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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
1WM
1926
1900 Wealth Management
Texas
$1.19B +$25.4M +2% 0.27% 55.2% 230 6.09%
TLFA
1927
True Link Financial Advisors
California
$1.19B +$13.8M +1% 2.33% 26.8% 82 30.49%
FWP
1928
FAS Wealth Partners
Kansas
$1.19B -$66.4M -5% 0.23% 72.3% 457 9.63%
NCM
1929
Novare Capital Management
North Carolina
$1.19B +$7.41M +0.6% 1.66% 76.5% 199 10.55%
FCM
1930
Fairholme Capital Management
Florida
$1.18B -$277M -19% 16.5% 36.2% 10 30%
DIP
1931
DT Investment Partners
Pennsylvania
$1.18B -$51.6M -4% 0.92% 58% 643 16.17%
PP
1932
Pertento Partners
United Kingdom
$1.18B +$274M +30% 2.83% 196% 32 34.38%
GC
1933
Globeflex Capital
California
$1.18B +$135M +13% 3.96% 186% 522 28.93%
SC
1934
Styrax Capital
New York
$1.18B +$288M +32% 13.1% 310% 11 36.36%
FTS
1935
Fifth Third Securities
Ohio
$1.18B +$121M +11% 0.11% 58.9% 300 18.67%
AC
1936
Avestar Capital
New York
$1.18B +$205M +21% 5.84% 101% 551 20.69%
OFS
1937
OneAscent Financial Services
Alabama
$1.18B +$1.04B +746% 0.17% 63.8% 478 63.81%
SPC
1938
Silver Point Capital
Connecticut
$1.18B -$275M -19% 8.96% 108% 15 40%
BCM
1939
Boxer Capital Management
California
$1.17B 9.43% 60
LCAM
1940
London & Capital Asset Management
United Kingdom
$1.17B -$87M -7% 1.15% 88.8% 101 27.72%
AG
1941
Artal Group
Luxembourg
$1.17B -$1.21B -51% 12.7% 181% 2 0%
IHAM
1942
Integral Health Asset Management
New York
$1.17B +$284M +32% 8.83% 564% 102 53.92%
GI
1943
GAMMA Investing
California
$1.17B +$164M +16% 3.43% 3,876 10.32%
BFIM
1944
Beese Fulmer Investment Management
Ohio
$1.17B +$7.83M +0.7% 2.58% 113% 236 4.66%
GIM
1945
Grassi Investment Management
California
$1.17B +$14.8M +1% 4.39% 170% 136 10.29%
BOTOTLSJU
1946
Board of Trustees of The Leland Stanford Junior University
California
$1.17B -$3.42M -0.3% 3.76% 142% 28 28.57%
LC
1947
L1 Capital
Australia
$1.17B +$6.65M +0.6% 2.88% 127% 16 43.75%
Koshinski Asset Management
1948
Koshinski Asset Management
Illinois
$1.17B +$12.8M +1% 0.91% 76.5% 672 12.35%
PMG
1949
ProVise Management Group
Florida
$1.17B -$95.6M -8% 0.9% 66.8% 301 15.95%
CST
1950
Charles Schwab Trust
Nevada
$1.16B +$6.01M +0.5% 2.26% 45.6% 164 11.59%