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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
1SP
1926
140 Summer Partners
New York
$1.35B +$202M +18% 7.18% 134% 27 40.74%
DAM
1927
DLD Asset Management
New York
$1.35B -$31.9M -2% 1.27% 8.24% 568 72.54%
RIA
1928
Recurrent Investment Advisors
Texas
$1.35B +$48.2M +4% 0.77% 109% 73 15.07%
NEWAS
1929
N.E.W. Advisory Services
Wisconsin
$1.35B +$233M +21% 1.72% 42% 933 14.36%
KFGK
1930
Keystone Financial Group (Kentucky)
Kentucky
$1.35B +$43.3M +3% 2.89% 86.6% 488 20.08%
WA
1931
WBH Advisory
Maryland
$1.35B +$40.8M +3% 1.92% 47.2% 352 5.11%
CFIA
1932
Cantor Fitzgerald Investment Advisors
New York
$1.35B -$121M -8% 2.07% 199 10.55%
CMF
1933
Counterpoint Mutual Funds
California
$1.35B +$83.6M +7% 0.99% 66.2% 533 76.74%
ACM
1934
Alua Capital Management
New York
$1.35B -$99.4M -7% 0.29% 93.7% 23 34.78%
ABI
1935
Abrams Bison Investments
Maryland
$1.35B +$73.2M +6% 4.48% 103% 10 10%
APW
1936
Austin Private Wealth
Texas
$1.35B +$27.1M +2% 2.01% 62.3% 331 15.11%
L7C
1937
Liberty 77 Capital
District of Columbia
$1.35B +$128M +11% 13% 4 0%
EC
1938
Elequin Capital
New York
$1.35B -$500M -27% 4.02% 46.3% 450 76.22%
HCA
1939
Heck Capital Advisors
Wisconsin
$1.34B +$48.9M +4% 1.57% 59.4% 223 17.49%
CBA
1940
Coastal Bridge Advisors
Connecticut
$1.34B +$21.2M +2% 4.05% 67.4% 490 12.45%
RWM
1941
Rockwood Wealth Management
Pennsylvania
$1.34B +$89.8M +7% 2.25% 48.9% 122 13.93%
PIS
1942
PPSC Investment Service
Japan
$1.34B +$79M +6% 4.4% 161% 8 0%
NGA
1943
Naples Global Advisors
Florida
$1.34B +$54.1M +4% 4.16% 103% 452 6.86%
WD
1944
WGI DM
Massachusetts
$1.34B -$2.21M -0.2% 3.53% 7 14.29%
PFBT
1945
Parkside Financial Bank & Trust
Missouri
$1.34B +$43.2M +3% 1.51% 63.3% 2,822 9.07%
IHG
1946
Insight Holdings Group
New York
$1.34B -$283M -17% 2.91% 103% 35 37.14%
MSFS
1947
Main Street Financial Solutions
Pennsylvania
$1.34B -$225M -14% 2.47% 77.1% 654 21.41%
NCM
1948
Novare Capital Management
North Carolina
$1.33B +$21.4M +2% 3.51% 65.7% 207 12.56%
COLIM
1949
City of London Investment Management
United Kingdom
$1.33B -$19.3M -1% 3.45% 58.4% 97 24.74%
NS
1950
NBC Securities
Alabama
$1.33B +$33.4M +3% 1.93% 86.6% 2,965 12.72%