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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 Avg Holding
Period (Yrs)
Clifford Swan Investment Counsel
1151
Clifford Swan Investment Counsel
California
$3B +$171M +6% 8.22% 73.2% 328 6.4% 7.9
SteelPeak Wealth
1152
SteelPeak Wealth
California
$3B +$415M +16% 10.2% 140% 677 26% 2
VestGen Advisors
1153
VestGen Advisors
Illinois
$3B +$493M +20% 8.85% – 723 23.93% 0.4
Prana Capital Management
1154
Prana Capital Management
Connecticut
$3B +$197M +7% 3.16% 36.6% 138 43.48% 1
Itau Unibanco Holding S.A.
1155
Itau Unibanco Holding S.A.
Brazil
$3B +$353M +13% 9.04% 105% 453 29.58% 1.2
American International Group
1156
American International Group
New York
$2.99B -$1.38B -32% 8.12% 161% 3 0% 5.4
Schwartz Investment Counsel
1157
Schwartz Investment Counsel
Michigan
$2.98B -$54.6M -2% 2.37% 87.8% 133 9.02% 5.2
Diversify Advisory Services
1158
Diversify Advisory Services
Utah
$2.98B +$365M +14% 10.6% – 925 16.54% 0.9
Glazer Capital LLC
1159
Glazer Capital LLC
New York
$2.98B +$183M +7% 19.3% 323% 386 57.25% 0.3
Chilton Capital Management
1160
Chilton Capital Management
Texas
$2.98B +$237M +9% 7.84% 95.3% 615 21.95% 3.4
AlphaCore Capital
1161
AlphaCore Capital
California
$2.97B +$344M +13% 7.22% 85.9% 1,136 12.06% 0.8
Paulson & Co
1162
Paulson & Co
New York
$2.97B +$958M +48% 49.1% 251% 15 33.33% 7.1
Adams Diversified Equity Fund
1163
Adams Diversified Equity Fund
Maryland
$2.97B +$179M +6% 9.83% 165% 111 28.83% 3.2
Darlington Partners Capital Management
1164
Darlington Partners Capital Management
California
$2.96B -$179M -6% 1.94% 18.1% 14 0% 2.4
Giverny Capital
1165
Giverny Capital
Quebec, Canada
$2.95B +$35.3M +1% 7.36% 69.2% 56 8.93% 5.3
Daymark Wealth Partners
1166
Daymark Wealth Partners
Ohio
$2.95B +$317M +12% 8.64% 96.4% 622 13.5% 1.7
Mackay Shields LLC
1167
Mackay Shields LLC
New York
$2.94B -$182M -6% 0.76% 8.26% 144 7.64% 2.6
Spire Wealth Management
1168
Spire Wealth Management
Virginia
$2.94B +$154M +6% 8.92% 101% 2,514 11.77% 2.9
Tandem Investment Advisors
1169
Tandem Investment Advisors
South Carolina
$2.93B +$73.6M +3% 2.18% 10.4% 81 18.52% 4.1
Maj Invest Holding A/S
1170
Maj Invest Holding A/S
Denmark
$2.93B +$71M +2% 8.5% 92.8% 42 0% 3.4
BIT Capital
1171
BIT Capital
Germany
$2.92B +$1.19B +68% 52.7% 1,162% 128 42.19% 1
Level Four Advisory Services
1172
Level Four Advisory Services
Texas
$2.92B +$207M +8% 8.24% 92.2% 838 10.74% 3.7
First National Trust
1173
First National Trust
Pennsylvania
$2.92B +$245M +9% 8.19% 82.9% 418 9.57% 6.6
Gerber Kawasaki Wealth & Investment Management
1174
Gerber Kawasaki Wealth & Investment Management
California
$2.91B +$327M +13% 9.39% 91.5% 342 10.82% 3.1
Venture Visionary Partners
1175
Venture Visionary Partners
Ohio
$2.91B +$249M +9% 9.68% 95.4% 686 17.2% 3.1