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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
FFW
1926
Fusion Family Wealth
New York
$1.34B +$19.8M +1% 0.39% 58.2% 49 10.2%
NEWAS
1927
N.E.W. Advisory Services
Wisconsin
$1.34B -$14.9M -1% 0.75% 51.1% 959 11.68%
BFMH
1928
Baring Fintech Manager Holding
Guernsey
$1.34B -$73.3M -5% 5.2% 1 0%
4WM
1929
49 Wealth Management
Texas
$1.34B +$107M +9% 0.23% 231 26.41%
WA
1930
WBH Advisory
Maryland
$1.34B -$15.2M -1% 1.96% 57.6% 363 9.09%
AWA
1931
Arete Wealth Advisors
Illinois
$1.33B -$308M -19% 0.36% 63.9% 788 62.69%
RCM
1932
Radcliffe Capital Management
Pennsylvania
$1.33B -$503M -27% 0.09% 4.94% 451 43.24%
WFA
1933
Wellspring Financial Advisors
Ohio
$1.33B +$68.8M +5% 1.16% 77.2% 315 24.76%
NS
1934
NBC Securities
Alabama
$1.33B -$1.53M -0.1% 1.79% 86.6% 2,971 20.6%
AFCM
1935
Applied Finance Capital Management
Puerto Rico
$1.33B -$64.2M -5% 0.08% 90.4% 236 12.29%
CRAM
1936
Compass Rose Asset Management
New York
$1.33B +$100M +8% 4.65% 47% 36 77.78%
SWM
1937
SHP Wealth Management
Massachusetts
$1.33B +$40.5M +3% 2.37% 1,931 25.12%
MRL
1938
Mantle Ridge LP
New York
$1.33B -$1.18B -47% 11% 44.2% 2 50%
MIM
1939
Marco Investment Management
Georgia
$1.33B -$6.95M -0.5% 2.04% 127% 238 6.72%
TCWA
1940
Turtle Creek Wealth Advisors
Texas
$1.32B +$54.3M +4% 1.17% 514 31.71%
TAM
1941
Titleist Asset Management
Texas
$1.32B +$84.2M +7% 2.53% 88.9% 428 19.16%
HCM
1942
Hilton Capital Management
New York
$1.32B -$4.11M -0.3% 0.11% 58.2% 179 34.64%
TIM
1943
Triodos Investment Management
Netherlands
$1.32B -$61M -4% 1.93% 89.9% 52 7.69%
GSEP
1944
Golden State Equity Partners
California
$1.32B +$702M +113% 0.42% 2,081 76.02%
MW
1945
MBL Wealth
North Carolina
$1.32B +$73.6M +6% 0.43% 47.7% 353 20.68%
CUAMC
1946
China Universal Asset Management Company
China
$1.32B +$18.4M +1% 1.75% 264% 527 11.2%
CC
1947
Casdin Capital
New York
$1.32B -$289M -18% 6.36% 219% 47 34.04%
MDSL
1948
M.D. Sass LLC
New York
$1.32B +$50.4M +4% 1.22% 80.1% 41 26.83%
LCS
1949
Levin Capital Strategies
New York
$1.32B +$160M +14% 0.71% 88.6% 279 39.78%
UA
1950
Unison Advisors
District of Columbia
$1.32B +$174M +15% 3.37% 54.6% 177 1.13%