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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
4WM
1926
49 Wealth Management
Texas
$1.34B +$107M +9% 0.23% 231 26.41%
WA
1927
WBH Advisory
Maryland
$1.34B -$15.2M -1% 1.96% 47.2% 363 9.09%
AWA
1928
Arete Wealth Advisors
Illinois
$1.33B -$308M -19% 0.36% 63.9% 788 62.69%
RCM
1929
Radcliffe Capital Management
Pennsylvania
$1.33B -$503M -27% 0.09% 4.93% 451 43.24%
WFA
1930
Wellspring Financial Advisors
Ohio
$1.33B +$68.8M +5% 1.16% 77.2% 315 24.76%
NS
1931
NBC Securities
Alabama
$1.33B -$1.53M -0.1% 1.79% 86.6% 2,971 20.6%
AFCM
1932
Applied Finance Capital Management
Puerto Rico
$1.33B -$64.2M -5% 0.08% 68.5% 236 12.29%
CRAM
1933
Compass Rose Asset Management
New York
$1.33B +$100M +8% 4.65% 47% 36 77.78%
SWM
1934
SHP Wealth Management
Massachusetts
$1.33B +$40.5M +3% 2.37% 1,931 25.12%
MRL
1935
Mantle Ridge LP
New York
$1.33B -$1.18B -47% 11% 44.2% 2 50%
MIM
1936
Marco Investment Management
Georgia
$1.33B -$6.95M -0.5% 2.04% 92.8% 238 6.72%
TCWA
1937
Turtle Creek Wealth Advisors
Texas
$1.32B +$54.3M +4% 1.17% 514 31.71%
TAM
1938
Titleist Asset Management
Texas
$1.32B +$84.2M +7% 2.53% 88.9% 428 19.16%
HCM
1939
Hilton Capital Management
New York
$1.32B -$4.11M -0.3% 0.11% 51.5% 179 34.64%
TIM
1940
Triodos Investment Management
Netherlands
$1.32B -$61M -4% 1.93% 67.4% 52 7.69%
GSEP
1941
Golden State Equity Partners
California
$1.32B +$702M +113% 0.42% 2,081 76.07%
MW
1942
MBL Wealth
North Carolina
$1.32B +$73.6M +6% 0.43% 47.7% 353 20.68%
CUAMC
1943
China Universal Asset Management Company
China
$1.32B +$18.4M +1% 1.75% 264% 527 11.2%
CC
1944
Casdin Capital
New York
$1.32B -$289M -18% 6.36% 219% 47 34.04%
MDSL
1945
M.D. Sass LLC
New York
$1.32B +$50.4M +4% 1.22% 54.6% 41 26.83%
LCS
1946
Levin Capital Strategies
New York
$1.32B +$160M +14% 0.71% 79.3% 279 39.78%
UA
1947
Unison Advisors
District of Columbia
$1.32B +$174M +15% 3.37% 54.6% 177 1.13%
CP
1948
Cumberland Partners
Ontario, Canada
$1.32B -$315M -19% 0.08% 88.5% 194 30.41%
IEFM
1949
IQ EQ Fund Management
Ireland
$1.32B -$132M -9% 4.15% 68.8% 324 19.14%
MCM
1950
Mill Capital Management
North Carolina
$1.31B -$70.8M -5% 2.65% 71.3% 133 5.26%