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
CRC
701
Curi RMB Capital
Illinois
$5.61B -$158M -3% 954
DWM
702
Diversify Wealth Management
Utah
$5.6B +$3.46B +161% 1,152
PA
703
Parallel Advisors
California
$5.56B +$103M +2% 4,004
DSC
704
Donald Smith & Co
New York
$5.56B +$219M +4% 67
PWM
705
Perigon Wealth Management
California
$5.51B -$77.6M -1% 1,406
GVAG
706
Great Valley Advisor Group
Delaware
$5.5B +$299M +6% 1,052
SWP
707
Sagespring Wealth Partners
Tennessee
$5.49B -$18.2M -0.3% 853
DWA
708
Douglass Winthrop Advisors
New York
$5.46B -$259M -5% 323
RA
709
RFG Advisory
Alabama
$5.44B +$131M +2% 1,132
WAM
710
Weiss Asset Management
Massachusetts
$5.43B -$1.62B -23% 837
EW
711
Evoke Wealth
California
$5.42B +$221M +4% 753
WCM
712
Wedge Capital Management
North Carolina
$5.42B -$150M -3% 562
DT
713
Diversified Trust
Tennessee
$5.39B -$41.7M -0.8% 1,160
ENV
714
Exor N.V.
Netherlands
$5.38B -$194M -3% 3
LP
715
Linonia Partnership
New York
$5.38B +$964M +22% 15
CCA
716
Catalyst Capital Advisors
New York
$5.37B +$501M +10% 422
KKRC
717
Kohlberg Kravis Roberts & Co
New York
$5.35B -$908M -15% 102
AAS
718
Annex Advisory Services
Wisconsin
$5.34B +$101M +2% 394
DPL
719
Danica Pension Livsforsikrings
$5.33B -$1.6B -23% 165
CBUSF
720
Construction & Building Unions Superannuation Fund
Australia
$5.31B -$1.89B -26% 211
WL
721
WIT LLC
District of Columbia
$5.3B +$310M +6% 22
DRZID
722
DePrince Race & Zollo Inc (DRZ)
Florida
$5.29B +$68.2M +1% 210
SCM
723
Sterling Capital Management
North Carolina
$5.28B -$875M -14% 3,282
YIH
724
Y-Intercept (HK)
Hong Kong
$5.27B +$804M +18% 2,150
FMWA
725
Forvis Mazars Wealth Advisors
Missouri
$5.27B -$28.2M -0.5% 415