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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
MFG
1676
Magnus Financial Group
New York
$1.01B +$148M +17% 14.5% 70.8% 397 30.48%
PTC
1677
Petrus Trust Company
Texas
$1.01B +$47.7M +5% 14.9% 25.1% 281 78.65%
APCM
1678
Alaska Permanent Capital Management
Alaska
$1.01B +$91.1M +10% 12.2% 32.5% 35 0%
FQ
1679
First Quadrant
California
$1B +$219M +28% 13.9% 90.6% 708 31.92%
SGI
1680
Summit Global Investments
Utah
$1B +$32.8M +3% 11.6% 47.3% 292 27.74%
CCP
1681
Corient Capital Partners
California
$1B +$130M +15% 13.5% 39.2% 570 17.37%
EC
1682
EJF Capital
Virginia
$999M -$200M -17% 43.8% 102% 254 58.66%
BFS
1683
Bard Financial Services
Connecticut
$998M 10.3% 90.1% 265
BHWM
1684
Bar Harbor Wealth Management
New Hampshire
$998M +$93.1M +10% 10.5% 79.2% 245 8.16%
DILH
1685
Dai-ichi Life Holdings
Japan
$997M +$331M +50% 49.7% 1 0%
TA
1686
Trivest Advisors
Hong Kong
$996M +$344M +53% 54.2% 1,458% 26 76.92%
CPSAC
1687
Chas P. Smith & Associates (CPS)
Florida
$995M +$107M +12% 13% 49.1% 108 10.19%
CIM
1688
Corda Investment Management
Texas
$995M +$75.7M +8% 12.8% 50.5% 62 8.06%
CGM
1689
Capital Growth Management
Massachusetts
$993M +$35.8M +4% 33.3% 422% 78 73.08%
WCM
1690
Windward Capital Management
California
$993M +$2.68M +0.3% 12.8% 69.9% 81 7.41%
OC
1691
ORIX Corp
Japan
$992M +$343M +53% 52.7% 11.7% 1 0%
AIA
1692
Angeles Investment Advisors
California
$991M +$192M +24% 16.8% 71.7% 117 21.37%
GIG
1693
Goodnow Investment Group
Connecticut
$991M +$107M +12% 24% 138% 24 25%
KM
1694
Kora Management
New York
$990M +$136M +16% 31.5% 197% 6 50%
LSGA
1695
Lone Star Global Acquisitions
Bermuda
$990M +$259M +35% 36.3% 380% 2 0%
AI
1696
Atom Investors
Texas
$990M -$59.1M -6% 28.1% 63.4% 657 69.86%
WIA
1697
Wealthstreet Investment Advisors
Texas
$989M +$93.9M +10% 12.1% 75.8% 365 12.33%
SSWM
1698
Smith Salley Wealth Management
North Carolina
$987M +$160M +19% 12.9% 106% 221 18.1%
ICP
1699
Inclusive Capital Partners
California
$986M 14.6% 14.3% 10
CTI
1700
Community Trust & Investment
Kentucky
$985M +$111M +13% 16.7% 104% 87 29.89%