We are live on ! Find out more

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
AWM
1551
Aprio Wealth Management
Georgia
$1.83B +$88.5M +5% 0.37% 60.6% 640 19.69%
SI
1552
Standard Investments
New York
$1.83B -$174M -9% 9.13% 41.3% 14 21.43%
DE
1553
Diversified Enterprises
Delaware
$1.83B +$145M +9% 1.63% 430 12.33%
DWT
1554
Dorsey & Whitney Trust
South Dakota
$1.82B -$72.7M -4% 1.74% 68.3% 750 11.73%
HMC
1555
Harvard Management Company
Massachusetts
$1.82B -$264M -13% 7.53% 156% 20 20%
MCC
1556
Money Concepts Capital
Florida
$1.81B +$24.9M +1% 0.36% 60.9% 608 21.55%
ST
1557
Spinnaker Trust
Maine
$1.81B -$61.1M -3% 2.36% 52.9% 300 6%
GC
1558
Gobi Capital
California
$1.8B -$264M -13% 7.71% 107% 14 28.57%
RHJA
1559
Rice Hall James & Associates
California
$1.8B -$20.8M -1% 0.37% 117% 255 9.41%
WIM
1560
WealthPlan Investment Management
Nebraska
$1.79B +$226M +14% 0.71% 48.4% 478 25.52%
BP
1561
BBR Partners
New York
$1.79B -$71.8M -4% 3.23% 51.6% 303 28.38%
CIM
1562
Cambria Investment Management
California
$1.79B +$77.1M +4% 7.76% 61.7% 748 33.16%
JCM
1563
Jacobi Capital Management
Pennsylvania
$1.79B +$64.8M +4% 0.26% 62.7% 646 7.74%
CC
1564
Courier Capital
New York
$1.79B +$8.19M +0.5% 0.04% 64.1% 405 10.12%
JWA
1565
JFS Wealth Advisors
Pennsylvania
$1.79B +$12.3M +0.7% 0.32% 54.8% 1,963 6.21%
KPM
1566
Kinetic Partners Management
Florida
$1.79B -$274M -13% 0.67% 227% 56 33.93%
BFG
1567
Berger Financial Group
Minnesota
$1.79B +$58.5M +3% 1.69% 49.7% 506 9.09%
EFS
1568
Essex Financial Services
Connecticut
$1.78B +$24.7M +1% 1.09% 73.2% 841 12.37%
MLL
1569
Moody Lynn & Lieberson
Massachusetts
$1.78B -$105M -6% 1.98% 128% 273 11.36%
OAM
1570
Ostrum Asset Management
France
$1.78B -$303M -15% 0.19% 75.2% 586 6.48%
UF
1571
Univest Financial
Pennsylvania
$1.78B -$105M -6% 2.66% 60.6% 264 6.82%
FIB
1572
First Interstate Bank
Montana
$1.78B -$84.3M -5% 0.1% 48.2% 211 17.06%
BCMIO
1573
Beacon Capital Management Inc (Ohio)
Ohio
$1.78B -$91.2M -5% 2.39% 32.3% 160 29.38%
PFGIA
1574
Patriot Financial Group Insurance Agency
Massachusetts
$1.77B +$934M +111% 1.52% 87% 730 34.38%
WA
1575
Waddell & Associates
Tennessee
$1.77B +$291M +20% 8.2% 194% 491 30.96%