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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
CIAS
1301
CBIZ Investment Advisory Services
Ohio
$2.26B +$216M +11% 8.47% 39.3% 765 22.61%
GIA
1302
GHP Investment Advisors
Colorado
$2.26B +$177M +9% 9.87% 75.2% 1,012 12.45%
NRCM
1303
North Reef Capital Management
California
$2.26B -$55.2M -2% 7.1% 68.1% 54 40.74%
HJGA
1304
Hardman Johnston Global Advisors
Connecticut
$2.26B +$162M +8% 17.9% 118% 78 12.82%
CCS
1305
Concentric Capital Strategies
Connecticut
$2.25B +$1.19B +111% 18.6% 138% 339 75.81%
BHIA
1306
Birch Hill Investment Advisors
Massachusetts
$2.25B +$144M +7% 9.08% 73.7% 197 6.09%
LNWWM
1307
Laird Norton Wetherby Wealth Management
California
$2.25B 13.2% 930
GS
1308
GTS Securities
New York
$2.24B -$68.4M -3% 10.5% 68.9% 1,705 58.3%
WBA
1309
Walgreens Boots Alliance
Illinois
$2.24B -$849M -27% 7.82% 2 50%
CTA
1310
Chesley Taft & Associates
Illinois
$2.24B +$170M +8% 11.2% 80.9% 346 8.09%
PAMJ
1311
Parvus Asset Management Jersey
Jersey
$2.23B 29% 1
LIM
1312
Leavell Investment Management
Alabama
$2.23B +$209M +10% 10.8% 84.5% 592 8.95%
YCM
1313
Yaupon Capital Management
New York
$2.23B +$276M +14% 5.63% 106% 147 61.9%
DIA
1314
Davidson Investment Advisors
Montana
$2.22B +$199M +10% 11.3% 69.5% 125 7.2%
FWTB
1315
First Western Trust Bank
Colorado
$2.22B +$135M +6% 7.67% 33.2% 202 10.4%
TAM
1316
Thematics Asset Management
France
$2.22B +$246M +12% 18.4% 113% 130 6.15%
JFGIW
1317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.22B +$179M +9% 9.83% 47.1% 933 33.23%
IC
1318
Impactive Capital
New York
$2.22B +$33.8M +2% 10.4% 5.02% 11 27.27%
AF
1319
Aviso Financial
Ontario, Canada
$2.22B +$190M +9% 11.2% 376 13.56%
PCM
1320
Patient Capital Management
Maryland
$2.22B +$271M +14% 19% 125% 43 16.28%
EWA
1321
EverSource Wealth Advisors
Alabama
$2.21B +$393M +22% 11.6% 89.7% 4,413 12.87%
IAN
1322
Integrated Advisors Network
Texas
$2.21B +$233M +12% 12.2% 83% 805 18.63%
ACL
1323
Azora Capital LP
Florida
$2.21B +$739M +50% 20.9% 155% 74 66.22%
SL
1324
Summitry LLC
California
$2.21B +$230M +12% 9.8% 68.1% 181 23.2%
ACM
1325
Advance Capital Management
Michigan
$2.21B +$115M +6% 7.7% 46.9% 174 10.34%