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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
SC
1626
Sepio Capital
Utah
$1.21B -$711K -0.1% 1.12% 75.2% 390 22.05%
GM
1627
GeoWealth Management
Illinois
$1.21B +$422M +53% 0.63% 42.4% 408 37.75%
AWM
1628
Avior Wealth Management
Nebraska
$1.21B +$217M +22% 0.56% 66% 1,231 16.17%
MD
1629
Money Design
Japan
$1.21B +$242M +25% 1.71% 26.4% 72 27.78%
EECFX
1630
EnCap Energy Capital Fund X
Texas
$1.21B +$215M +22% 21.7% 1 0%
OCM
1631
One Capital Management
California
$1.21B +$83M +7% 1.31% 44.2% 217 11.06%
BP
1632
BBR Partners
New York
$1.21B -$56.3M -4% 2.75% 51.6% 236 23.73%
CAM
1633
Cacti Asset Management
Georgia
$1.21B -$34.1M -3% 0.14% 168% 79 2.53%
WFMPM
1634
Woodley Farra Manion Portfolio Management
Indiana
$1.21B -$86.9M -7% 1.35% 66.5% 99 5.05%
G
1635
GenTrust
Florida
$1.21B +$19.6M +2% 1.14% 43.4% 150 10.67%
BP
1636
Berkshire Partners
Massachusetts
$1.21B -$180M -13% 5.25% 75.2% 2 0%
MWM
1637
Merriman Wealth Management
Washington
$1.2B +$37.4M +3% 1.37% 18.3% 230 20.43%
SAM
1638
Sectoral Asset Management
Quebec, Canada
$1.2B -$33.6M -3% 1.04% 166% 147 27.21%
GWM
1639
Greenwich Wealth Management
Connecticut
$1.2B +$29.5M +3% 2.33% 163% 247 12.96%
FM
1640
Foster & Motley
Ohio
$1.2B +$7.06M +0.6% 0.54% 56.8% 335 5.97%
AP
1641
Appleton Partners
Massachusetts
$1.2B +$26.7M +2% 0.78% 101% 298 6.38%
GIG
1642
Goodnow Investment Group
Connecticut
$1.2B +$7.79M +0.7% 3.13% 138% 24 25%
VWM
1643
Venturi Wealth Management
Texas
$1.2B +$73.7M +7% 0.59% 101% 340 18.24%
RI
1644
Redwood Investments
Massachusetts
$1.2B -$43.8M -4% 3.58% 74.1% 140 17.14%
CTI
1645
Community Trust & Investment
Kentucky
$1.2B +$102M +9% 0.31% 104% 115 11.3%
CF
1646
Cypress Funds
California
$1.2B -$8.06M -0.7% 1.45% 114% 19 10.53%
BIM
1647
Barton Investment Management
Pennsylvania
$1.19B -$23.4M -2% 0.02% 80.3% 42 7.14%
TCM
1648
Tran Capital Management
California
$1.19B -$17.2M -1% 3.44% 149% 46 2.17%
CF
1649
Centaurus Financial
California
$1.19B +$5.33M +0.4% 0.35% 60.5% 971 17.61%
RIL
1650
Rothschild Investment LLC
Illinois
$1.19B -$66M -5% 0.1% 78.6% 527 14.23%