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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
NS
1926
NBC Securities
Alabama
$1.07B +$73.4M +7% 8.23% 86.6% 2,270 11.28%
SFI
1927
SPC Financial Inc
Maryland
$1.06B +$82.9M +8% 7.61% 65.1% 236 8.9%
BFIM
1928
Beese Fulmer Investment Management
Ohio
$1.06B +$97.3M +10% 10.8% 81.1% 232 6.03%
GP
1929
Girard Partners
Pennsylvania
$1.06B +$76.6M +8% 6.76% 25.7% 271 12.55%
MIM
1930
Marco Investment Management
Georgia
$1.06B +$84.6M +9% 10.3% 92.8% 214 6.54%
PP
1931
PDT Partners
New York
$1.06B +$153M +17% 11.6% 180% 708 38.28%
EIA
1932
Edgemoor Investment Advisors
Maryland
$1.06B +$102M +11% 11.5% 88.5% 170 8.82%
CFD
1933
Creative Financial Designs
Indiana
$1.06B +$72.6M +7% 6.44% 56.2% 1,750 13.54%
CST
1934
Charles Schwab Trust
Nevada
$1.06B +$41.5M +4% 5.48% 45.6% 178 21.91%
CPA
1935
Cardiff Park Advisors
California
$1.06B +$152M +17% 12.6% 80.8% 365 13.42%
RPAM
1936
Rhenman & Partners Asset Management
Sweden
$1.06B +$54.1M +5% 18.5% 116% 95 22.11%
GIM
1937
GE Investment Management
Connecticut
$1.05B +$705M +202% 8.31% 5 40%
TW
1938
Transform Wealth
Colorado
$1.05B +$27.5M +3% 11.2% 48.4% 258 22.48%
GC
1939
Gillson Capital
Illinois
$1.05B +$103M +11% 8.8% 72.7% 81 67.9%
AAIM
1940
American Assets Investment Management
California
$1.05B +$81.6M +8% 9.58% 413% 175 6.29%
RIM
1941
Redwood Investment Management
Arizona
$1.05B -$44.1M -4% 8.95% 46% 416 44.23%
WTB
1942
Washington Trust Bank
Washington
$1.05B -$79.4M -7% 12% 69.3% 238 13.45%
HFM
1943
Hartford Funds Management
Pennsylvania
$1.05B +$27.8M +3% 2.82% 20% 95 9.47%
BCM
1944
Bayesian Capital Management
New York
$1.05B +$104M +11% 10.9% 113% 1,199 78.98%
HR
1945
Howe & Rusling
New York
$1.04B +$101M +11% 9.02% 66.1% 425 21.65%
TTWM
1946
TCV Trust & Wealth Management
Virginia
$1.04B +$52.2M +5% 6.8% 69% 201 7.46%
TLFA
1947
True Link Financial Advisors
California
$1.04B +$119M +13% 3.27% 22.2% 77 38.96%
PIP
1948
Permian Investment Partners
Texas
$1.04B +$155M +17% 13.2% 81.9% 24 41.67%
FFBTD
1949
First Financial Bank - Trust Division
Ohio
$1.04B +$59.1M +6% 7.4% 62.6% 209 8.13%
AF
1950
Advisornet Financial
Minnesota
$1.04B -$44.5M -4% 7.97% 63.7% 2,572 26.32%