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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
APCM
1776
Alaska Permanent Capital Management
Alaska
$1.19B +$72.3M +6% 4.34% 42.8% 36 16.67%
RSWM
1777
Robertson Stephens Wealth Management
California
$1.19B +$303M +34% 9.6% 103% 400 27.75%
PHAM
1778
Pacific Heights Asset Management
California
$1.19B +$134M +13% 11.4% 181% 83 4.82%
AIL
1779
AGF Investments LLC
Ontario, Canada
$1.19B +$175M +17% 9.54% 28.5% 504 27.98%
KCM
1780
Kanawha Capital Management
Virginia
$1.18B +$104M +10% 11.8% 62.5% 202 1.98%
ORI
1781
Oak Ridge Investments
Illinois
$1.18B +$48.8M +4% 12% 208% 188 19.15%
PWP
1782
Private Wealth Partners
California
$1.18B +$107M +10% 12.8% 112% 88 17.05%
GIG
1783
Goodnow Investment Group
Connecticut
$1.18B -$17.5M -1% 3.29% 131% 22 9.09%
AMI
1784
Amica Mutual Insurance
Rhode Island
$1.18B +$225M +23% 10% 80.4% 108 9.26%
MCC
1785
Money Concepts Capital
Florida
$1.18B 7.5% 74.5% 746
PIMG
1786
Patriot Investment Management Group
Tennessee
$1.18B +$72.3M +7% 5.38% 48.5% 254 5.91%
AUB
1787
Atlantic Union Bankshares
Virginia
$1.18B +$117M +11% 12% 78.9% 274 8.76%
BHWM
1788
Bar Harbor Wealth Management
New Hampshire
$1.18B +$109M +10% 11.2% 79.2% 255 10.59%
OC
1789
Oakworth Capital
Alabama
$1.18B +$141M +14% 9.56% 64.3% 608 7.89%
AWA
1790
Arete Wealth Advisors
Illinois
$1.17B +$266M +29% 7.25% 85.3% 536 29.48%
DAM
1791
Dorsey Asset Management
Illinois
$1.17B +$26.5M +2% 7.62% 122% 10 10%
QIM
1792
Quest Investment Management
Oregon
$1.17B +$81.3M +7% 10.1% 105% 99 8.08%
BC
1793
Blackhill Capital
New Jersey
$1.17B +$14.6M +1% 3% 212% 56 3.57%
LDB
1794
Lee, Danner & Bass
Tennessee
$1.17B +$84.1M +8% 8.08% 208 5.29%
DGAM
1795
Desjardins Global Asset Management
Quebec, Canada
$1.17B 12.2% 461
3AM
1796
3EDGE Asset Management
Florida
$1.17B -$100M -8% 1.99% 44.1% 50 36%
MFW
1797
Meristem Family Wealth
Minnesota
$1.17B +$130M +13% 10.8% 67.7% 441 17.69%
KA
1798
Klingman & Associates
New York
$1.16B +$93.4M +9% 7.3% 59.3% 184 7.07%
GPCM
1799
Greenbrier Partners Capital Management
Texas
$1.16B +$69.1M +6% 9.23% 96.1% 16 6.25%
SFM
1800
Stack Financial Management
Montana
$1.16B +$111M +11% 11.8% 58.4% 50 8%