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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
FTCM
1601
First Trust Capital Management
Illinois
$1.5B +$402M +37% 5.35% 214% 151 54.97%
MAM
1602
Meeder Asset Management
Ohio
$1.5B +$70.3M +5% 7.25% 156% 998 29.76%
GIM
1603
Generate Investment Management
New Zealand
$1.5B -$204M -12% 6.52% 86 29.07%
CCB
1604
Country Club Bank
Missouri
$1.5B +$57.9M +4% 6.15% 77.4% 315 3.81%
WHCM
1605
Wolf Hill Capital Management
Connecticut
$1.5B +$493M +49% 12.7% 384% 43 58.14%
JWA
1606
JFS Wealth Advisors
Pennsylvania
$1.49B +$226M +18% 6.37% 54.8% 2,037 6.19%
RMC
1607
Ribbit Management Company
California
$1.49B +$55.8M +4% 3.41% 9 0%
TCA
1608
Transcend Capital Advisors
New Jersey
$1.49B +$113M +8% 6.03% 71.6% 651 13.52%
WBC
1609
Westpac Banking Corp
Australia
$1.49B +$231M +18% 6.93% 127% 498 12.65%
AVM
1610
Altos Ventures Management
California
$1.49B -$145M -9% 18.9% 220% 1 0%
DGM
1611
Delta Global Management
New York
$1.49B -$15.7M -1% 9.94% 51 50.98%
LPT
1612
Legacy Private Trust
Wisconsin
$1.49B +$80.1M +6% 5.78% 63.5% 238 5.88%
OA
1613
Oak Associates
Ohio
$1.49B -$20.8M -1% 2.64% 152% 135 5.93%
ICP
1614
Ilex Capital Partners
United Kingdom
$1.48B +$509M +52% 13.4% 34 67.65%
NB
1615
NBT Bank
New York
$1.48B +$85.5M +6% 7.19% 68.2% 865 33.29%
ADL
1616
Asset Dedication LLC
California
$1.48B +$40.7M +3% 6.17% 67.8% 1,267 15.39%
JCM
1617
Janney Capital Management
Pennsylvania
$1.48B +$65.4M +5% 7.31% 70.7% 247 14.98%
FSA
1618
Franklin Street Advisors
North Carolina
$1.48B +$81.8M +6% 6.98% 113% 180 11.11%
WWA
1619
WCG Wealth Advisors
Nevada
$1.48B +$130M +10% 5.83% 69.6% 316 15.82%
ACM
1620
Alua Capital Management
New York
$1.48B -$825M -36% 7.03% 99.4% 28 50%
BFO
1621
Boston Family Office
Massachusetts
$1.48B +$89.1M +6% 6.76% 53.4% 283 8.83%
NONA
1622
Ninety One North America
New York
$1.47B -$508M -26% 6.43% 62.9% 86 51.16%
AP
1623
Atwood & Palmer
Missouri
$1.47B +$151M +11% 11.1% 82.3% 492 15.45%
ACM
1624
Analog Century Management
New York
$1.47B +$462M +46% 0.3% 785% 27 29.63%
CFIA
1625
Cantor Fitzgerald Investment Advisors
New York
$1.47B +$173M +13% 7.67% 188 21.81%