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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
NAS
1926
Nicolet Advisory Services
Wisconsin
$911M +$43.5M +5% 5.56% 62.7% 318 12.89%
CM
1927
Conifer Management
New York
$911M +$78M +9% 10.8% 22.7% 11 9.09%
GIM
1928
Grassi Investment Management
California
$909M +$103M +13% 16.3% 170% 129 5.43%
AG
1929
Ascent Group
Virginia
$908M -$32.2M -3% 5.56% 83.3% 509 19.45%
GCM
1930
Gladstone Capital Management
United Kingdom
$907M +$121M +15% 22.1% 304% 23 60.87%
EWA
1931
EverSource Wealth Advisors
Alabama
$907M +$104M +13% 5.42% 89.7% 2,650 16.08%
HHAA
1932
Henry H. Armstrong Associates
Pennsylvania
$905M +$84.1M +10% 11.5% 49.3% 59 3.39%
ENV
1933
Exor N.V.
Netherlands
$905M +$600M +197% 0.51% 8.34% 2 50%
B
1934
Bridgeworth
Alabama
$905M +$112M +14% 4.93% 19.3% 176 9.09%
DLIC
1935
Daido Life Insurance Company
Japan
$904M -$98.3M -10% 7.79% 68.7% 11 0%
CC
1936
Callan Capital
California
$904M +$40.3M +5% 4.96% 20.1% 194 10.31%
BP
1937
BBR Partners
New York
$904M +$35.9M +4% 5.96% 63.4% 175 14.86%
LPU
1938
Lansdowne Partners (UK)
United Kingdom
$902M +$254M +39% 12.6% 293% 24 33.33%
TSAM
1939
Trinity Street Asset Management
United Kingdom
$902M +$9.01M +1% 8.04% 78.9% 22 4.55%
UA
1940
Unison Advisors
District of Columbia
$901M +$595K +0.1% 2.52% 54.6% 206 26.7%
MBA
1941
Maple-Brown Abbott
Australia
$900M +$21M +2% 5.91% 7.92% 15 0%
FVWA
1942
Foster Victor Wealth Advisors
South Carolina
$900M +$75.1M +9% 5.95% 68.9% 173 13.87%
CTA
1943
Colonial Trust Advisors
South Carolina
$900M +$48.6M +6% 8.45% 80% 940 6.06%
SCM
1944
Soleus Capital Management
Connecticut
$900M -$66.1M -7% 11.2% 508% 115 45.22%
AAIM
1945
American Assets Investment Management
California
$899M +$31.9M +4% 3.64% 507% 176 3.41%
FTDI
1946
First Trust Direct Indexing
Massachusetts
$898M +$55.8M +7% 8.96% 69% 751 12.65%
SAM
1947
SP Asset Management
California
$896M +$80.9M +10% 11.8% 92.4% 118 7.63%
GC
1948
Globeflex Capital
California
$896M +$77M +9% 11% 186% 526 22.05%
JCM
1949
Jacobi Capital Management
Pennsylvania
$894M +$51.3M +6% 6.11% 76.6% 451 9.53%
SFM
1950
Stack Financial Management
Montana
$894M +$71.6M +9% 4.54% 58.4% 40 12.5%