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
CPIG
1026
Chicago Partners Investment Group
Illinois
$2.8B +$219M +8% 809
AC
1027
Addenda Capital
Quebec, Canada
$2.8B +$253M +10% 128
APP
1028
Avantax Planning Partners
Iowa
$2.79B -$323M -10% 493
SCM
1029
Suvretta Capital Management
New York
$2.79B +$336M +14% 113
KFA
1030
Krane Funds Advisors
New York
$2.78B +$412M +17% 107
ROIC
1031
Route One Investment Company
California
$2.78B +$150M +6% 19
EWA
1032
Exencial Wealth Advisors
Oklahoma
$2.78B +$125M +5% 506
IA
1033
IFP Advisors
Florida
$2.77B +$254M +10% 3,485
SWM
1034
SigFig Wealth Management
California
$2.75B +$94.8M +4% 131
CG
1035
Caprock Group
Idaho
$2.75B +$289M +12% 980
IAA
1036
Independent Advisor Alliance
North Carolina
$2.75B -$172M -6% 769
MP
1037
Munro Partners
Australia
$2.75B +$45.1M +2% 70
CP
1038
Coho Partners
Pennsylvania
$2.74B -$126M -4% 42
SAI
1039
Systematic Alpha Investments
New Jersey
$2.74B +$113M +4% 235
JSW
1040
Journey Strategic Wealth
New Jersey
$2.73B +$377M +16% 529
GC
1041
Guardian Capital
Ontario, Canada
$2.73B +$77.1M +3% 129
ADEF
1042
Adams Diversified Equity Fund
Maryland
$2.72B -$210M -7% 113
RSWM
1043
Robertson Stephens Wealth Management
California
$2.72B +$803M +42% 636
CSPIA
1044
Cary Street Partners Investment Advisory
Virginia
$2.71B +$240M +10% 795
WS
1045
Wedbush Securities
California
$2.7B -$102M -4% 1,269
IC
1046
Impactive Capital
New York
$2.69B +$119M +5% 12
VAS
1047
Vestmark Advisory Solutions
Massachusetts
$2.69B +$291M +12% 599
FG
1048
Foster Group
Iowa
$2.68B +$137M +5% 211
CA
1049
Cambridge Associates
Massachusetts
$2.67B +$492M +23% 67
PAI
1050
Pittenger & Anderson Inc
Nebraska
$2.67B +$236M +10% 480