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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
CC
1576
Courier Capital
New York
$1.53B +$78.5M +5% 0.99% 64.1% 387 10.85%
PAIM
1577
Punch & Associates Investment Management
Minnesota
$1.53B -$306M -17% 4.37% 97.5% 177 12.99%
SSWM
1578
Smith Salley Wealth Management
North Carolina
$1.53B -$31.2M -2% 1.93% 106% 264 14.77%
ECP
1579
Electron Capital Partners
New York
$1.52B -$398M -21% 1.45% 333% 48 35.42%
CWP
1580
Cyndeo Wealth Partners
Florida
$1.52B +$44M +3% 0.54% 83.8% 482 15.56%
NI
1581
Nuance Investments
Missouri
$1.52B -$955M -39% 6.25% 3.13% 58 24.14%
CCM
1582
Compass Capital Management
Minnesota
$1.52B -$5.3M -0.3% 1.9% 50.8% 38 7.89%
LBC
1583
Lowe Brockenbrough & Co
Virginia
$1.52B -$40.2M -3% 1.88% 78.8% 268 3.36%
TC
1584
Tairen Capital
Hong Kong
$1.51B +$832M +122% 6.45% 462% 115 63.48%
IL
1585
Investure LLC
Virginia
$1.51B -$177M -10% 2.39% 55.4% 16 6.25%
WWM
1586
Western Wealth Management
Colorado
$1.51B -$357M -19% 2.54% 82.6% 797 20.08%
BHWM
1587
Bar Harbor Wealth Management
New Hampshire
$1.51B -$17.2M -1% 0.5% 79.2% 265 6.79%
MPM
1588
Meritage Portfolio Management
Kansas
$1.51B -$103M -6% 1.36% 97.4% 350 14.57%
LI
1589
LMCG Investments
Massachusetts
$1.51B -$124M -8% 1.65% 125% 239 7.11%
EI
1590
Ellevest Inc
New York
$1.5B -$232M -13% 0.44% 73.8% 446 18.16%
LWMT
1591
Legacy Wealth Management (Tennessee)
Tennessee
$1.5B -$57.1M -4% 3.12% 46.9% 45 17.78%
RIL
1592
Rothschild Investment LLC
Illinois
$1.49B -$32.5M -2% 0.9% 99.4% 3,128 9.08%
PP
1593
Patten & Patten
Tennessee
$1.49B -$20.2M -1% 1.6% 74.1% 326 6.13%
HTI
1594
Hikari Tsushin Inc
Japan
$1.49B +$114M +8% 10.8% 59.5% 72 2.78%
EK
1595
Evensky & Katz
Florida
$1.49B -$37.8M -2% 2.19% 57.1% 78 0%
SCI
1596
S&CO Inc
Massachusetts
$1.49B +$16.4M +1% 1.42% 68.8% 221 6.79%
WIC
1597
Willis Investment Counsel
Georgia
$1.49B -$38M -2% 1.25% 53.3% 118 2.54%
NONA
1598
Ninety One North America
New York
$1.49B -$130M -8% 2.89% 62.9% 74 12.16%
CCB
1599
Country Club Bank
Missouri
$1.49B -$11.2M -0.8% 0.46% 77.4% 330 6.67%
MMLI
1600
Massachusetts Mutual Life Insurance
Massachusetts
$1.48B -$303M -17% 16.3% 2 0%