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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
NIM
1626
NXG Investment Management
Texas
$1.74B -$17.9M -1% 0.86% 114% 67 22.39%
AWM
1627
Aprio Wealth Management
Georgia
$1.74B +$737M +73% 2.07% 60.6% 565 26.9%
TCC
1628
Trans-Canada Capital
Quebec, Canada
$1.74B +$92.8M +6% 1.95% 12 50%
PFM
1629
Premier Fund Managers
United Kingdom
$1.74B -$698M -29% 0.23% 56.6% 194 30.93%
ACG
1630
Aventail Capital Group
New York
$1.74B -$421M -20% 0.39% 147% 176 30.11%
LWMT
1631
Legacy Wealth Management (Tennessee)
Tennessee
$1.74B +$36.9M +2% 1.42% 46.9% 31 6.45%
RP
1632
Regal Partners
Australia
$1.73B +$337M +24% 12.2% 133% 125 52.8%
TCBWMS
1633
Texas Capital Bank Wealth Management Services
Texas
$1.73B +$520M +43% 0.98% 68.2% 355 32.68%
BGCP
1634
Bristol Gate Capital Partners
Ontario, Canada
$1.73B +$39.9M +2% 4.95% 56.1% 36 22.22%
WAS
1635
Wesleyan Assurance Society
United Kingdom
$1.73B +$61.9M +4% 5.51% 102% 110 4.55%
BHWM
1636
Bar Harbor Wealth Management
New Hampshire
$1.73B +$64.2M +4% 5.09% 79.2% 267 7.12%
BFG
1637
Berger Financial Group
Minnesota
$1.73B +$55M +3% 2.56% 49.7% 491 9.78%
TF
1638
Trek Financial
Arizona
$1.73B +$45.9M +3% 6.13% 109% 521 30.52%
DF
1639
DNCA Finance
France
$1.73B +$266M +18% 2.74% 116 15.52%
JPG
1640
Jordan Park Group
California
$1.73B -$27M -2% 1.28% 26.8% 70 8.57%
JCM
1641
Jacobi Capital Management
Pennsylvania
$1.73B +$82.7M +5% 2.91% 62.7% 625 7.68%
SWM
1642
Segment Wealth Management
Texas
$1.72B +$55.8M +3% 2.91% 102% 322 13.35%
QPBE
1643
Quintet Private Bank (Europe)
Luxembourg
$1.72B -$62.4M -3% 4.68% 87.2% 212 15.57%
KCMH
1644
Kontiki Capital Management (HK)
Hong Kong
$1.72B -$159M -8% 3.99% 130% 8 12.5%
HBT
1645
Hills Bank & Trust
Iowa
$1.72B +$20.4M +1% 1.5% 47.5% 356 13.76%
FVWA
1646
Foster Victor Wealth Advisors
South Carolina
$1.72B +$110M +7% 2.42% 68.9% 240 11.25%
CIM
1647
Cambria Investment Management
California
$1.71B +$66.1M +4% 2.95% 61.7% 673 31.35%
EA
1648
Efficient Advisors
Ohio
$1.71B -$61.5M -3% 1.46% 30.6% 59 3.39%
PAIM
1649
Punch & Associates Investment Management
Minnesota
$1.71B -$12.3M -0.7% 1.66% 77.5% 167 10.78%
MIG
1650
Mariner Investment Group
New York
$1.71B +$1.38B +418% 2.13% 130 55.38%