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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 Avg Holding
Period (Yrs)
WMS Partners
2326
WMS Partners
Maryland
$729M +$260M +55% 4.44% 10.8% 309 40.78% 3.1
First Command Bank
2327
First Command Bank
Texas
$729M +$146M +25% 3.64% 34.1% 522 34.1% 3.2
First Command Financial Services
2328
First Command Financial Services
Texas
$729M +$48.2M +7% 3.64% 34.4% 497 27.57% 3.2
KWMG LLC
2329
KWMG LLC
Kansas
$729M -$10M -1% 2.49% 76.2% 147 5.44% 4.3
Cahaba Wealth Management
2330
Cahaba Wealth Management
Georgia
$728M -$25.5M -3% 4.82% 48.7% 152 13.16% 2
Greenwood Gearhart
2331
Greenwood Gearhart
Arkansas
$728M +$2.87M +0.4% 4.16% 70.6% 106 13.21% 3.3
Callan Capital
2332
Callan Capital
California
$728M +$39.8M +6% 4.37% 20.1% 141 19.15% 2.9
ShawSpring Partners
2333
ShawSpring Partners
Massachusetts
$727M -$84.1M -10% 33.3% 3.53% 6 66.67% 1.6
NYL Investors
2334
NYL Investors
New York
$726M +$122M +20% 1.9% 12.7% 36 5.56% 2.6
ALAM
2335
Asahi Life Asset Management
Japan
$726M -$63.4M -8% 3.83% 122% 260 57.69% 1.3
Sheets Smith Wealth Management
2336
Sheets Smith Wealth Management
North Carolina
$725M -$80.4M -10% 4.16% 83.4% 397 17.38% 3.8
North Peak Capital Management
2337
North Peak Capital Management
New York
$725M -$196M -21% 12.7% 301% 9 55.56% 0.5
First American Trust
2338
First American Trust
California
$725M -$7.71M -1% 3.4% 84.6% 181 19.89% 3.2
Marcum Wealth
2339
Marcum Wealth
Ohio
$725M +$5.5M +0.8% 4.26% 20% 412 17.72% 1.1
Lannebo Fonder
2340
Lannebo Fonder
Sweden
$723M -$109M -13% 7.53% 49.8% 36 5.56% 3.9
Stanley-Laman Group
2341
Stanley-Laman Group
Pennsylvania
$722M -$128M -15% 10.4% 114% 326 38.04% 1.3
Bramshill Investments
2342
Bramshill Investments
Florida
$722M -$299M -29% 8.16% 3.6% 154 42.86% 1.6
Ithaka Group
2343
Ithaka Group
Virginia
$722M -$98.3M -12% 12.8% 143% 49 26.53% 3.7
Matthews International Capital Management
2344
Matthews International Capital Management
California
$722M -$236M -25% 21.1% 227% 42 19.05% 2.1
Myriad Asset Management
2345
Myriad Asset Management
Hong Kong
$722M -$201M -22% 1.83% 149% 160 55% 0.5
John G. Ullman & Associates
2346
John G. Ullman & Associates
New York
$722M -$5.37M -0.7% 0.64% 156% 174 10.34% 3.2
Verity & Verity
2347
Verity & Verity
South Carolina
$722M +$21.9M +3% 1.86% 90.4% 106 12.26% 4.6
GGV Capital
2348
GGV Capital
California
$722M -$487M -40% 38.1% 49.3% 17 17.65% 0.2
Cutler Investment Counsel
2349
Cutler Investment Counsel
Oregon
$721M +$57M +9% 1.63% 61.8% 132 28.79% 3.5
Jackson Wealth Management
2350
Jackson Wealth Management
Florida
$720M -$69.8M -9% 2.9% 72.1% 135 34.07% 1.9