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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 Time
Held (Qtrs)
DAS
1151
Dynamic Advisor Solutions
Arizona
$3.53B +$356M +11% 12.8% 64% 1,096 16.79% 11.9
BSA
1152
Braun Stacey Associates
New York
$3.53B +$519M +17% 31.3% 231% 124 18.55% 17.4
BW
1153
BIP Wealth
Georgia
$3.52B +$1.07B +43% 11.4% 47.4% 579 25.04% 5.2
IIM
1154
Intact Investment Management
Quebec, Canada
$3.52B +$10.1M +0.3% 7.86% 73.7% 287 33.1% 19.6
HIMCH
1155
Hartford Investment Management Co (HIMCO)
Connecticut
$3.52B +$362M +11% 26.6% 132% 503 2.98% 40.9
FFM
1156
Fisher Funds Management
New Zealand
$3.52B +$105M +3% 15.7% – 176 5.11% 5.2
CCM
1157
CloudAlpha Capital Management
Hong Kong
$3.51B +$585M +20% 132% 2,704% 80 85% 0.9
RA
1158
RPOA Advisors
Texas
$3.51B +$1.23B +54% 8.74% – 7 14.29% 8.6
HWAM
1159
Hennion & Walsh Asset Management
New Jersey
$3.5B +$531M +18% 21.4% 93.9% 1,018 15.03% 9.5
DCM
1160
Donaldson Capital Management
Indiana
$3.5B +$412M +13% 13.8% 77.7% 323 30.96% 17.7
CWS
1161
Confluence Wealth Services
Pennsylvania
$3.5B +$918M +36% 10.7% 64.5% 478 24.06% 9.3
CK
1162
Cohen Klingenstein
New York
$3.49B +$403M +13% 16.5% 87.7% 209 2.87% 37
SYBT
1163
Stock Yards Bank & Trust
Kentucky
$3.49B +$277M +9% 15% 82.8% 411 7.06% 25.7
NBS
1164
Narodna banka Slovenska
$3.49B +$489M +16% 13.7% – 3 0% 1
TCG
1165
Tremblant Capital Group
Florida
$3.48B +$375M +12% 30.9% 131% 64 20.31% 7.1
KIM
1166
Karpus Investment Management
New York
$3.48B +$271M +8% 7.16% 24.7% 258 20.16% 8.7
IC
1167
Iconiq Capital
California
$3.47B -$993M -22% 10.2% 0.21% 89 22.47% 18.9
TC
1168
Torno Capital
Massachusetts
$3.47B +$2.71B +357% 13.9% – 112 87.5% 0.6
CI
1169
CX Institutional
Indiana
$3.46B +$187M +6% 12.8% 62.9% 1,655 11.78% 8
ATC
1170
Argent Trust Co
Tennessee
$3.46B +$515M +17% 16% 86.2% 792 13.51% 19.3
JIC
1171
Joel Isaacson & Co
New York
$3.45B +$438M +15% 13.4% 72.5% 497 11.47% 19.8
MC
1172
Metropolis Capital
United Kingdom
$3.45B +$487M +16% 4.21% 54.4% 16 0% 16.4
HCPC
1173
Hamilton Capital Partners (Canada)
$3.45B +$470M +16% 30.3% 143% 231 9.96% 7.9
SCM
1174
Silvant Capital Management
Georgia
$3.44B +$543M +19% 27.6% 168% 406 27.59% 18.8
CAM
1175
Camden Asset Management
California
$3.43B +$492M +17% 0.07% 15.2% 73 8.22% 4.6