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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)
Foster Group
1301
Foster Group
Iowa
$1.64B -$31.3M -2% 3.16% 54.4% 175 6.29% 2
Meridian Wealth Management
1302
Meridian Wealth Management
Kentucky
$1.63B +$446M +38% 2.74% 117% 567 8.47% 2.5
DACG
1303
Donor Advised Charitable Giving
California
$1.63B +$86.3M +6% 2.38% 365% 29 17.24% 3
PE
1304
Point72 Europe
United Kingdom
$1.63B +$868M +114% 1.8% 95.4% 134 61.19% 0.3
UH
1305
Unigestion Holding
Switzerland
$1.63B -$101M -6% 2.24% 25% 222 19.82% 2.2
Clearstead Advisors
1306
Clearstead Advisors
Ohio
$1.63B -$22M -1% 3.38% 71.4% 1,546 15.46% 2.5
Smithfield Trust
1307
Smithfield Trust
Pennsylvania
$1.63B -$28.6M -2% 3.36% 50% 1,048 6.11% 5.9
Nippon Life Global Investors Americas
1308
Nippon Life Global Investors Americas
New York
$1.63B +$150M +10% 0.87% 173% 147 19.73% 2.9
DPCM
1309
Darlington Partners Capital Management
California
$1.62B +$165M +11% 1.74% 18.1% 16 12.5% 1.4
Empyrean Capital Partners
1310
Empyrean Capital Partners
California
$1.62B -$587M -27% 5.45% 131% 82 26.83% 1.6
Bogart Wealth LLC
1311
Bogart Wealth LLC
Virginia
$1.62B +$41M +3% 2.11% 60.5% 1,112 9.8% 2.5
AIMU
1312
Allianz Investment Management US
Minnesota
$1.62B -$85M -5% 5.62% 7.58% 38 10.53% 2.1
AAM
1313
AMI Asset Management
California
$1.61B -$65.6M -4% 3.84% 81.6% 85 12.94% 4.2
RNC Capital Management
1314
RNC Capital Management
California
$1.61B -$197M -11% 2.27% 83% 193 26.42% 5.3
FP
1315
Foundry Partners
Minnesota
$1.61B -$27.9M -2% 0.96% 44.4% 337 21.66% 3
PEP
1316
Providence Equity Partners
Rhode Island
$1.61B -$1.16B -42% 29.4% 12.4% 3 0% 2.1
Encompass Capital Advisors
1317
Encompass Capital Advisors
New York
$1.6B -$103M -6% 7.97% 364% 65 53.85% 0.8
BAM
1318
Berkshire Asset Management
Pennsylvania
$1.6B -$82.2M -5% 3.94% 70.4% 232 5.6% 4.1
PC
1319
Port Capital
Illinois
$1.6B -$60M -4% 1.22% 74.4% 84 9.52% 3.9
Cornerstone Investment Partners
1320
Cornerstone Investment Partners
Georgia
$1.6B -$26M -2% 1.78% 166% 248 35.89% 1.7
AIIMS
1321
Analyst IMS Investment Management Services
Israel
$1.6B +$107M +7% 2.83% 99.4% 104 6.73% 4.5
Northeast Financial Consultants
1322
Northeast Financial Consultants
Connecticut
$1.6B -$33.2M -2% 2.99% 63.8% 298 7.72% 4
RC
1323
Rivulet Capital
New Jersey
$1.6B -$46.5M -3% 4.44% 27.4% 15 13.33% 1.6
SteelPeak Wealth
1324
SteelPeak Wealth
California
$1.59B -$93M -6% 3.64% 140% 522 22.41% 1.6
Sowell Financial Services
1325
Sowell Financial Services
Arkansas
$1.59B -$200M -11% 2.87% 85.9% 603 24.88% 1.5