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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
NRI
1726
NFP Retirement Inc
California
$1.64B +$78.5M +5% 1.46% 46.7% 318 10.06%
PPW
1727
Parcion Private Wealth
Washington
$1.64B +$40.5M +3% 1.96% 103% 450 27.33%
GACM
1728
Global Alpha Capital Management
Quebec, Canada
$1.64B -$110M -6% 6.37% 80.4% 65 27.69%
BFPW
1729
BOK Financial Private Wealth
Colorado
$1.63B +$44.8M +3% 2.37% 61.8% 471 22.51%
CP
1730
Cumberland Partners
Ontario, Canada
$1.63B +$103M +7% 3.71% 101% 186 20.43%
MCIL
1731
MFF Capital Investments Ltd
$1.63B 3.18% 19
MCI
1732
McDonald Capital Investors
California
$1.63B +$21.7M +1% 1.54% 60.2% 22 9.09%
GA
1733
Greenspring Advisors
Maryland
$1.63B +$1.06B +188% 2.12% 282 59.57%
EIP
1734
Easterly Investment Partners
Massachusetts
$1.63B +$151M +10% 4.39% 57.6% 229 20.96%
FDCP
1735
Foster Dykema Cabot & Partners
Massachusetts
$1.63B +$103M +7% 3.4% 448 32.59%
RC
1736
Roundview Capital
New Jersey
$1.63B +$43.9M +3% 2.84% 77.7% 353 11.05%
LIA
1737
LBMC Investment Advisors
Tennessee
$1.63B +$56.2M +4% 1.63% 52.8% 242 10.74%
WJA
1738
Willis Johnson & Associates
Texas
$1.62B +$6.43M +0.4% 2.33% 50.9% 203 14.78%
HCS
1739
Himension Capital (Singapore)
Singapore
$1.62B -$10.6M -0.6% 10.5% 492% 114 35.96%
MA
1740
Madrone Advisors
California
$1.62B -$415M -20% 17.6% 10.4% 6 16.67%
JFGLC
1741
Johnson Financial Group LLC (Colorado)
Colorado
$1.62B +$522M +48% 2.07% 58.7% 132 40.91%
TNB
1742
Thomasville National Bank
Georgia
$1.61B +$25.2M +2% 2.95% 257 10.89%
ZDA
1743
Zweig-DiMenna Associates
New York
$1.61B +$182M +13% 13.6% 561% 129 41.09%
CC
1744
Casdin Capital
New York
$1.61B +$411M +34% 34.7% 370% 39 20.51%
SCI
1745
S&CO Inc
Massachusetts
$1.61B -$23.6M -1% 3.42% 68.8% 228 7.02%
GWANC
1746
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.61B +$67.8M +4% 2.04% 58.9% 385 12.21%
AFG
1747
Albion Financial Group
Utah
$1.61B -$49.1M -3% 2.01% 68% 689 11.32%
MSA
1748
MUFG Securities Americas
New York
$1.61B +$56.8M +4% 3.96% 514 2.53%
AIP
1749
AE Industrial Partners
Florida
$1.61B -$380M -19% 16.5% 3 0%
RIM
1750
Rush Island Management
New York
$1.6B +$142M +10% 2.11% 15.5% 21 38.1%