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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
NCM
1951
Narwhal Capital Management
Georgia
$1.36B -$20.9M -2% 1.29% 93.8% 173 8.09%
KFP
1952
KMG Fiduciary Partners
Ohio
$1.35B -$54.6M -4% 2.36% 98% 273 8.42%
PGH
1953
Partners Group Holding
Switzerland
$1.35B -$130M -9% 8.7% 23.3% 51 5.88%
ME
1954
McIlrath & Eck
Washington
$1.35B +$273M +25% 0.69% 44% 1,722 47.68%
HCA
1955
Heck Capital Advisors
Wisconsin
$1.35B +$6.2M +0.5% 0.9% 62% 235 24.26%
CA
1956
CapWealth Advisors
Tennessee
$1.35B -$114M -8% 7.12% 143% 124 7.26%
VHAM
1957
Van Hulzen Asset Management
California
$1.35B -$16.6M -1% 0.25% 86.3% 376 13.3%
PO
1958
PBCay One
United Arab Emirates
$1.34B +$777M +137% 10.3% 19 47.37%
HAM
1959
HoldCo Asset Management
Florida
$1.34B +$14.2M +1% 1.26% 30 6.67%
VV
1960
Verity & Verity
South Carolina
$1.34B +$54.6M +4% 4.41% 76.4% 156 14.1%
OCMI
1961
Oaktop Capital Management II
New Jersey
$1.34B +$160M +14% 17.2% 451% 14 7.14%
FFW
1962
Fusion Family Wealth
New York
$1.34B +$19.8M +1% 0.39% 58.2% 49 10.2%
NEWAS
1963
N.E.W. Advisory Services
Wisconsin
$1.34B -$14.9M -1% 0.75% 51.1% 959 11.68%
BFMH
1964
Baring Fintech Manager Holding
Guernsey
$1.34B -$73.3M -5% 5.2% 1 0%
4WM
1965
49 Wealth Management
Texas
$1.34B +$107M +9% 0.23% 231 26.41%
WA
1966
WBH Advisory
Maryland
$1.34B -$15.2M -1% 1.96% 57.6% 363 9.09%
AWA
1967
Arete Wealth Advisors
Illinois
$1.33B -$109M -8% 0.36% 85.3% 406 32.27%
RCM
1968
Radcliffe Capital Management
Pennsylvania
$1.33B -$503M -27% 0.09% 4.8% 451 43.24%
WFA
1969
Wellspring Financial Advisors
Ohio
$1.33B +$68.8M +5% 1.16% 77.2% 315 24.76%
NS
1970
NBC Securities
Alabama
$1.33B -$1.53M -0.1% 1.79% 86.6% 2,971 20.6%
AFCM
1971
Applied Finance Capital Management
Puerto Rico
$1.33B -$64.2M -5% 0.08% 90.4% 236 12.29%
CRAM
1972
Compass Rose Asset Management
New York
$1.33B +$100M +8% 4.65% 41% 36 77.78%
SWM
1973
SHP Wealth Management
Massachusetts
$1.33B +$40.5M +3% 2.37% 1,931 25.12%
MRL
1974
Mantle Ridge LP
New York
$1.33B -$1.18B -47% 11% 44.2% 2 50%
MIM
1975
Marco Investment Management
Georgia
$1.33B -$6.95M -0.5% 2.04% 127% 238 6.72%