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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
CFA
1476
Capstone Financial Advisors
Illinois
$1.26B +$82.9M +7% 6.18% 45.5% 147 9.52%
WGAM
1477
Wilkinson Global Asset Management
New York
$1.26B +$62.2M +5% 8.56% 71.1% 97 7.22%
AAM
1478
Aureus Asset Management
Massachusetts
$1.26B +$106M +9% 9.38% 80.4% 196 19.39%
VCM
1479
Valiant Capital Management
California
$1.26B +$613M +94% 21% 302% 33 63.64%
SMM
1480
Stadion Money Management
Georgia
$1.26B +$66.3M +6% 6.05% 45.2% 20 35%
PGP
1481
Prescott General Partners
Florida
$1.26B +$31M +3% 9.04% 67.1% 10 0%
FTCM
1482
Fir Tree Capital Management
New York
$1.26B -$683M -35% 1.95% 17.3% 392 42.09%
SSWM
1483
Smith Salley Wealth Management
North Carolina
$1.26B +$88.1M +8% 7.93% 106% 237 10.55%
BHWM
1484
Bar Harbor Wealth Management
New Hampshire
$1.26B +$3.86M +0.3% 4.34% 79.2% 260 8.08%
RMA
1485
Roffman Miller Associates
Pennsylvania
$1.25B +$41.1M +3% 5.4% 68.9% 75 1.33%
MAM
1486
Meeder Asset Management
Ohio
$1.25B +$111M +10% 8.37% 121% 878 40.55%
CIM
1487
Corda Investment Management
Texas
$1.25B +$23.2M +2% 1.38% 50.5% 64 7.81%
IFG
1488
Independent Financial Group
California
$1.25B +$86.7M +7% 12.3% 138% 892 18.95%
ECU
1489
Eisler Capital (US)
New York
$1.25B +$1.05B +526% 14.4% 228 95.18%
BFS
1490
Bard Financial Services
Connecticut
$1.25B +$72.1M +6% 5.29% 90.1% 332 8.43%
CF
1491
Centaurus Financial
California
$1.25B +$185M +17% 6.9% 60.5% 956 18.41%
BFO
1492
Boston Family Office
Massachusetts
$1.25B +$44.1M +4% 8.31% 44.4% 275 8.36%
BFPW
1493
BOK Financial Private Wealth
Colorado
$1.25B +$41.1M +3% 6.38% 53.2% 480 27.08%
PCM
1494
Parsons Capital Management
Rhode Island
$1.24B +$47.6M +4% 5.47% 84.9% 435 7.59%
KI
1495
Koch Industries
Kansas
$1.24B -$332M -21% 5.97% 56.9% 12 16.67%
KHLMVGHM
1496
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.24B +$23.4M +2% 10.9% 63.4% 103 18.45%
PGH
1497
Partners Group Holding
Switzerland
$1.24B -$68.7M -5% 4.43% 35.5% 90 43.33%
EK
1498
Evensky & Katz
Florida
$1.24B +$130M +12% 5.64% 57.1% 91 8.79%
OCM
1499
Opti Capital Management
New York
$1.24B +$77.5M +7% 0.01% 0.02% 54 1.85%
LBC
1500
Lowe Brockenbrough & Co
Virginia
$1.23B +$84.8M +7% 5.88% 67.5% 269 5.58%