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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
PP
1876
PDS Planning
Ohio
$1.19B +$60.7M +5% 0.32% 62.7% 491 12.63%
APCM
1877
Alaska Permanent Capital Management
Alaska
$1.19B -$30.7M -3% 0.21% 42.8% 46 36.96%
FTS
1878
Fifth Third Securities
Ohio
$1.19B +$8.26M +0.7% 1.99% 58.9% 305 9.18%
GS
1879
Gilead Sciences
California
$1.18B -$370M -24% 20.2% 16 12.5%
BOTOTLSJU
1880
Board of Trustees of The Leland Stanford Junior University
California
$1.18B +$9.96M +0.9% 5.82% 142% 23 13.04%
RIA
1881
Recurrent Investment Advisors
Texas
$1.18B +$90.9M +8% 4.54% 99.7% 68 8.82%
FFS
1882
Founders Financial Securities
Maryland
$1.18B +$70.9M +6% 1.18% 64.3% 510 24.51%
TA
1883
Trivest Advisors
Hong Kong
$1.18B -$1.02B -46% 20.1% 2,977% 54 77.78%
CNAM
1884
Campbell Newman Asset Management
Wisconsin
$1.18B -$62.2M -5% 0.31% 108% 108 7.41%
PMG
1885
ProVise Management Group
Florida
$1.18B +$11.9M +1% 0.93% 66.8% 263 7.22%
KCM
1886
Kathmere Capital Management
Pennsylvania
$1.18B +$63.1M +6% 0.72% 62.3% 459 15.9%
Koshinski Asset Management
1887
Koshinski Asset Management
Illinois
$1.18B +$9.11M +0.8% 1.5% 76.5% 666 11.11%
NPT
1888
Nixon Peabody Trust
Massachusetts
$1.18B -$35.9M -3% 2.78% 85.3% 162 14.81%
MAP
1889
Madison Avenue Partners
New York
$1.18B +$233M +25% 5.09% 284% 23 39.13%
KB
1890
Kimelman & Baird
New York
$1.18B -$81.2M -6% 1.69% 361 4.99%
HCM
1891
Hilton Capital Management
New York
$1.18B +$20.9M +2% 1.4% 58.2% 182 21.98%
BHWM
1892
Beaird Harris Wealth Management
Texas
$1.18B +$18.6M +2% 0.43% 41.3% 546 15.93%
AC
1893
AlphaCore Capital
California
$1.18B +$714M +154% 1.32% 85.9% 788 69.42%
VA
1894
VR Adviser
New York
$1.18B -$282M -19% 17.8% 1,698% 41 19.51%
MIM
1895
Morningstar Investment Management
Illinois
$1.17B -$93.7M -7% 1.36% 48.2% 216 68.98%
GWM
1896
GDS Wealth Management
Texas
$1.17B +$75.3M +7% 2.1% 82.2% 186 18.28%
NFA
1897
Nationwide Fund Advisors
Ohio
$1.17B -$76.8M -6% 0.09% 28.3% 7 0%
NS
1898
NBC Securities
Alabama
$1.17B +$1.17B +107,204% 0.49% 86.6% 2,157 43.95%
GC
1899
Gillson Capital
Illinois
$1.17B +$62.8M +6% 3.56% 84.9% 90 58.89%
HCS
1900
Himension Capital (Singapore)
Singapore
$1.17B -$272M -19% 12.5% 492% 68 41.18%