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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
RIG
1301
Roosevelt Investment Group
New York
$1.39B -$2.27M -0.2% 1.52% 57.6% 301 8.97%
ST
1302
Smithfield Trust
Pennsylvania
$1.39B -$35.3M -2% 4.93% 39.8% 1,105 5.88%
AWE
1303
Avidian Wealth Enterprises
Texas
$1.38B -$29.1M -2% 3.84% 63.7% 478 18.62%
TCCM
1304
Two Creeks Capital Management
New York
$1.38B -$73.3M -5% 2.38% 28.4% 17 29.41%
ATC
1305
Argent Trust Co
Tennessee
$1.38B -$76.1M -5% 5.4% 70.5% 526 9.51%
LSAG
1306
Lake Street Advisors Group
New Hampshire
$1.38B -$24.5M -2% 6.94% 16% 387 28.68%
HWA
1307
Heritage Wealth Advisors
Virginia
$1.38B -$60.2M -4% 6.71% 57.1% 594 10.1%
WIC
1308
Willis Investment Counsel
Georgia
$1.38B -$254M -16% 6.04% 42.5% 117 6.84%
1SB
1309
1ST Source Bank
Indiana
$1.37B -$41.3M -3% 3.43% 63.2% 249 6.02%
ZCA
1310
Zeke Capital Advisors
Pennsylvania
$1.37B -$132M -9% 3.76% 41% 507 12.43%
WIM
1311
WealthPlan Investment Management
Nebraska
$1.37B 4.59% 62.6% 373
AAM
1312
AMI Asset Management
California
$1.37B -$209M -13% 5.85% 81.6% 93 8.6%
LI
1313
LMCG Investments
Massachusetts
$1.37B -$83M -6% 4.5% 125% 339 14.45%
PC
1314
Paulson & Co
New York
$1.37B -$662M -33% 14.5% 233% 35 28.57%
NFC
1315
Northeast Financial Consultants
Connecticut
$1.37B -$68.7M -5% 5.69% 63.8% 356 12.08%
BCM
1316
Basswood Capital Management
New York
$1.36B -$227M -14% 1.63% 98% 141 12.06%
AL
1317
Appaloosa LP
New Jersey
$1.36B -$232M -15% 7.26% 189% 30 26.67%
SPC
1318
Silver Point Capital
Connecticut
$1.36B +$16.3M +1% 12.6% 136% 11 27.27%
SGA
1319
SB Global Advisers
United Kingdom
$1.36B -$752M -36% 28.2% 10 10%
CTA
1320
Chesley Taft & Associates
Illinois
$1.36B -$108M -7% 4.76% 80.9% 293 7.17%
HC
1321
Henshaw Capital
Massachusetts
$1.35B -$89.7M -6% 5.16% 103% 320 14.06%
CA
1322
Commerzbank Aktiengesellschaft
Germany
$1.35B -$79.4M -6% 9.16% 83.8% 124 45.97%
SP
1323
Steelhead Partners
Washington
$1.35B +$185M +16% 0.02% 0.04% 43 4.65%
WP
1324
WealthSource Partners
California
$1.35B -$16.6M -1% 5.33% 16.8% 563 22.38%
DMIC
1325
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.34B -$56.9M -4% 5.05% 64.6% 57 5.26%