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
ARMC
2426
American Research & Management Company
Massachusetts
$260M +$22M +9% 392
WA
2427
WealthTrust Axiom
Pennsylvania
$260M +$6.71M +3% 233
VV
2428
Verity & Verity
South Carolina
$260M +$24.2M +10% 76
I2I
2429
Insight 2811 Inc
Illinois
$260M +$5.25M +2% 123
AUB
2430
Atlantic Union Bankshares
Virginia
$260M +$18.8M +8% 142
MIM
2431
Miller Investment Management
Pennsylvania
$259M +$30.2M +13% 70
IC
2432
Immersion Capital
United Kingdom
$259M +$80.8M +45% 6
PBT
2433
Pictet Bank & Trust
Bahamas
$259M -$15.3M -6% 90
SFG
2434
SNS Financial Group
Minnesota
$259M +$2.96M +1% 127
IWMPD
2435
Integrated Wealth Management (Palm Desert)
California
$259M +$22.1M +9% 1,532
ICM
2436
Indaba Capital Management
California
$259M -$31.1M -11% 22
FC
2437
Forte Capital
New York
$259M +$31.3M +14% 157
3I
2438
3I Investments
United Kingdom
$259M -$146M -36% 1
CM
2439
Capital Management
Virginia
$258M -$624K -0.2% 90
HJA
2440
Hugh Johnson Advisors
New York
$258M +$4.11M +2% 90
OIA
2441
Optimum Investment Advisors
Illinois
$258M +$3.82M +2% 292
GA
2442
Gateway Advisory
New Jersey
$258M +$45M +21% 47
EAM
2443
Exane Asset Management
France
$258M +$65.7M +34% 40
DW
2444
Domani Wealth
Pennsylvania
$258M -$7.02M -3% 120
SFG
2445
Sather Financial Group
Texas
$257M +$8.73M +4% 45
TRIM
2446
Thompson Rubinstein Investment Management
Oregon
$257M +$11.7M +5% 78
BIA
2447
Barry Investment Advisors
Massachusetts
$257M -$57.3M -18% 78
WA
2448
WBH Advisory
Maryland
$257M -$41.9M -14% 208
QOP
2449
Quinn Opportunity Partners
Virginia
$257M -$4.19M -2% 134
MCM
2450
Moon Capital Management
New York
$257M +$35.7M +16% 36