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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
UF
1551
Univest Financial
Pennsylvania
$1.53B -$54.6M -3% 2.34% 60.6% 291 12.03%
MSR
1552
Main Street Research
Connecticut
$1.53B -$74.6M -5% 0.43% 159% 124 29.84%
SIM
1553
Seilern Investment Management
United Kingdom
$1.53B -$225M -13% 5.81% 23 8.7%
GIA
1554
Guyasuta Investment Advisors
Pennsylvania
$1.53B -$60.6M -4% 0.09% 88.9% 270 10.74%
AP
1555
Adero Partners
California
$1.53B -$22.9M -1% 2.09% 27.7% 280 13.93%
CC
1556
Courier Capital
New York
$1.53B +$78.5M +5% 0.99% 64.1% 387 10.85%
PAIM
1557
Punch & Associates Investment Management
Minnesota
$1.53B -$306M -17% 4.37% 77.5% 177 12.99%
SSWM
1558
Smith Salley Wealth Management
North Carolina
$1.53B -$31.2M -2% 1.93% 106% 264 14.77%
ECP
1559
Electron Capital Partners
New York
$1.52B -$398M -21% 1.45% 269% 48 35.42%
CWP
1560
Cyndeo Wealth Partners
Florida
$1.52B +$44M +3% 0.54% 83.8% 482 15.56%
NI
1561
Nuance Investments
Missouri
$1.52B -$955M -39% 6.25% 6.33% 58 24.14%
CCM
1562
Compass Capital Management
Minnesota
$1.52B -$5.3M -0.3% 1.9% 47.1% 38 7.89%
LBC
1563
Lowe Brockenbrough & Co
Virginia
$1.52B -$40.2M -3% 1.88% 67.5% 268 3.36%
TC
1564
Tairen Capital
Hong Kong
$1.51B +$832M +122% 6.45% 303% 115 63.48%
IL
1565
Investure LLC
Virginia
$1.51B -$177M -10% 2.39% 46.1% 16 6.25%
WWM
1566
Western Wealth Management
Colorado
$1.51B -$23.6M -2% 2.54% 70.1% 709 11.14%
BHWM
1567
Bar Harbor Wealth Management
New Hampshire
$1.51B -$17.2M -1% 0.5% 79.2% 265 6.79%
MPM
1568
Meritage Portfolio Management
Kansas
$1.51B -$103M -6% 1.36% 97.4% 350 14.57%
LI
1569
LMCG Investments
Massachusetts
$1.51B -$124M -8% 1.65% 125% 239 7.11%
EI
1570
Ellevest Inc
New York
$1.5B -$232M -13% 0.44% 54.1% 446 18.16%
LWMT
1571
Legacy Wealth Management (Tennessee)
Tennessee
$1.5B -$57.1M -4% 3.12% 46.9% 45 17.78%
RIL
1572
Rothschild Investment LLC
Illinois
$1.49B -$32.5M -2% 0.9% 78.6% 3,128 9.08%
PP
1573
Patten & Patten
Tennessee
$1.49B -$20.2M -1% 1.6% 63.8% 326 6.13%
HTI
1574
Hikari Tsushin Inc
Japan
$1.49B +$114M +8% 10.8% 64% 72 2.78%
EK
1575
Evensky & Katz
Florida
$1.49B -$37.8M -2% 2.19% 57.1% 78 0%