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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
AWP
2551
Ascent Wealth Partners
New York
$860M -$8.67M -1% 1.01% 94.4% 203 17.24%
JPC
2552
Jabodon PT Co
Nevada
$860M +$105M +14% 3.18% 61.9% 8 25%
BCM
2553
Benchstone Capital Management
New York
$860M -$68.9M -7% 2.79% 61 63.93%
OAM
2554
Ophir Asset Management
Australia
$859M -$33M -4% 13.1% 167% 45 53.33%
NOCM
2555
Night Owl Capital Management
Connecticut
$858M -$54.4M -6% 2.98% 150% 30 3.33%
TIM
2556
Total Investment Management
Arizona
$858M +$78.4M +10% 1.23% 29.5% 94 12.77%
USGIU
2557
U.S. Global Investors (USGI)
Texas
$858M -$76.4M -8% 4.7% 119% 158 32.91%
FWM
2558
Foguth Wealth Management
Michigan
$857M +$212M +33% 1.45% 222 26.13%
QIM
2559
Quest Investment Management
Oregon
$857M -$71M -8% 3.47% 81.3% 141 21.99%
SLT
2560
St Louis Trust
Missouri
$856M -$15.6M -2% 0.87% 71.4% 151 7.28%
CIPU
2561
Caledonia Investments plc (UK)
United Kingdom
$856M -$46.4M -5% 3.93% 48.7% 15 0%
BIM
2562
Baldwin Investment Management
Pennsylvania
$856M -$30.1M -3% 2.17% 74.8% 216 6.94%
VCM
2563
Violich Capital Management
California
$855M -$40.6M -5% 1.82% 100% 124 12.9%
ACP
2564
Aviance Capital Partners
Florida
$854M -$13.6M -2% 0.83% 98.2% 382 9.16%
GIP
2565
Greatmark Investment Partners
Georgia
$854M +$8.15M +1% 1.56% 62% 153 11.76%
FWA
2566
FORM Wealth Advisors
Wisconsin
$854M -$613K -0.1% 1.36% 61 8.2%
AWM
2567
Absher Wealth Management
North Carolina
$853M +$9.89M +1% 0.59% 52.3% 78 16.67%
USAA
2568
United Services Automobile Association
Texas
$851M -$729M -46% 0.9% 36.2% 20 30%
EPIMS
2569
Evelyn Partners Investment Management Services
$850M +$51.7M +6% 3.77% 290 12.76%
EFG
2570
Embree Financial Group
Illinois
$849M +$33.5M +4% 2.68% 286 19.93%
PCM
2571
Parsifal Capital Management
Connecticut
$849M -$370M -30% 0.67% 104% 24 50%
BOTOTLSJU
2572
Board of Trustees of The Leland Stanford Junior University
California
$849M +$353M +71% 2.67% 106% 28 42.86%
LA
2573
Legacy Advisors
Pennsylvania
$848M -$82.8M -9% 1.89% 87.4% 307 15.31%
HWM
2574
Hohimer Wealth Management
Washington
$847M +$104M +14% 0.03% 85.5% 434 38.71%
CFP
2575
Catalyst Financial Partners
Massachusetts
$847M -$49.8M -6% 0.76% 98.6% 393 23.41%