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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)
IMA Advisory Services
2326
IMA Advisory Services
Colorado
$1.04B +$48.9M +5% 3.17% 74.5% 1,020 46.96% 0.6
Petersen Hastings Wealth Advisors
2327
Petersen Hastings Wealth Advisors
Washington
$1.04B – – 2.18% – 76 – 0
Voya Financial Advisors
2328
Voya Financial Advisors
Connecticut
$1.04B +$4.69M +0.5% 1.44% 44.8% 231 9.96% 6.2
MV Capital Management
2329
MV Capital Management
Maryland
$1.04B -$1.08M -0.1% 2.28% 73.3% 1,223 15.78% 3.7
Sentinus LLC
2330
Sentinus LLC
Illinois
$1.04B +$582M +127% 2.72% – 545 57.8% 0.8
Tetrad Corporation
2331
Tetrad Corporation
Nebraska
$1.04B -$29.5M -3% 0.45% 45.6% 3 0% 12.5
Moody National Bank Trust Division
2332
Moody National Bank Trust Division
Texas
$1.04B -$145M -12% 2.71% 115% 539 14.84% 4.6
Financial Synergies Wealth Advisors
2333
Financial Synergies Wealth Advisors
Texas
$1.04B +$47.9M +5% 2.21% 79% 108 14.81% 3.1
AIC
2334
AWM Investment Company
New York
$1.04B -$31.1M -3% 22.1% 778% 116 24.14% 3.1
PSG Equity
2335
PSG Equity
Massachusetts
$1.03B +$83.8M +9% 8.81% 13.7% 1 0% 4
Nextech Invest
2336
Nextech Invest
Switzerland
$1.03B +$377M +57% 64.2% 982% 17 17.65% 2.3
Infrastructure Capital Advisors
2337
Infrastructure Capital Advisors
New York
$1.03B +$30.1M +3% 0.43% 52% 167 26.35% 1.3
ACM
2338
Ashe Capital Management
New Jersey
$1.03B -$386M -27% 6.16% 70.7% 7 14.29% 7.1
BFSG LLC
2339
BFSG LLC
California
$1.03B -$3.39M -0.3% 3.17% 90.7% 753 10.89% 2.3
Dymon Asia Capital (Singapore)
2340
Dymon Asia Capital (Singapore)
Singapore
$1.03B +$79.8M +8% 11.2% 268% 341 61.58% 0.3
Deer Management Company
2341
Deer Management Company
New York
$1.03B -$88.7M -8% 0.39% 154% 9 11.11% 2.9
Quantitative Investment Management
2342
Quantitative Investment Management
Virginia
$1.03B +$309M +43% 3.97% 24.6% 559 75.13% 0.2
BTG Pactual Asset Management US
2343
BTG Pactual Asset Management US
New York
$1.03B -$1.11B -52% 2.14% – 366 65.85% 0.5
Jackson Wealth Management
2344
Jackson Wealth Management
Florida
$1.03B +$26.9M +3% 1.93% 72.1% 170 17.65% 1.8
Westerkirk Capital
2345
Westerkirk Capital
$1.03B +$151M +17% 1.78% – 259 16.6% 0.4
Palisade Asset Management
2346
Palisade Asset Management
Minnesota
$1.03B -$49.9M -5% 1.15% 61.8% 701 72.47% 8
Bornite Capital Management
2347
Bornite Capital Management
New York
$1.02B -$52.2M -5% 5.68% 208% 50 74% 0.3
Miller Investment Management
2348
Miller Investment Management
Pennsylvania
$1.02B +$28.8M +3% 1.91% 60.2% 99 11.11% 7.1
Atlas FRM
2349
Atlas FRM
Connecticut
$1.02B +$165M +19% 1.21% 38.9% 13 38.46% 1.7
Global Strategic Investment Solutions
2350
Global Strategic Investment Solutions
Arizona
$1.02B +$20.9M +2% 2.11% 56.8% 154 3.25% 4.1