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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
AP
1601
Atwood & Palmer
Missouri
$637M -$141M -18% 18.9% 82.3% 330 11.21%
EK
1602
Evensky & Katz
Florida
$636M -$83.6M -12% 19.9% 57.1% 105 7.62%
BDS
1603
Banco de Sabadell
Florida
$635M -$120M -16% 18.2% 66% 361 26.87%
WP
1604
WealthSource Partners
California
$635M -$127M -17% 12.4% 16.8% 457 34.57%
CCP
1605
Corient Capital Partners
California
$634M -$153M -19% 17.5% 39.2% 508 28.35%
MG
1606
Magnolia Group
Nebraska
$634M -$225M -26% 33.8% 8.9% 16 56.25%
DAM
1607
Delta Asset Management
Tennessee
$634M -$170M -21% 19.3% 52.1% 665 8.57%
NYLIM
1608
New York Life Investment Management
New York
$634M -$47.5M -7% 25.7% 76.8% 15 6.67%
RCMNY
1609
Rubric Capital Management (New York)
New York
$633M -$252M -28% 27.8% 212% 70 57.14%
SW
1610
SteelPeak Wealth
California
$633M -$92.6M -13% 9.06% 126% 310 36.77%
PM
1611
Pembroke Management
Quebec, Canada
$630M -$546M -46% 27.7% 94.8% 81 38.27%
DWM
1612
Doyle Wealth Management
Florida
$629M -$171M -21% 16.7% 32.3% 218 20.18%
SCM
1613
Somerset Capital Management
United Kingdom
$629M +$131M +26% 23% 7.5% 19 21.05%
WAM
1614
Weiss Asset Management
Massachusetts
$629M -$849M -57% 17.7% 87.3% 419 80.19%
FNF
1615
Fidelity National Financial
Florida
$628M -$184M -23% 16.8% 27.4% 32 3.13%
BPA
1616
Beacon Pointe Advisors
California
$628M +$305M +95% 17% 65.3% 324 42.28%
AIC
1617
Ameritas Investment Company
Nebraska
$624M +$148M +31% 16% 55.2% 1,887 56.6%
MCM
1618
Manchester Capital Management
Vermont
$624M -$291M -32% 18.5% 57.7% 582 14.09%
CCA
1619
Castle Creek Arbitrage
Colorado
$624M +$188M +43% 0.78% 17.2% 145 41.38%
RWM
1620
Ritholtz Wealth Management
New York
$624M -$61.6M -9% 8.83% 75.8% 212 41.98%
AWE
1621
Avidian Wealth Enterprises
Texas
$623M -$80.4M -11% 12.8% 63.7% 264 33.71%
CISOA
1622
Capital Investment Services of America
Wisconsin
$623M -$120M -16% 12.2% 50.7% 75 20%
SCC
1623
Spring Creek Capital
Kansas
$622M +$281M +82% 28.4% 312% 39 84.62%
RH
1624
Riverstone Holdings
New York
$620M -$1.04B -63% 49.8% 89.8% 4 0%
AA
1625
Ancient Art
Texas
$620M -$52.4M -8% 29.6% 157% 27 37.04%