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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
SBWIC
1926
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.34B +$41M +3% 6.24% 83.4% 161 10.56%
KCM
1927
Kynam Capital Management
New Jersey
$1.34B +$414M +45% 40.9% 320% 36 16.67%
WD
1928
WGI DM
Massachusetts
$1.34B +$372M +38% 2.34% 7 28.57%
SWP
1929
Strategic Wealth Partners
Ohio
$1.34B +$68.8M +5% 7.93% 1,393 22.9%
BCP
1930
Blue Chip Partners
Michigan
$1.34B +$110M +9% 8.29% 81.2% 171 9.36%
ET
1931
Entropy Technologies
New York
$1.34B +$78.2M +6% 6.93% 1,142 65.76%
SOS
1932
Silver Oak Securities
Tennessee
$1.34B +$105M +8% 7.54% 73.4% 833 26.05%
FFW
1933
Fusion Family Wealth
New York
$1.33B +$152M +13% 7.2% 58.2% 49 8.16%
PWMAG
1934
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33B +$128M +11% 8.34% 80.5% 413 11.38%
YL
1935
YCG LLC
Texas
$1.33B +$37.8M +3% 0.07% 27% 38 7.89%
SVGI
1936
Sozo Ventures GP II
California
$1.33B +$471M +55% 60.1% 8.44% 1 0%
1CP
1937
1607 Capital Partners
Virginia
$1.33B +$93.4M +8% 3.67% 28.5% 129 13.18%
LCM
1938
Lakewood Capital Management
New York
$1.33B -$14.5M -1% 3.87% 45.4% 60 25%
CCIA
1939
Campbell & Co Investment Adviser
Maryland
$1.32B -$263M -17% 6.04% 31% 1,434 50.07%
JSC
1940
J. Stern & Co
United Kingdom
$1.32B +$151M +13% 7.59% 44 20.45%
CBA
1941
Coastal Bridge Advisors
Connecticut
$1.32B +$107M +9% 9.36% 88.1% 490 15.51%
AI
1942
Atom Investors
Texas
$1.32B +$191M +17% 6.76% 83.4% 871 65.56%
APW
1943
Austin Private Wealth
Texas
$1.32B +$49.2M +4% 7.44% 62.3% 332 12.95%
WTA
1944
Washington Trust Advisors
Massachusetts
$1.31B +$82.3M +7% 7.3% 87.6% 715 14.97%
GIC
1945
Generali Investments CEE
Czech Republic
$1.31B +$97.7M +8% 7.46% 400 8.5%
NCM
1946
Novare Capital Management
North Carolina
$1.31B +$82.6M +7% 8.12% 76.5% 206 11.17%
WA
1947
WBH Advisory
Maryland
$1.31B +$136M +12% 6.33% 57.6% 353 8.22%
VC
1948
Vicus Capital
Pennsylvania
$1.31B +$106M +9% 6.99% 59.6% 300 22.67%
KFGK
1949
Keystone Financial Group (Kentucky)
Kentucky
$1.31B +$200M +18% 11.6% 116% 483 23.19%
NIP
1950
Nicholas Investment Partners
California
$1.31B +$185M +16% 23.9% 397% 244 26.23%