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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
NP
1651
NorthRock Partners
Minnesota
$1.22B +$26.2M +2% 0.84% 62.8% 295 16.95%
AAS
1652
Annex Advisory Services
Wisconsin
$1.22B -$11.1M -0.9% 1.55% 77.9% 231 13.42%
CP
1653
Cumberland Partners
Ontario, Canada
$1.22B -$54.1M -4% 1.03% 101% 208 25%
MJRIC
1654
Mogy Joel R Investment Counsel
California
$1.22B +$38.3M +3% 2.97% 97.3% 114 1.75%
TIA
1655
Tandem Investment Advisors
South Carolina
$1.22B +$52.2M +4% 1.22% 10.4% 78 6.41%
MCWS
1656
McKinley Carter Wealth Services
West Virginia
$1.22B +$11M +0.9% 0.94% 57.4% 295 7.46%
WMC
1657
Westwood Management Corporation
Illinois
$1.22B -$21.3M -2% 0.48% 44.3% 81 6.17%
ECM
1658
Everence Capital Management
Indiana
$1.22B +$2.35M +0.2% 1.07% 108% 783 14.05%
BCM
1659
Brigade Capital Management
New York
$1.22B -$451M -27% 1.92% 42.7% 58 20.69%
RA
1660
RFG Advisory
Alabama
$1.22B +$92.1M +8% 0.28% 52.3% 447 9.84%
SC
1661
Sepio Capital
Utah
$1.21B -$711K -0.1% 1.12% 75.2% 390 22.05%
GM
1662
GeoWealth Management
Illinois
$1.21B +$422M +53% 0.63% 58% 408 37.75%
AWM
1663
Avior Wealth Management
Nebraska
$1.21B +$217M +22% 0.56% 66% 1,231 16.17%
MD
1664
Money Design
Japan
$1.21B +$242M +25% 1.71% 26.4% 72 27.78%
EECFX
1665
EnCap Energy Capital Fund X
Texas
$1.21B +$215M +22% 21.7% 1 0%
OCM
1666
One Capital Management
California
$1.21B +$83M +7% 1.31% 50.5% 217 11.06%
BP
1667
BBR Partners
New York
$1.21B -$56.3M -4% 2.75% 63.4% 236 23.73%
CAM
1668
Cacti Asset Management
Georgia
$1.21B -$34.1M -3% 0.14% 168% 79 2.53%
WFMPM
1669
Woodley Farra Manion Portfolio Management
Indiana
$1.21B -$86.9M -7% 1.35% 68.1% 99 5.05%
G
1670
GenTrust
Florida
$1.21B +$19.6M +2% 1.14% 53% 150 10.67%
BP
1671
Berkshire Partners
Massachusetts
$1.21B -$180M -13% 5.25% 79% 2 0%
MWM
1672
Merriman Wealth Management
Washington
$1.2B +$37.4M +3% 1.37% 18.3% 230 20.43%
SAM
1673
Sectoral Asset Management
Quebec, Canada
$1.2B -$33.6M -3% 1.04% 168% 147 27.21%
GWM
1674
Greenwich Wealth Management
Connecticut
$1.2B +$29.5M +3% 2.33% 198% 247 12.96%
FM
1675
Foster & Motley
Ohio
$1.2B +$7.06M +0.6% 0.54% 68.8% 335 5.97%