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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
NCM
1876
Novare Capital Management
North Carolina
$931M +$50.9M +6% 7.51% 65.7% 180 9.44%
NYLIC
1877
New York Life Insurance Company
New York
$931M -$177M -16% 7.97% 51.3% 9 22.22%
LFS
1878
Lutz Financial Services
Nebraska
$930M +$53.5M +6% 3.38% 28.7% 82 8.54%
WPC
1879
Wedmont Private Capital
Pennsylvania
$929M +$171M +23% 5.82% 78.4% 532 20.3%
MAS
1880
Meeder Advisory Services
Ohio
$929M +$60.8M +7% 6.45% 71.1% 453 9.71%
PM
1881
Pembroke Management
Quebec, Canada
$928M +$13.5M +1% 7.81% 94.8% 66 9.09%
IPW
1882
Invictus Private Wealth
Colorado
$927M +$77.3M +9% 8.48% 84.2% 93 9.68%
MIM
1883
Marco Investment Management
Georgia
$925M +$38.3M +4% 7.43% 92.8% 210 8.1%
GM
1884
GeoWealth Management
Illinois
$925M +$70.5M +8% 2.01% 42.4% 486 28.6%
TCM
1885
Tybourne Capital Management
Hong Kong
$925M -$67.9M -7% 12.6% 109% 50 34%
CWM
1886
Cahaba Wealth Management
Georgia
$925M +$50.9M +6% 3.94% 36.7% 152 7.24%
BCM
1887
BTC Capital Management
Iowa
$925M +$55.7M +6% 7.45% 257 15.95%
WA
1888
WFM Asia
British Virgin Islands
$925M -$169M -15% 13.8% 14.1% 9 0%
BFIM
1889
Beese Fulmer Investment Management
Ohio
$924M +$48.2M +6% 7.53% 81.1% 225 4.44%
SFI
1890
SPC Financial Inc
Maryland
$924M +$47.5M +5% 3.87% 65.1% 224 12.95%
GIM
1891
Genesis Investment Management
United Kingdom
$923M +$1.71M +0.2% 6.98% 47.4% 16 12.5%
MIA
1892
MainStreet Investment Advisors
Illinois
$921M -$1.26M -0.1% 4.63% 48.7% 187 9.09%
NP
1893
Ninepoint Partners
Ontario, Canada
$920M +$19.3M +2% 0.21% 38.6% 107 40.19%
RCA
1894
Resonant Capital Advisors
Wisconsin
$920M +$39M +4% 3.48% 50.6% 272 8.82%
DAM
1895
DLD Asset Management
New York
$920M -$269M -23% 0.55% 8.24% 136 59.56%
NIM
1896
Nexus Investment Management
Ontario, Canada
$919M +$12.6M +1% 3.73% 77.5% 73 4.11%
FNFDCM
1897
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$918M +$60.8M +7% 5.78% 67.3% 171 7.02%
FTS
1898
Fifth Third Securities
Ohio
$918M +$45.8M +5% 4% 58.9% 219 8.68%
LNB
1899
Ledyard National Bank
$918M +$47.3M +5% 6.55% 69.8% 209 7.66%
MCM
1900
Maple Capital Management
Vermont
$918M +$99.5M +12% 12.8% 94.4% 101 9.9%