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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
MSFS
1801
Main Street Financial Solutions
Pennsylvania
$1.38B +$227M +20% 9.66% 75.4% 582 16.84%
MPIA
1802
Mountain Pacific Investment Advisers
Idaho
$1.38B +$33.3M +2% 9.92% 79.5% 145 7.59%
PFM
1803
Phillips Financial Management
Indiana
$1.38B +$84.3M +7% 6.09% 41.8% 288 13.54%
ADL
1804
Asset Dedication LLC
California
$1.38B +$145M +12% 9.47% 67.8% 1,243 14.16%
VIP
1805
Vantage Investment Partners
Missouri
$1.37B +$183M +15% 8.48% 50.9% 67 7.46%
WIM
1806
WealthPlan Investment Management
Nebraska
$1.37B +$358M +35% 7.26% 62.6% 355 27.61%
AIP
1807
ARS Investment Partners
New York
$1.37B +$266M +24% 18.6% 260% 211 29.86%
GWM
1808
GDS Wealth Management
Texas
$1.37B +$198M +17% 11.2% 82.2% 180 10%
PCG
1809
Prosperity Consulting Group
Maryland
$1.37B +$76.8M +6% 7.98% 66.8% 484 12.6%
CC
1810
Carrhae Capital
United Kingdom
$1.37B +$851K +0.1% 12.3% 159% 35 51.43%
AT
1811
Avalon Trust
New Mexico
$1.37B +$110M +9% 15.4% 118% 476 25.84%
SH
1812
Spear Holdings
United Arab Emirates
$1.37B +$67.1M +5% 13.1% 22 50%
GPCM
1813
Greenbrier Partners Capital Management
Texas
$1.36B +$87M +7% 11.3% 96.1% 14 7.14%
CIM
1814
Corda Investment Management
Texas
$1.36B +$102M +8% 3.47% 75.4% 78 10.26%
ACM
1815
Adelante Capital Management
California
$1.36B +$37.1M +3% 1.2% 43.2% 42 2.38%
NSGL
1816
No Street GP LP
California
$1.36B +$74.9M +6% 17.1% 246% 32 31.25%
LCG
1817
Luxor Capital Group
New York
$1.36B -$394M -22% 14.9% 131% 74 45.95%
FC
1818
Finepoint Capital
Massachusetts
$1.36B +$44.3M +3% 55.3% 27.4% 25 60%
IVAV
1819
Index Venture Associates VI
Jersey
$1.35B +$752M +125% 125% 312% 1 0%
SFG
1820
Sage Financial Group
Pennsylvania
$1.35B +$116M +9% 9.2% 62% 107 10.28%
BGM
1821
Burkehill Global Management
New York
$1.35B +$9.54M +0.7% 33% 120 66.67%
HR
1822
Howe & Rusling
New York
$1.35B +$165M +14% 11.9% 82% 496 18.35%
SVWAG
1823
Sound View Wealth Advisors Group
Georgia
$1.35B +$135M +11% 7.6% 73% 435 9.43%
FWP
1824
FAS Wealth Partners
Kansas
$1.35B +$126M +10% 8.1% 72.3% 471 11.68%
KFP
1825
KMG Fiduciary Partners
Ohio
$1.35B +$146M +12% 11.7% 98% 296 6.76%