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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
AIM
1501
Aigen Investment Management
New York
$753M +$149M +25% 28.1% 55.5% 1,737 60.97%
MRG
1502
Milestone Resources Group
British Virgin Islands
$751M -$82.8M -10% 12.8% 95% 12 16.67%
SCI
1503
S&CO Inc
Massachusetts
$749M -$210M -22% 19.5% 68.8% 182 9.34%
SFS
1504
Strategic Financial Services
New York
$748M -$122M -14% 17.3% 58.7% 141 19.15%
SM
1505
SG3 Management
Puerto Rico
$748M -$856M -53% 8.83% 38.3% 500 83.2%
WCM
1506
Windward Capital Management
California
$747M -$190M -20% 15.2% 78.5% 78 7.69%
LOAMS
1507
Lombard Odier Asset Management (Switzerland)
Switzerland
$746M -$318M -30% 16.5% 135% 412 28.88%
SCP
1508
Sandhill Capital Partners
New York
$746M -$155M -17% 18.4% 64.9% 92 22.83%
FFN
1509
Focus Financial Network
Minnesota
$745M -$71M -9% 16% 95.5% 427 21.55%
BFA
1510
Bragg Financial Advisors
North Carolina
$744M -$149M -17% 18.9% 101% 278 13.31%
OC
1511
ORIX Corp
Japan
$743M -$75.4M -9% 9.21% 11.7% 1 0%
IAM
1512
Impala Asset Management
Florida
$743M -$574M -44% 29.7% 62.6% 57 73.68%
WCM
1513
Wealthcare Capital Management
Virginia
$743M -$96.8M -12% 9.13% 41.4% 708 65.25%
BHWM
1514
Bar Harbor Wealth Management
New Hampshire
$742M -$172M -19% 15.8% 79.2% 289 19.03%
KWM
1515
Kingsview Wealth Management
Oregon
$741M -$56.9M -7% 14.7% 71.5% 590 32.2%
GAI
1516
General American Investors
New York
$739M -$353M -32% 19.8% 129% 79 29.11%
WMC
1517
Westwood Management Corporation
Illinois
$738M -$104M -12% 1.42% 44.3% 75 14.67%
AC
1518
Avenir Corporation
Virginia
$738M -$246M -25% 19.3% 34.4% 74 12.16%
AWS
1519
AJ Wealth Strategies
New York
$738M -$118M -14% 14.1% 32.2% 203 53.69%
MA
1520
Mutual Advisors
Nebraska
$737M -$203M -22% 15.5% 68.1% 659 24.58%
MPM
1521
Meritage Portfolio Management
Kansas
$737M -$400M -35% 14.6% 97.4% 255 36.86%
SWM
1522
SigFig Wealth Management
California
$736M -$75.8M -9% 16.2% 43.3% 55 16.36%
FLII
1523
First Long Island Investors
New York
$736M -$158M -18% 15.6% 85.5% 75 14.67%
MFG
1524
Magnus Financial Group
New York
$733M +$34.7M +5% 19.2% 70.8% 741 44.4%
IC
1525
Immersion Capital
United Kingdom
$733M +$40.8M +6% 21.5% 63.4% 8 25%