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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
SSB
1226
Sandy Spring Bank
Maryland
$1.74B +$90.9M +6% 6.68% 31.4% 1,072 18.28%
FIA
1227
Foundations Investment Advisors
Arizona
$1.73B +$212M +14% 3.89% 62.3% 237 26.16%
NONA
1228
Ninety One North America
New York
$1.73B +$101M +6% 6% 62.9% 112 10.71%
FHA
1229
First Horizon Advisors
Tennessee
$1.73B +$241M +16% 7.8% 55.2% 2,101 28.42%
KWILP
1230
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.73B +$30.5M +2% 6.43% 28.5% 295 42.71%
NP
1231
NS Partners
United Kingdom
$1.73B +$14.5M +0.8% 2.24% 81.7% 74 6.76%
MWM
1232
Mission Wealth Management
California
$1.72B +$125M +8% 5.12% 80% 459 14.38%
MSC
1233
MUFG Securities (Canada)
New York
$1.72B +$1B +140% 12.6% 44 0%
HAI
1234
Hennessy Advisors Inc
California
$1.72B +$162M +10% 19% 206% 354 50.85%
ABTD
1235
Arvest Bank Trust Division
Oklahoma
$1.72B +$109M +7% 8.13% 160 19.38%
CCA
1236
Castle Creek Arbitrage
Colorado
$1.72B +$74.2M +5% 2.53% 17.2% 651 71.89%
RCMNY
1237
Rubric Capital Management (New York)
New York
$1.71B +$351M +26% 20.3% 212% 83 50.6%
CCM
1238
Coldstream Capital Management
Washington
$1.71B +$49.9M +3% 6% 59% 469 18.98%
BPIH
1239
Broad Peak Investment Holdings
Singapore
$1.7B +$29.5M +2% 5.32% 52.2% 20 25%
CCMIC
1240
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.7B +$56.5M +3% 13.9% 77.8% 89 24.72%
LWCA
1241
Locust Wood Capital Advisers
New York
$1.7B -$56.6M -3% 7.09% 115% 62 43.55%
AFIMH
1242
American Family Insurance Mutual Holding
Wisconsin
$1.69B +$116M +7% 0.8% 2.63% 12 25%
NIM
1243
Northeast Investment Management
Massachusetts
$1.69B +$48.8M +3% 4.07% 93.4% 194 7.73%
OA
1244
Oak Associates
Ohio
$1.69B +$36.1M +2% 8.55% 112% 141 7.09%
BJL
1245
Brighton Jones LLC
Washington
$1.69B +$69.5M +4% 2.8% 81% 452 17.48%
EWA
1246
Exencial Wealth Advisors
Oklahoma
$1.69B +$223M +15% 6.63% 58% 445 22.47%
IAA
1247
Independent Advisor Alliance
North Carolina
$1.69B +$213M +14% 6.79% 99.5% 668 25%
PFS
1248
Prospera Financial Services
Texas
$1.69B +$234M +16% 6.17% 97.4% 789 21.17%
LSA
1249
Leonteq Securities AG
Switzerland
$1.68B -$185M -10% 5.55% 74.7% 1,157 32.76%
SC
1250
Shellback Capital
Massachusetts
$1.68B +$433M +35% 18.4% 174% 134 44.03%