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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
PWP
1576
Principle Wealth Partners
Connecticut
$1.06B +$229M +28% 7.35% 79.9% 309 7.12%
CI
1577
Cooper Investors
Australia
$1.06B -$89.1M -8% 3.23% 49.8% 43 13.95%
AWM
1578
Axxcess Wealth Management
California
$1.06B -$30.6M -3% 5.58% 73.6% 622 27.01%
SF
1579
Summit Financial
New Jersey
$1.06B -$11.5M -1% 4.88% 81.8% 259 13.13%
EI
1580
Ellevest Inc
New York
$1.06B -$9.56M -0.9% 5.99% 73.8% 1,993 32.46%
PP
1581
Patten & Patten
Tennessee
$1.05B -$84.5M -7% 5.41% 74.1% 277 4.69%
CFGS
1582
Concourse Financial Group Securities
Alabama
$1.05B -$130M -11% 5.17% 18.1% 2,367 20.15%
LPT
1583
Legacy Private Trust
Wisconsin
$1.05B -$63.4M -6% 5.13% 63.5% 235 11.91%
TFS
1584
TrustCore Financial Services
Tennessee
$1.05B -$22.5M -2% 3.75% 28.3% 1,216 19.65%
FM
1585
Foster & Motley
Ohio
$1.05B -$84.8M -7% 6.45% 68.8% 365 11.78%
NL
1586
NWAM LLC
Washington
$1.05B -$34.4M -3% 4.62% 112% 547 18.46%
ACM
1587
Ashe Capital Management
New Jersey
$1.05B -$47.9M -4% 2.71% 70.7% 10 20%
CTI
1588
Community Trust & Investment
Kentucky
$1.05B -$36.8M -3% 3.64% 104% 127 18.9%
CCB
1589
Country Club Bank
Missouri
$1.05B -$32.8M -3% 5.94% 77.4% 278 9.71%
CAC
1590
Cowen and Company
New York
$1.05B +$9.85M +1% 5.02% 120% 874 50.69%
EIP
1591
Easterly Investment Partners
Massachusetts
$1.05B -$77.4M -7% 5.45% 57.6% 203 16.75%
ICM
1592
III Capital Management
Florida
$1.04B -$38M -4% 0.04% 28.7% 171 25.73%
BFA
1593
Beaumont Financial Advisors
Massachusetts
$1.04B -$71.8M -6% 3.46% 80.6% 329 15.5%
VWM
1594
Venturi Wealth Management
Texas
$1.04B -$79.5M -7% 4.32% 101% 351 21.37%
TNBTD
1595
Trustmark National Bank Trust Department
Mississippi
$1.04B -$75.4M -7% 5.1% 58.6% 270 11.48%
TCM
1596
Tybourne Capital Management
Hong Kong
$1.04B -$344M -25% 3.14% 109% 27 3.7%
SGCM
1597
Sand Grove Capital Management
United Kingdom
$1.04B +$127M +14% 9.05% 410% 28 60.71%
CG
1598
Caprock Group
Idaho
$1.04B +$19M +2% 4.92% 619 19.06%
LBC
1599
Lowe Brockenbrough & Co
Virginia
$1.04B -$105M -9% 5.03% 78.8% 260 5.38%
MLL
1600
Moody Lynn & Lieberson
Massachusetts
$1.04B -$74.8M -7% 3.22% 128% 232 12.5%