7% 6
NEPWA
2422
New England Private Wealth Advisors
Massachusetts
$252M +$17.4M +7% 130
CAM
2423
CG Asset Management
New York
$252M +$15M +6% 131
CCM
2424
Coe Capital Management
Illinois
$251M -$19M -7% 276
CIC
2425
Chase Investment Counsel
Virginia
$251M +$3.47M +1% 104