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
AOWM
2426
Alpha Omega Wealth Management
Virginia
$572M -$18.9M -3% 221
BMM
2427
Berkshire Money Management
Massachusetts
$572M +$29.8M +6% 34
BCM
2428
Bronte Capital Management
Australia
$571M +$53.9M +10% 17
AAP
2429
Ardsley Advisory Partners
Connecticut
$571M +$61.2M +12% 162
WC
2430
Whitney & Co
New York
$570M -$49.9M -8% 126
RWA
2431
Ropes Wealth Advisors
Massachusetts
$570M -$74.6M -12% 885
SAMH
2432
Shanda Asset Management Holdings
British Virgin Islands
$569M -$13.2M -2% 49
EF
2433
Empirical Finance
Pennsylvania
$569M $0 0% 325
MDSL
2434
M.D. Sass LLC
New York
$568M +$101M +22% 39
IEFM
2435
IQ EQ Fund Management
Ireland
$568M +$136M +31% 255
ACG
2436
Arch Capital Group
Bermuda
$568M -$64.7M -10% 22
NAH
2437
Neumann Advisory (HK)
Hong Kong
$568M +$39.1M +7% 11
FWI
2438
Facet Wealth Inc
Maryland
$567M +$139M +32% 50
PL
2439
Parkwood LLC
Ohio
$566M -$34.5M -6% 137
NGM
2440
North Growth Management
British Columbia, Canada
$564M +$75.9M +16% 51
ST
2441
Sentinel Trust
Texas
$564M -$8.73M -2% 78
PO
2442
Private Ocean
California
$563M +$67.3M +14% 638
VCM
2443
Vision Capital Management
Oregon
$562M +$24M +4% 107
GG
2444
Greenwood Gearhart
Arkansas
$562M +$48.1M +9% 83
HCM
2445
Howard Capital Management
Georgia
$562M +$59.8M +12% 54
FWM
2446
Focused Wealth Management
New York
$562M +$48.7M +9% 955
MSFS
2447
Main Street Financial Solutions
Pennsylvania
$562M +$72.5M +15% 429
LOIM
2448
Liberty One Investment Management
Illinois
$561M +$29.3M +5% 146
OMC
2449
Oasis Management Company
Cayman Islands
$561M +$35.9M +7% 72
EI
2450
Ethic Inc
New York
$561M +$183M +48% 505