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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
JSW
1926
Journey Strategic Wealth
New Jersey
$741M -$5.97M -0.8% 4.11% 62.2% 199 45.23%
EPM
1927
Elm Partners Management
Pennsylvania
$741M -$26M -3% 6.1% 48% 35 8.57%
OCM
1928
Oribel Capital Management
New York
$740M -$182M -20% 1.18% 266% 135 60%
TCM
1929
Twin Capital Management
Pennsylvania
$740M -$43.3M -6% 4.08% 101% 315 16.19%
CM
1930
Crestline Management
Texas
$740M -$26.6M -3% 0.07% 52.5% 310 63.87%
NL
1931
NEPC LLC
Massachusetts
$739M +$40.4M +6% 3.06% 19.2% 32 18.75%
HH
1932
Hilltop Holdings
Texas
$739M -$16.5M -2% 4.16% 72.2% 569 19.68%
LCS
1933
Levin Capital Strategies
New York
$738M -$107M -13% 0.34% 79.3% 312 34.62%
CTA
1934
Colonial Trust Advisors
South Carolina
$738M +$27.1M +4% 4.59% 68.3% 256 37.11%
AIA
1935
Ally Invest Advisors
North Carolina
$738M -$30.3M -4% 6.42% 32.2% 26 19.23%
HHAA
1936
Henry H. Armstrong Associates
Pennsylvania
$738M -$54.9M -7% 6.98% 49.3% 63 6.35%
MCM
1937
McKinley Capital Management
Alaska
$737M -$28.5M -4% 3.9% 63.3% 179 13.41%
BOPW
1938
Brandywine Oak Private Wealth
Pennsylvania
$737M -$44.8M -6% 5.92% 55.7% 327 13.15%
ACM
1939
Atalaya Capital Management
New York
$737M -$110M -13% 0.45% 7.46% 478 41%
CISOA
1940
Capital Investment Services of America
Wisconsin
$736M -$33.8M -4% 3.62% 50.7% 72 4.17%
MSU
1941
Mizuho Securities USA
New York
$736M +$85M +13% 0.16% 99% 311 85.53%
WP
1942
WMS Partners
Maryland
$736M +$93.6M +15% 5.12% 10.8% 290 20%
SCM
1943
Soleus Capital Management
Connecticut
$736M +$94.9M +15% 14.2% 436% 93 40.86%
AWCI
1944
Alpine Woods Capital Investors
New York
$735M -$64.3M -8% 4.38% 91.1% 205 9.76%
FNFDCM
1945
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$735M -$27.8M -4% 5.78% 67.3% 152 4.61%
BTWM
1946
Baker Tilly Wealth Management
Wisconsin
$734M -$28.4M -4% 3.42% 83.6% 538 14.31%
TAM
1947
Trust Asset Management
Texas
$733M +$17.9M +3% 4.88% 91.1% 197 7.61%
HMH
1948
Hackensack Meridian Health
New Jersey
$732M -$167M -19% 5.51% 44.2% 13 7.69%
LFS
1949
Lutz Financial Services
Nebraska
$732M -$22.1M -3% 4.87% 28.7% 75 16%
JFGLC
1950
Johnson Financial Group LLC (Colorado)
Colorado
$731M +$239M +48% 4.53% 45.4% 55 20%