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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 Avg Holding
Period (Yrs)
Courier Capital
1576
Courier Capital
New York
$1.53B +$78.5M +5% 0.99% 70.8% 387 10.85% 5.8
Punch & Associates Investment Management
1577
Punch & Associates Investment Management
Minnesota
$1.53B -$306M -17% 4.37% 97.5% 177 12.99% 4.5
Smith Salley Wealth Management
1578
Smith Salley Wealth Management
North Carolina
$1.53B -$31.2M -2% 1.93% 121% 264 14.77% 5
Electron Capital Partners
1579
Electron Capital Partners
New York
$1.52B -$398M -21% 1.45% 333% 48 35.42% 1.7
Cyndeo Wealth Partners
1580
Cyndeo Wealth Partners
Florida
$1.52B +$44M +3% 0.54% 93% 482 15.56% 1.5
Nuance Investments
1581
Nuance Investments
Missouri
$1.52B -$955M -39% 6.25% 3.13% 58 24.14% 2.3
Compass Capital Management
1582
Compass Capital Management
Minnesota
$1.52B -$5.3M -0.3% 1.9% 50.8% 38 7.89% 8.6
Lowe Brockenbrough & Co
1583
Lowe Brockenbrough & Co
Virginia
$1.52B -$40.2M -3% 1.88% 78.8% 268 3.36% 7.4
Tairen Capital
1584
Tairen Capital
Hong Kong
$1.51B +$832M +122% 6.45% 462% 115 63.48% 0.2
Investure LLC
1585
Investure LLC
Virginia
$1.51B -$177M -10% 2.39% 55.4% 16 6.25% 4.6
Western Wealth Management
1586
Western Wealth Management
Colorado
$1.51B -$357M -19% 2.54% 82.6% 797 20.08% 3.5
Bar Harbor Wealth Management
1587
Bar Harbor Wealth Management
New Hampshire
$1.51B -$17.2M -1% 0.5% 85% 265 6.79% 6.9
Meritage Portfolio Management
1588
Meritage Portfolio Management
Kansas
$1.51B -$103M -6% 1.36% 97.4% 350 14.57% 3.5
LMCG Investments
1589
LMCG Investments
Massachusetts
$1.51B -$124M -8% 1.65% 135% 239 7.11% 6.7
Ellevest Inc
1590
Ellevest Inc
New York
$1.5B -$232M -13% 0.44% 73.8% 446 18.16% 3.4
Legacy Wealth Management (Tennessee)
1591
Legacy Wealth Management (Tennessee)
Tennessee
$1.5B -$57.1M -4% 3.12% 50.4% 45 17.78% 3.6
Rothschild Investment LLC
1592
Rothschild Investment LLC
Illinois
$1.49B -$32.5M -2% 0.9% 99.4% 3,128 9.08% 1.7
Patten & Patten
1593
Patten & Patten
Tennessee
$1.49B -$20.2M -1% 1.6% 85.7% 326 6.13% 6.7
Hikari Tsushin Inc
1594
Hikari Tsushin Inc
Japan
$1.49B +$114M +8% 10.8% 59.5% 72 2.78% 5.1
Evensky & Katz
1595
Evensky & Katz
Florida
$1.49B -$37.8M -2% 2.19% 61.1% 78 0% 6.5
SCI
1596
S&CO Inc
Massachusetts
$1.49B +$16.4M +1% 1.42% 68.8% 221 6.79% 6.3
Willis Investment Counsel
1597
Willis Investment Counsel
Georgia
$1.49B -$38M -2% 1.25% 65.3% 118 2.54% 5.8
Ninety One North America
1598
Ninety One North America
New York
$1.49B -$130M -8% 2.89% 70.6% 74 12.16% 3.3
Country Club Bank
1599
Country Club Bank
Missouri
$1.49B -$11.2M -0.8% 0.46% 77.4% 330 6.67% 2.5
Massachusetts Mutual Life Insurance
1600
Massachusetts Mutual Life Insurance
Massachusetts
$1.48B -$303M -17% 16.3% – 2 0% 0.5