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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
LI
1651
LMCG Investments
Massachusetts
$1.75B +$48.1M +3% 7.5% 125% 226 4.87%
MSR
1652
Main Street Research
Connecticut
$1.75B -$103M -6% 4.75% 232% 146 23.29%
NIM
1653
NXG Investment Management
Texas
$1.74B -$17.9M -1% 0.86% 136% 67 22.39%
ISS
1654
Intesa Sanpaolo SpA.
Italy
$1.74B 1.58% 213
AWM
1655
Aprio Wealth Management
Georgia
$1.74B +$737M +73% 2.07% 60.6% 565 26.9%
TCC
1656
Trans-Canada Capital
Quebec, Canada
$1.74B +$92.8M +6% 1.95% 12 50%
PFM
1657
Premier Fund Managers
United Kingdom
$1.74B -$698M -29% 0.23% 56.6% 194 30.93%
ACG
1658
Aventail Capital Group
New York
$1.74B -$421M -20% 0.39% 154% 176 30.11%
LWMT
1659
Legacy Wealth Management (Tennessee)
Tennessee
$1.74B +$36.9M +2% 1.42% 46.9% 31 6.45%
RP
1660
Regal Partners
Australia
$1.73B +$337M +24% 12.2% 146% 125 52.8%
TCBWMS
1661
Texas Capital Bank Wealth Management Services
Texas
$1.73B +$520M +43% 0.98% 81.9% 355 32.68%
BGCP
1662
Bristol Gate Capital Partners
Ontario, Canada
$1.73B +$39.9M +2% 4.95% 79.2% 36 22.22%
WAS
1663
Wesleyan Assurance Society
United Kingdom
$1.73B +$61.9M +4% 5.51% 102% 110 4.55%
BHWM
1664
Bar Harbor Wealth Management
New Hampshire
$1.73B +$64.2M +4% 5.09% 79.2% 267 7.12%
BFG
1665
Berger Financial Group
Minnesota
$1.73B +$55M +3% 2.56% 59.9% 491 9.78%
TF
1666
Trek Financial
Arizona
$1.73B +$45.9M +3% 6.13% 144% 521 30.52%
DF
1667
DNCA Finance
France
$1.73B +$266M +18% 2.74% 116 15.52%
JPG
1668
Jordan Park Group
California
$1.73B -$27M -2% 1.28% 43.2% 70 8.57%
JCM
1669
Jacobi Capital Management
Pennsylvania
$1.73B +$82.7M +5% 2.91% 76.6% 625 7.68%
SWM
1670
Segment Wealth Management
Texas
$1.72B +$55.8M +3% 2.91% 102% 322 13.35%
QPBE
1671
Quintet Private Bank (Europe)
Luxembourg
$1.72B -$62.4M -3% 4.68% 87.2% 212 15.57%
KCMH
1672
Kontiki Capital Management (HK)
Hong Kong
$1.72B -$159M -8% 3.99% 90.6% 8 12.5%
HBT
1673
Hills Bank & Trust
Iowa
$1.72B +$20.4M +1% 1.5% 52.8% 356 13.76%
FVWA
1674
Foster Victor Wealth Advisors
South Carolina
$1.72B +$110M +7% 2.42% 68.9% 240 11.25%
CIM
1675
Cambria Investment Management
California
$1.71B +$66.1M +4% 2.95% 72% 673 31.35%