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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
HIC
2451
Hartline Investment Corp
Illinois
$909M -$15.8M -2% 2.91% 201% 115 7.83%
AHT
2452
Amanah Holdings Trust
$908M +$225M +33% 57.5% 20 0%
BDP
2453
Brehaut David Pascal
$908M -$49.8M -5% 5.2% 1 0%
GCA
2454
Greenwood Capital Associates
South Carolina
$908M -$13.3M -1% 0.09% 81.3% 311 25.72%
SDJVC
2455
St. Denis J. Villere & Co
Louisiana
$907M -$89.8M -9% 2.54% 32.6% 83 12.05%
SDWMA
2456
Schneider Downs Wealth Management Advisors
Pennsylvania
$907M +$19.7M +2% 0.51% 55% 162 7.41%
TLIC
2457
Taiyo Life Insurance Company
Japan
$906M -$262M -22% 5.08% 79.2% 10 0%
SWM
2458
Stockman Wealth Management
Montana
$906M +$47.6M +6% 2.9% 73.5% 192 14.58%
RWA
2459
Redhawk Wealth Advisors
Minnesota
$906M +$14M +2% 1.99% 111% 431 25.29%
HIGP
2460
Hill Investment Group Partners
Missouri
$906M +$64.9M +8% 2.44% 41.1% 52 7.69%
PSCM
2461
Per Stirling Capital Management
Texas
$905M +$14.4M +2% 0.42% 52.6% 333 16.82%
AHB
2462
Abner Herrman & Brock
New Jersey
$905M -$74.3M -8% 3.07% 139% 120 14.17%
PIP
2463
Permian Investment Partners
Texas
$905M +$22.1M +3% 8.6% 81.9% 14 28.57%
EI
2464
EnCap Investments
Texas
$905M 40.2% 4
SWM
2465
Sendero Wealth Management
Texas
$904M +$2.01M +0.2% 2.76% 86.3% 218 16.06%
AOWM
2466
Asset One Wealth Management
Washington
$904M +$174M +24% 0.5% 355 27.89%
OCA
2467
Octagon Capital Advisors
New York
$904M +$79.9M +10% 34.6% 2,555% 34 35.29%
AIC
2468
AWM Investment Company
New York
$903M -$132M -13% 10.9% 488% 115 26.09%
EWM
2469
Evermay Wealth Management
Virginia
$902M +$10.9M +1% 1.62% 56.2% 623 13.16%
PC
2470
Periscope Capital
Ontario, Canada
$902M +$27.5M +3% 0.06% 28.3% 489 41.1%
GGH
2471
GCM Grosvenor Holdings
Illinois
$901M +$196M +28% 4.7% 87.6% 23 8.7%
GA
2472
Goldstein Advisors
Wisconsin
$900M +$22.5M +3% 1.58% 55.1% 240 12.92%
BWP
2473
Barlow Wealth Partners
Kentucky
$900M -$26.5M -3% 1.39% 144 11.11%
BWP
2474
BlueStem Wealth Partners
Minnesota
$900M -$5.86M -0.6% 1.09% 141 23.4%
DA
2475
Denali Advisors
California
$900M -$1.32M -0.1% 2.32% 106% 351 21.08%