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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
KA
1626
Klingman & Associates
New York
$1.18B +$13.3M +1% 213
FLII
1627
First Long Island Investors
New York
$1.18B -$97M -8% 66
AFG
1628
Albion Financial Group
Utah
$1.17B -$87.6M -7% 693
LDB
1629
Lee, Danner & Bass
Tennessee
$1.17B +$5.3M +0.5% 211
AF
1630
Alerus Financial
North Dakota
$1.17B -$54.5M -4% 193
KOCAA
1631
Knights of Columbus Asset Advisors
Connecticut
$1.17B -$65.6M -5% 334
PHAM
1632
Pacific Heights Asset Management
California
$1.17B -$17.4M -1% 82
BWL
1633
Bogart Wealth LLC
Virginia
$1.17B +$61.6M +6% 912
H
1634
HoyleCohen
California
$1.17B -$34.7M -3% 288
FCM
1635
FJ Capital Management
Virginia
$1.16B -$27.2M -2% 125
GACM
1636
Global Alpha Capital Management
Quebec, Canada
$1.16B +$132M +13% 36
SCP
1637
Sandhill Capital Partners
New York
$1.16B -$124M -10% 101
PP
1638
PDT Partners
New York
$1.16B -$151M -12% 1,189
OC
1639
Oakworth Capital
Alabama
$1.16B -$15.2M -1% 605
AWM
1640
Avior Wealth Management
Nebraska
$1.16B -$49.5M -4% 1,308
MIAS
1641
Mason Investment Advisory Services
Virginia
$1.16B -$51M -4% 105
SBWIC
1642
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.16B -$85.1M -7% 154
RSWM
1643
Robertson Stephens Wealth Management
California
$1.16B -$12.8M -1% 413
FI
1644
Fosun International
China
$1.16B -$591M -34% 256
AP
1645
Atwood & Palmer
Missouri
$1.16B -$36.6M -3% 473
SFG
1646
Sather Financial Group
Texas
$1.16B +$3.99M +0.3% 103
GIM
1647
Goelzer Investment Management
Indiana
$1.16B -$70.4M -6% 233
TFS
1648
TrustCore Financial Services
Tennessee
$1.16B +$271M +31% 1,128
FWI
1649
Facet Wealth Inc
Maryland
$1.15B +$78.9M +7% 72
PIMG
1650
Patriot Investment Management Group
Tennessee
$1.15B -$25.9M -2% 257