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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)
RWA Wealth Partners
1626
RWA Wealth Partners
Massachusetts
$818M +$112M +16% 17.9% 58.4% 229 21.83% 2.2
Wealthstreet Investment Advisors
1627
Wealthstreet Investment Advisors
Texas
$816M +$140M +21% 20.7% 75.8% 338 13.31% 2
Goldentree Asset Management
1628
Goldentree Asset Management
New York
$816M +$276M +51% 15.8% 27.7% 30 56.67% 0.8
Bain Capital Investors
1629
Bain Capital Investors
Massachusetts
$816M +$416M +104% 193% 91.1% 5 0% 5.4
SouthState Corp
1630
SouthState Corp
Florida
$816M +$143M +21% 17.9% 78.9% 245 11.84% 4.6
WM
1631
WS Management
Florida
$816M -$100M -11% 20% 309% 72 33.33% 3.2
Knights of Columbus Asset Advisors
1632
Knights of Columbus Asset Advisors
Connecticut
$815M +$24M +3% 27.9% 137% 432 42.59% 0.6
Aspex Management (HK)
1633
Aspex Management (HK)
Hong Kong
$815M +$93M +13% 41% 209% 20 55% 0.3
Steelhead Partners
1634
Steelhead Partners
Washington
$814M -$203M -20% 0.16% 0.4% 40 2.5% 1.1
GenTrust
1635
GenTrust
Florida
$811M +$113M +16% 16% 53% 111 32.43% 2
Nationwide Fund Advisors
1636
Nationwide Fund Advisors
Ohio
$810M -$43.2M -5% 14.7% 28.3% 6 16.67% 1.8
Cederberg Capital
1637
Cederberg Capital
United Kingdom
$809M +$223M +38% 22.9% 273% 8 25% 1
Melqart Asset Management
1638
Melqart Asset Management
United Kingdom
$808M -$207M -20% 16.6% 250% 63 63.49% 0.4
Kanawha Capital Management
1639
Kanawha Capital Management
Virginia
$808M +$123M +18% 18.1% 74.5% 197 12.69% 4.8
DT Investment Partners
1640
DT Investment Partners
Pennsylvania
$806M +$190M +31% 17.3% 64.3% 131 28.24% 1.7
Schaper Benz & Wise Investment Counsel
1641
Schaper Benz & Wise Investment Counsel
Wisconsin
$806M +$119M +17% 19.6% 94.2% 109 2.75% 5.2
Connecticut Wealth Management
1642
Connecticut Wealth Management
Connecticut
$806M +$136M +20% 18.5% 70.2% 157 23.57% 1.7
GHP Investment Advisors
1643
GHP Investment Advisors
Colorado
$805M +$140M +21% 20.3% 81.4% 282 7.8% 5.3
Summit Securities Group
1644
Summit Securities Group
New York
$804M +$236M +41% 27.9% 136% 515 66.21% 0.4
Glynn Capital Management
1645
Glynn Capital Management
California
$804M +$271M +51% 65.3% 252% 45 6.67% 4.1
Atlantic Union Bankshares
1646
Atlantic Union Bankshares
Virginia
$803M +$117M +17% 18.3% 78.9% 264 10.98% 2.5
Wealthcare Advisory Partners
1647
Wealthcare Advisory Partners
Pennsylvania
$802M +$120M +18% 15.8% 65.6% 1,554 79.6% 2.6
Hilton Capital Management
1648
Hilton Capital Management
New York
$802M +$249M +45% 9.61% 58.2% 94 47.87% 1.5
Calamos Wealth Management
1649
Calamos Wealth Management
Illinois
$801M +$146M +22% 22.5% 102% 274 16.42% 2.4
Chicago Partners Investment Group
1650
Chicago Partners Investment Group
Illinois
$800M +$153M +24% 20.3% 81.4% 409 19.07% 2.7