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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
EK
1576
Evensky & Katz
Florida
$1.64B +$147M +10% 8.6% 57.1% 79 8.86%
SW
1577
SoFi Wealth
California
$1.64B +$307M +23% 10.6% 48% 46 13.04%
SI
1578
Sofinnova Investments
California
$1.64B +$104M +7% 13.9% 429% 80 41.25%
CTC
1579
Chai Trust Company
Illinois
$1.63B +$23M +1% 2.12% 20.2% 12 8.33%
GIA
1580
Guyasuta Investment Advisors
Pennsylvania
$1.63B +$103M +7% 11.2% 88.9% 263 7.6%
B
1581
BloombergSen
Ontario, Canada
$1.63B +$17.5M +1% 4.75% 46% 34 17.65%
AWMS
1582
Advocacy Wealth Management Services
Georgia
$1.63B +$161M +11% 7.44% 33.5% 64 15.63%
PCM
1583
Parsons Capital Management
Rhode Island
$1.63B -$202M -11% 7.11% 84.9% 447 5.37%
MAM
1584
Meeder Asset Management
Ohio
$1.63B +$146M +10% 14.4% 121% 1,031 30.65%
PAIM
1585
Punch & Associates Investment Management
Minnesota
$1.63B +$99.7M +7% 9.62% 77.5% 175 13.14%
BW
1586
BIP Wealth
Georgia
$1.62B +$88.7M +6% 7.35% 36.9% 301 11.3%
RG
1587
Rakuten Group
Japan
$1.62B +$787M +94% 97.7% 2 0%
DWM
1588
Diversify Wealth Management
Utah
$1.62B +$272M +20% 11.6% 556 12.05%
FSA
1589
Franklin Street Advisors
North Carolina
$1.61B +$199M +14% 16.5% 113% 181 12.71%
HI
1590
Helikon Investments
United Kingdom
$1.61B +$307M +23% 14.7% 330% 23 26.09%
EAM
1591
Evanson Asset Management
California
$1.61B +$198M +14% 8.17% 66.6% 339 13.57%
3AM
1592
3EDGE Asset Management
Florida
$1.61B +$138M +9% 4.36% 40.3% 96 19.79%
LWMT
1593
Legacy Wealth Management (Tennessee)
Tennessee
$1.61B +$107M +7% 7.27% 46.9% 43 34.88%
MSR
1594
Main Street Research
Connecticut
$1.61B +$76.1M +5% 21.8% 159% 128 31.25%
BP
1595
BBR Partners
New York
$1.61B +$190M +13% 9.47% 51.6% 273 23.81%
RSCM
1596
Rock Springs Capital Management
Maryland
$1.6B -$143M -8% 8.33% 228% 105 20%
GACM
1597
Global Alpha Capital Management
Quebec, Canada
$1.6B +$230M +17% 9.25% 61.1% 61 13.11%
GG
1598
Greenwood Gearhart
Arkansas
$1.6B +$156M +11% 9.61% 70.6% 111 9.91%
PWP
1599
Principle Wealth Partners
Connecticut
$1.6B +$202M +14% 10.2% 65.9% 371 11.86%
GLA
1600
Good Life Advisors
Pennsylvania
$1.6B +$181M +13% 9.92% 60% 542 16.42%