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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
IL
2126
Investure LLC
Virginia
$689M -$13.2M -2% 13% 46.1% 13 0%
FBFS
2127
First Business Financial Services
Wisconsin
$688M +$89.1M +15% 13.9% 74% 127 4.72%
FCM
2128
Freshford Capital Management
New York
$688M +$110M +19% 36.3% 62.2% 18 16.67%
NA
2129
Nottingham Advisors
New York
$688M -$86M -11% 10.7% 44.3% 144 11.81%
BSP
2130
Benefit Street Partners
New York
$688M +$484M +237% 34% 46 34.78%
CWM
2131
Campbell Wealth Management
Virginia
$686M +$74M +12% 8.93% 11.2% 66 10.61%
CPM
2132
Crescent Park Management
California
$685M +$89M +15% 20% 89.3% 32 37.5%
DP
2133
Dundas Partners
United Kingdom
$684M +$186M +37% 16.1% 60.9% 34 2.94%
EI
2134
Ellevest Inc
New York
$684M +$127M +23% 13% 54.1% 1,457 29.44%
CA
2135
Callahan Advisors
Texas
$683M +$71.8M +12% 13.2% 75.6% 141 8.51%
HTI
2136
Hikari Tsushin Inc
Japan
$682M +$87.2M +15% 10.8% 64% 43 11.63%
KGAMU
2137
KPS Global Asset Management (UK)
United Kingdom
$682M -$5.03M -0.7% 51.7% 523% 8 37.5%
RW
2138
RVW Wealth
California
$682M +$89.8M +15% 13.3% 59.3% 103 14.56%
WWM
2139
Western Wealth Management
Colorado
$681M +$69.2M +11% 12.8% 70.1% 511 21.72%
LWAC
2140
Laurel Wealth Advisors (California)
California
$681M +$75.4M +12% 13.1% 33% 443 16.25%
VA
2141
VR Adviser
New York
$680M +$169M +33% 33.9% 1,447% 31 48.39%
JMFC
2142
J.M. Forbes & Co
Massachusetts
$680M +$55.1M +9% 8.24% 95.1% 109 7.34%
MHIC
2143
Marble Harbor Investment Counsel
Massachusetts
$680M +$68.8M +11% 12.9% 55.1% 182 10.44%
TCBWMS
2144
Texas Capital Bank Wealth Management Services
Texas
$679M +$66.4M +11% 12.9% 68.2% 175 37.14%
RP
2145
RR Partners
New York
$679M +$101M +17% 45.6% 73.3% 21 19.05%
TAMH
2146
Taikang Asset Management (HK)
Hong Kong
$679M +$32.4M +5% 40.2% 120% 85 22.35%
CBB
2147
Citizens Business Bank
California
$679M +$90.8M +15% 16.6% 84.4% 246 9.76%
IFG
2148
Independent Financial Group
California
$678M +$146M +28% 16.6% 138% 616 25.65%
PS
2149
Presima Securities
Quebec, Canada
$678M +$77M +13% 12.3% 10.3% 45 6.67%
DWA
2150
Dorsey Wright & Associates
California
$677M +$123M +22% 19.6% 246% 420 57.62%