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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
CWS
1851
Confluence Wealth Services
Pennsylvania
$1.13B +$221M +24% 8.14% 64.5% 350 20.57%
CM
1852
Crestline Management
Texas
$1.13B -$41.7M -4% 11% 52.5% 239 68.62%
DAM
1853
Delta Asset Management
Tennessee
$1.13B +$81.2M +8% 9.65% 52.1% 697 7.75%
NC
1854
NewSquare Capital
Pennsylvania
$1.13B +$82.1M +8% 7.62% 76.5% 537 25.33%
WAS
1855
Wesleyan Assurance Society
United Kingdom
$1.13B +$119M +12% 11% 102% 103 0.97%
FWP
1856
FAS Wealth Partners
Kansas
$1.13B +$75.9M +7% 7.18% 58% 465 10.75%
YIA
1857
YHB Investment Advisors
Connecticut
$1.13B +$94.7M +9% 10.3% 85.7% 279 7.53%
GLA
1858
Good Life Advisors
Pennsylvania
$1.13B +$116M +11% 9.52% 60% 487 15.81%
IPW
1859
Invictus Private Wealth
Colorado
$1.13B +$105M +10% 9.22% 84.2% 92 4.35%
PCM
1860
Penn Capital Management
Pennsylvania
$1.13B +$34.2M +3% 6.09% 116% 168 27.98%
MIIM
1861
Mesirow Institutional Investment Management
Illinois
$1.12B +$55.6M +5% 7.52% 139 34.53%
MTC
1862
McDaniel Terry & Co
Texas
$1.12B +$79.1M +8% 9.3% 52.9% 103 18.45%
PE
1863
Point72 Europe
United Kingdom
$1.12B +$323M +40% 11.3% 95.4% 463 88.34%
ABI
1864
Abrams Bison Investments
Maryland
$1.12B +$123M +12% 17.7% 103% 13 30.77%
LCM
1865
Lonestar Capital Management
California
$1.12B +$436M +64% 2.44% 237% 27 40.74%
VIP
1866
Vantage Investment Partners
Missouri
$1.12B +$116M +12% 8.5% 50.9% 70 18.57%
CIP
1867
CAS Investment Partners
Connecticut
$1.12B +$289M +35% 45.1% 813% 5 0%
T
1868
TOBAM
France
$1.12B -$27.7M -2% 10.7% 36.7% 403 13.65%
HCM
1869
Hilton Capital Management
New York
$1.12B +$183M +20% 8.21% 51.5% 183 14.75%
JIP
1870
Jaffetilchin Investment Partners
Florida
$1.12B +$90M +9% 10.4% 78.5% 398 22.61%
HFM
1871
Harvest Fund Management
China
$1.11B +$472M +73% 15.9% 202% 797 34.5%
SCA
1872
Stonebridge Capital Advisors
Minnesota
$1.11B +$116M +12% 9.1% 64.2% 229 7.86%
WCP
1873
Waterfront Capital Partners
New York
$1.11B -$104M -9% 2.85% 88.3% 59 69.49%
SFG
1874
Sage Financial Group
Pennsylvania
$1.11B +$84.5M +8% 8.37% 62% 102 0.98%
PL
1875
Parkwood LLC
Ohio
$1.11B +$273M +33% 11.2% 85.8% 211 44.55%