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
MWM
901
Mission Wealth Management
California
$2.64B +$20.9M +0.8% 556
AAI
902
Aequim Alternative Investments
California
$2.64B -$22M -0.8% 115
SWM
903
Spire Wealth Management
Virginia
$2.63B -$81.4M -3% 2,509
SIC
904
Salem Investment Counselors
North Carolina
$2.63B -$130M -5% 1,202
SSM
905
Sound Shore Management
Connecticut
$2.61B -$101M -4% 40
BFEC
906
Benjamin F. Edwards & Company
Missouri
$2.6B -$24.1M -0.9% 1,862
CIC
907
Carnegie Investment Counsel
Ohio
$2.6B -$98.8M -4% 511
HCM
908
HMI Capital Management
California
$2.6B -$212M -8% 13
PWLP
909
Prio Wealth Limited Partnership
Massachusetts
$2.6B -$194M -7% 258
ACM
910
American Capital Management
New York
$2.59B -$286M -10% 64
TH
911
TCTC Holdings
Texas
$2.59B +$86M +3% 465
AGA
912
Altrinsic Global Advisors
Connecticut
$2.59B -$20.2M -0.8% 45
SYBT
913
Stock Yards Bank & Trust
Kentucky
$2.59B -$147M -5% 410
AA
914
Alesco Advisors
New York
$2.59B -$197M -7% 178
ROIC
915
Route One Investment Company
California
$2.59B +$82.1M +3% 16
PFS
916
Prospera Financial Services
Texas
$2.59B -$26.7M -1% 1,083
GC
917
Grimes & Company
Massachusetts
$2.59B -$234M -8% 325
CIP
918
Chartwell Investment Partners
Pennsylvania
$2.58B -$179M -6% 439
ABC
919
Associated Banc-Corp
Wisconsin
$2.58B -$62.7M -2% 318
MWM
920
Moran Wealth Management
Florida
$2.58B -$81.8M -3% 439
DTC
921
Deep Track Capital
Connecticut
$2.58B +$438M +20% 70
AACR
922
ACR Alpine Capital Research
Missouri
$2.57B -$79.2M -3% 39
DWM
923
Destination Wealth Management
California
$2.57B -$110M -4% 203
PIM
924
Platinum Investment Management
Australia
$2.56B -$317M -11% 159
MA
925
Mutual Advisors
Nebraska
$2.56B -$70.7M -3% 1,069