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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
FIB
1551
First Interstate Bank
Montana
$1.7B +$27.2M +2% 5.31% 48.2% 186 11.29%
SGI
1552
Summit Global Investments
Utah
$1.7B +$322M +23% 4.33% 47.3% 537 35.38%
SCM
1553
Spyglass Capital Management
California
$1.7B +$239M +16% 26.1% 119% 28 21.43%
AI
1554
Accredited Investors
Minnesota
$1.69B +$80.5M +5% 9.59% 74% 258 15.12%
EC
1555
EcoR1 Capital
California
$1.69B +$3.31M +0.2% 16.1% 306% 52 40.38%
CWP
1556
Cyndeo Wealth Partners
Florida
$1.69B +$163M +11% 11.7% 83.8% 497 16.3%
WWM
1557
Western Wealth Management
Colorado
$1.69B +$174M +12% 11.2% 70.1% 750 13.2%
OFG
1558
Oxford Financial Group
Indiana
$1.68B +$257M +18% 6.37% 80.4% 272 8.82%
EA
1559
Efficient Advisors
Ohio
$1.68B +$144M +9% 6.56% 30.6% 101 44.55%
RMA
1560
Roffman Miller Associates
Pennsylvania
$1.67B +$88.6M +6% 7.6% 68.9% 75 1.33%
SC
1561
SRB Corp
Massachusetts
$1.67B +$134M +9% 11.8% 53.1% 23 0%
UF
1562
Univest Financial
Pennsylvania
$1.67B +$136M +9% 10.9% 60.6% 289 12.8%
CAM
1563
Cidel Asset Management
Ontario, Canada
$1.66B +$135M +9% 8.72% 69.1% 368 9.78%
ST
1564
Spinnaker Trust
Maine
$1.66B +$131M +9% 9.02% 52.9% 295 6.78%
MC
1565
Maren Capital
Illinois
$1.66B +$193M +13% 9.32% 25 0%
MFWM
1566
Motley Fool Wealth Management
Virginia
$1.66B -$33.6M -2% 10.6% 52.4% 138 17.39%
SWA
1567
Sax Wealth Advisors
New Jersey
$1.66B +$259M +19% 8.08% 57.2% 427 16.86%
FDP
1568
Financiere des Professionnels
Quebec, Canada
$1.66B +$110M +7% 9.94% 395 58.23%
LC
1569
L1 Capital
Australia
$1.65B +$581M +54% 19% 139% 31 58.06%
RCAG
1570
Rehmann Capital Advisory Group
Michigan
$1.65B +$62.8M +4% 7.91% 51.4% 651 13.82%
KOCAA
1571
Knights of Columbus Asset Advisors
Connecticut
$1.65B +$198M +14% 12.6% 113% 394 14.97%
CC
1572
Courier Capital
New York
$1.65B +$119M +8% 7.92% 64.1% 397 8.82%
CWM
1573
Cornerstone Wealth Management
Missouri
$1.65B +$170M +11% 8.83% 69.8% 664 10.99%
TP
1574
Theleme Partners
United Kingdom
$1.65B +$373M +29% 14.7% 14.8% 13 30.77%
EMFAT
1575
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.64B +$233M +17% 29.1% 347% 239 24.69%