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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
NHC
1001
Nicholas Hoffman & Company
Georgia
$2.56B +$1.45B +130% 4.87% 65.1% 285 8.77%
JCAM
1002
Jericho Capital Asset Management
New York
$2.56B +$148M +6% 16.8% 573% 35 57.14%
TCM
1003
Tekla Capital Management
Massachusetts
$2.56B -$71.2M -3% 2.9% 62.5% 186 15.59%
KWM
1004
Kingsview Wealth Management
Oregon
$2.55B +$168M +7% 6.48% 71.5% 993 20.14%
PWM
1005
Perigon Wealth Management
California
$2.55B +$786M +45% 8.09% 93.8% 813 18.2%
TAM
1006
Timucuan Asset Management
Florida
$2.54B +$155M +6% 8.67% 61.6% 31 12.9%
HW
1007
Hancock Whitney
Mississippi
$2.54B +$50.9M +2% 7.44% 100% 672 13.84%
SAM
1008
Shell Asset Management
Netherlands
$2.54B +$126M +5% 9.93% 1,322 8.93%
DIG
1009
DeepCurrents Investment Group
New York
$2.53B -$35.7M -1% 0.09% 13.5% 173 25.43%
LIMS
1010
Lasalle Investment Management Securities
Maryland
$2.53B +$6.88M +0.3% 2.01% 26.3% 49 12.24%
CCM
1011
Check Capital Management
California
$2.53B +$286M +13% 10.4% 66.6% 42 11.9%
NAM
1012
NorthCrest Asset Manangement
Minnesota
$2.53B +$123M +5% 7.09% 120% 510 7.25%
CCWM
1013
Cassaday & Co Wealth Management
Virginia
$2.52B +$179M +8% 7.89% 70% 275 15.27%
PFM
1014
Premier Fund Managers
United Kingdom
$2.52B -$9.15M -0.4% 9.93% 56.6% 239 23.43%
OIAM
1015
OFI Invest Asset Management
France
$2.52B +$148M +6% 10.4% 147 36.05%
APP
1016
Avantax Planning Partners
Iowa
$2.52B +$53.1M +2% 4.53% 51% 398 11.56%
GIP
1017
Granite Investment Partners
California
$2.51B +$109M +5% 7.57% 131% 277 14.44%
MCM
1018
Marsico Capital Management
Colorado
$2.51B +$372M +17% 20.5% 288% 72 25%
TH
1019
TCTC Holdings
Texas
$2.51B +$24.1M +1% 2.14% 78.5% 483 10.77%
MCM
1020
Masters Capital Management
Georgia
$2.5B +$523M +26% 4.01% 142% 72 43.06%
HIMC
1021
Heritage Investors Management Corp
Maryland
$2.5B +$162M +7% 8.49% 99.7% 251 3.59%
KIA
1022
KCM Investment Advisors
California
$2.49B +$24.6M +1% 7.47% 85.7% 416 11.54%
EWM
1023
Empirical Wealth Management
Washington
$2.49B +$180M +8% 4.56% 78.8% 520 21.92%
FCH
1024
Freestone Capital Holdings
Washington
$2.48B +$224M +10% 6.75% 86.9% 414 13.77%
CSIC
1025
Clifford Swan Investment Counsel
California
$2.48B +$86.5M +4% 5.43% 73.2% 302 3.64%