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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
TPCW
1101
TD Private Client Wealth
New York
$2.41B +$68.5M +3% 7.72% 48.2% 1,296 17.13%
RC
1102
RGM Capital
Florida
$2.4B +$364M +18% 6.79% 48.6% 21 14.29%
KWM
1103
Kingsview Wealth Management
Oregon
$2.4B +$293M +14% 8.85% 55.8% 1,067 28.3%
CG
1104
Cutler Group
California
$2.39B +$167M +8% 1.66% 57.7% 6,601 32.77%
CCM
1105
Check Capital Management
California
$2.39B +$234M +11% 8.86% 69.9% 50 12%
MXM
1106
Mayfield XIV Management
California
$2.39B 6.87% 1
NW
1107
NewEdge Wealth
Pennsylvania
$2.39B +$706M +42% 9.36% 79.3% 405 32.59%
SIG
1108
Stonegate Investment Group
Alabama
$2.38B 10.3% 88.8% 287
FMWA
1109
Forvis Mazars Wealth Advisors
Missouri
$2.38B +$201M +9% 7.28% 51.2% 288 6.94%
FCH
1110
Freestone Capital Holdings
Washington
$2.37B +$373M +19% 10% 69.8% 530 25.09%
CC
1111
Capital Counsel
New York
$2.36B +$328M +16% 16.5% 69.9% 58 6.9%
LCM
1112
Lakewood Capital Management
New York
$2.36B +$84.8M +4% 7.31% 41% 69 26.09%
TCMV
1113
Technology Crossover Management VIII
California
$2.35B -$470M -17% 7.01% 59.7% 9 11.11%
GCM
1114
Graham Capital Management
Connecticut
$2.35B +$383M +19% 1.11% 41.1% 554 85.38%
SRIM
1115
Saratoga Research & Investment Management
California
$2.35B +$182M +8% 9.01% 54.3% 50 12%
IP
1116
Interval Partners
New York
$2.34B -$131M -5% 8.53% 102% 372 57.53%
TH
1117
TCTC Holdings
Texas
$2.34B +$175M +8% 8.76% 65.1% 472 10.17%
SXM
1118
SC XII Management
California
$2.33B +$44.2M +2% 13.3% 73.4% 1 0%
AC
1119
Addenda Capital
Quebec, Canada
$2.33B +$207M +10% 9.36% 86% 99 6.06%
SAM
1120
Simplify Asset Management
Nevada
$2.33B +$883M +61% 10.5% 45% 79 59.49%
WS
1121
Wedbush Securities
California
$2.32B +$214M +10% 9.19% 79.8% 1,252 13.26%
BC
1122
Burney Company
Virginia
$2.32B +$186M +9% 11% 122% 608 11.18%
PFS
1123
Prospera Financial Services
Texas
$2.31B +$306M +15% 9.15% 97.4% 920 19.67%
LCM
1124
Logan Capital Management
Pennsylvania
$2.31B +$163M +8% 11.8% 98.6% 560 9.11%
DIA
1125
Dana Investment Advisors
Wisconsin
$2.31B +$100M +5% 11.2% 90.8% 354 18.08%