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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
MA
1876
MONECO Advisors
Connecticut
$1.64B +$346M +27% 14.1% 70.5% 625 22.4%
HCMG
1877
Howard Capital Management Group
California
$1.64B +$129M +9% 16% 95.9% 160 16.88%
KGI
1878
Kopernik Global Investors
Florida
$1.63B +$200M +14% 8.7% 128% 33 15.15%
AP
1879
Appleton Partners
Massachusetts
$1.63B +$198M +14% 26.2% 101% 284 10.92%
HCS
1880
Himension Capital (Singapore)
Singapore
$1.63B +$329M +25% 71.1% 492% 197 46.19%
ACP
1881
Atalan Capital Partners
New York
$1.63B +$545M +50% 73.1% 319% 11 27.27%
CIM
1882
Corda Investment Management
Texas
$1.63B +$184M +13% 19% 75.4% 88 12.5%
LWM
1883
Lyell Wealth Management
California
$1.63B +$269M +20% 27.7% 128% 241 14.11%
QC
1884
Quent Capital
New York
$1.63B +$218M +15% 14.1% 78.1% 1,697 12.37%
SMA
1885
Sage Mountain Advisors
Georgia
$1.63B +$197M +14% 11% 62.5% 321 17.76%
AT
1886
Avalon Trust
New Mexico
$1.63B +$174M +12% 21.8% 118% 485 9.9%
WBC
1887
Westpac Banking Corp
Australia
$1.62B +$186M +13% 24.6% 127% 544 17.46%
SC
1888
Strategy Capital
California
$1.62B +$400M +33% 67.1% 316% 11 0%
CHAM
1889
Clear Harbor Asset Management
Connecticut
$1.62B +$172M +12% 23.3% 98.6% 492 17.07%
MIM
1890
Morningstar Investment Management
Illinois
$1.62B +$6.35M +0.4% 6.92% 48.2% 317 0.63%
NGA
1891
Naples Global Advisors
Florida
$1.62B +$250M +18% 26.8% 103% 472 7.84%
CIAS
1892
Capital Investment Advisory Services
North Carolina
$1.62B +$249M +18% 13.9% 69.3% 1,341 13.27%
CBA
1893
Coastal Bridge Advisors
Connecticut
$1.62B +$202M +14% 20.4% 88.1% 493 14%
SWP
1894
Strategic Wealth Partners
Ohio
$1.62B +$173M +12% 11.6% 1,575 13.52%
RIA
1895
Recurrent Investment Advisors
Texas
$1.61B -$50.4M -3% 2.76% 99.7% 71 5.63%
SVWAG
1896
Sound View Wealth Advisors Group
Georgia
$1.61B +$141M +10% 14.5% 73% 461 13.02%
RWB
1897
RMR Wealth Builders
New Jersey
$1.61B +$340M +27% 19.4% 81.6% 326 18.1%
BPAMU
1898
BTG Pactual Asset Management US
New York
$1.61B +$454M +39% 11.7% 558 58.24%
TAM
1899
Trust Asset Management
Texas
$1.61B +$209M +15% 19.8% 91.1% 234 5.98%
QPBE
1900
Quintet Private Bank (Europe)
Luxembourg
$1.6B +$112M +7% 15.6% 87.2% 204 12.75%