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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
SVWAG
1876
Sound View Wealth Advisors Group
Georgia
$1.24B +$16.6M +1% 1.38% 73% 425 6.59%
CNAM
1877
Campbell Newman Asset Management
Wisconsin
$1.24B -$88.3M -7% 0.42% 108% 109 8.26%
MYIA
1878
Mount Yale Investment Advisors
Colorado
$1.24B +$197M +19% 2.58% 81.9% 625 24.16%
LFS
1879
Lutz Financial Services
Nebraska
$1.24B +$4.96M +0.4% 1.33% 35.3% 94 9.57%
TIM
1880
Triodos Investment Management
Netherlands
$1.24B -$31M -2% 4.91% 89.9% 50 4%
TLIC
1881
Taiyo Life Insurance Company
Japan
$1.23B -$28M -2% 2.71% 79.2% 13 15.38%
HTHT
1882
Hemenway Trust Hemenway Trust
New Hampshire
$1.23B -$31.3M -2% 0.45% 87.2% 136 8.82%
PCP
1883
Proficio Capital Partners
Massachusetts
$1.23B +$227M +23% 2.82% 97% 381 29.66%
PCA
1884
Prosperity Capital Advisors
Ohio
$1.23B +$56.1M +5% 0.27% 65.5% 372 19.09%
CFD
1885
Creative Financial Designs
Indiana
$1.23B +$44.4M +4% 0.36% 56.2% 1,867 13.98%
JSAM
1886
J. Safra Asset Management
New York
$1.23B +$177M +17% 1.75% 84.3% 368 26.36%
SC
1887
Strategy Capital
California
$1.23B +$190M +18% 25.6% 316% 10 0%
W
1888
Wealthquest
Ohio
$1.23B +$93.8M +8% 0.58% 52.1% 137 10.95%
AAIM
1889
American Assets Investment Management
California
$1.23B +$85.3M +7% 167% 507% 164 7.93%
CCG
1890
Clearlake Capital Group
California
$1.23B -$79.5M -6% 4.94% 47.3% 6 0%
CWG
1891
Cornerstone Wealth Group
North Carolina
$1.23B +$16M +1% 2.16% 96.5% 292 15.75%
SPC
1892
Stone Point Capital
Connecticut
$1.22B +$1.99M +0.2% 8.64% 15.7% 5 0%
MM
1893
Main Management
California
$1.22B +$7.5M +0.6% 1.68% 64.1% 144 9.72%
KCMH
1894
Keywise Capital Management (HK)
Hong Kong
$1.22B +$210M +21% 42.9% 684% 18 22.22%
CH
1895
Cannae Holdings
Nevada
$1.22B -$82.2M -6% 3.12% 88.6% 5 0%
MTC
1896
McDaniel Terry & Co
Texas
$1.22B +$25.6M +2% 0.85% 57.9% 104 8.65%
YIA
1897
YHB Investment Advisors
Connecticut
$1.22B +$9.8M +0.8% 1.57% 85.7% 289 7.27%
SVP
1898
Strategic Value Partners
Connecticut
$1.22B +$39M +3% 4.43% 3 33.33%
APCM
1899
Alaska Permanent Capital Management
Alaska
$1.22B -$46.7M -4% 2.49% 42.8% 42 4.76%
XT
1900
XTX Topco
Cayman Islands
$1.22B -$166M -12% 5.54% 87.3% 3,148 65.28%