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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
FTCM
1501
Fir Tree Capital Management
New York
$1.26B -$683M -35% 1.95% 17.3% 392 41.84%
SSWM
1502
Smith Salley Wealth Management
North Carolina
$1.26B +$88.1M +8% 7.93% 106% 237 10.55%
BHWM
1503
Bar Harbor Wealth Management
New Hampshire
$1.26B +$3.86M +0.3% 4.34% 79.2% 260 8.08%
RMA
1504
Roffman Miller Associates
Pennsylvania
$1.25B +$41.1M +3% 5.4% 68.9% 75 1.33%
MAM
1505
Meeder Asset Management
Ohio
$1.25B +$111M +10% 8.37% 156% 878 40.55%
CIM
1506
Corda Investment Management
Texas
$1.25B +$23.2M +2% 1.38% 75.4% 64 7.81%
IFG
1507
Independent Financial Group
California
$1.25B +$86.7M +7% 12.3% 138% 892 18.95%
ECU
1508
Eisler Capital (US)
New York
$1.25B +$1.05B +526% 14.4% 228 95.18%
BFS
1509
Bard Financial Services
Connecticut
$1.25B +$72.1M +6% 5.29% 90.1% 332 8.43%
CF
1510
Centaurus Financial
California
$1.25B +$185M +17% 6.9% 83.5% 956 18.41%
BFO
1511
Boston Family Office
Massachusetts
$1.25B +$44.1M +4% 8.31% 53.4% 275 8.36%
BFPW
1512
BOK Financial Private Wealth
Colorado
$1.25B +$41.1M +3% 6.38% 61.8% 480 27.08%
PCM
1513
Parsons Capital Management
Rhode Island
$1.24B +$47.6M +4% 5.47% 84.9% 435 7.59%
KI
1514
Koch Industries
Kansas
$1.24B -$332M -21% 5.97% 56.9% 12 16.67%
KHLMVGHM
1515
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.24B +$23.4M +2% 10.9% 79.4% 103 18.45%
PGH
1516
Partners Group Holding
Switzerland
$1.24B -$68.7M -5% 4.43% 23.3% 90 43.33%
EK
1517
Evensky & Katz
Florida
$1.24B +$130M +12% 5.64% 57.1% 91 8.79%
OCM
1518
Opti Capital Management
New York
$1.24B +$77.5M +7% 0.01% 0.01% 54 1.85%
LBC
1519
Lowe Brockenbrough & Co
Virginia
$1.23B +$84.8M +7% 5.88% 78.8% 269 5.58%
VCM
1520
Vigilant Capital Management
Maine
$1.23B +$61.8M +5% 4.42% 48.8% 533 25.14%
YC
1521
Yarbrough Capital
Tennessee
$1.23B -$29.8M -2% 22.4% 154% 259 34.75%
AWA
1522
Arete Wealth Advisors
Illinois
$1.23B +$85.6M +7% 5.4% 85.3% 731 23.8%
FM
1523
Foster & Motley
Ohio
$1.23B +$57.3M +5% 4.33% 68.8% 396 8.84%
HFCIX
1524
H&F Corporate Investors X
California
$1.23B +$125M +11% 11.4% 1 0%
RA
1525
Rational Advisors
New York
$1.22B +$18M +1% 4.7% 37.7% 308 35.06%