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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
AF
1801
Advisornet Financial
Minnesota
$1.08B -$17.1M -2% 10.3% 63.7% 2,534 13.93%
CCM
1802
CloudAlpha Capital Management
Hong Kong
$1.08B -$781M -42% 28.9% 1,456% 65 67.69%
GMP
1803
Great Mountain Partners
Connecticut
$1.08B +$154M +17% 16.8% 92.8% 2 0%
TCM
1804
Tang Capital Management
California
$1.08B +$374M +53% 48% 474% 136 31.62%
CIAS
1805
Capital Investment Advisory Services
North Carolina
$1.08B +$59.6M +6% 8.32% 69.3% 1,030 13.11%
CWP
1806
Cyndeo Wealth Partners
Florida
$1.08B +$121M +13% 10.5% 83.8% 385 16.62%
AHC
1807
Adell Harriman & Carpenter
Texas
$1.08B +$117M +12% 13.8% 128% 167 7.19%
NFG
1808
Nations Financial Group
Iowa
$1.08B +$86.9M +9% 9.57% 105% 653 11.33%
SWA
1809
SFMG Wealth Advisors
Texas
$1.08B +$106M +11% 10.3% 63.3% 285 15.44%
AUB
1810
Atlantic Union Bankshares
Virginia
$1.08B +$103M +11% 11.1% 66% 285 7.37%
YIH
1811
Y-Intercept (HK)
Hong Kong
$1.07B +$51.2M +5% 13.2% 34.4% 1,747 75.62%
OAM
1812
Oberweis Asset Management
Illinois
$1.07B +$132M +14% 15.4% 312% 238 37.39%
LGM
1813
Logos Global Management
California
$1.07B +$322M +43% 54.9% 1,594% 77 58.44%
GCM
1814
Greenland Capital Management
New York
$1.07B +$43.4M +4% 14.6% 183% 586 72.53%
GGS
1815
Galvin Gaustad & Stein
Arizona
$1.07B +$82.3M +8% 9.79% 40.1% 187 12.3%
WIC
1816
Woodmont Investment Counsel
Tennessee
$1.07B +$124M +13% 9.13% 66.8% 249 11.24%
MIIM
1817
Mesirow Institutional Investment Management
Illinois
$1.07B +$82.7M +8% 13.2% 138 32.61%
IC
1818
Ikarian Capital
Texas
$1.07B +$237M +28% 34.9% 5,763% 191 55.5%
DG
1819
DigitalBridge Group
Florida
$1.07B +$204M +24% 18.1% 112% 80 26.25%
LFS
1820
Lutz Financial Services
Nebraska
$1.07B +$148M +16% 9.4% 28.7% 85 5.88%
LC
1821
L1 Capital
Australia
$1.07B -$109M -9% 8.54% 139% 14 28.57%
PTC
1822
Philadelphia Trust Company
Pennsylvania
$1.07B +$91.7M +9% 13% 141% 229 6.99%
S
1823
Siemens
Germany
$1.06B +$51.8M +5% 5.29% 35.2% 2 0%
EWM
1824
Executive Wealth Management
Michigan
$1.06B +$96.8M +10% 9.8% 18.4% 225 16%
CC
1825
Callan Capital
California
$1.06B +$126M +13% 10.2% 20.1% 252 26.19%