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
SIM
1201
SSI Investment Management
California
$1.58B +$88.3M +6% 325
SC
1202
SRB Corp
Massachusetts
$1.58B +$143M +10% 118
RT
1203
Rockland Trust
Massachusetts
$1.57B +$172M +12% 307
KI
1204
Koch Industries
Kansas
$1.57B +$87.3M +6% 13
FWI
1205
Facet Wealth Inc
Maryland
$1.57B +$252M +19% 78
NIM
1206
Northeast Investment Management
Massachusetts
$1.57B +$92.3M +6% 182
BHIA
1207
Birch Hill Investment Advisors
Massachusetts
$1.57B +$87.7M +6% 155
WIC
1208
Willis Investment Counsel
Georgia
$1.56B +$185M +13% 117
BAM
1209
Berkshire Asset Management
Pennsylvania
$1.56B +$146M +10% 220
CIP
1210
Cornerstone Investment Partners
Georgia
$1.56B +$161M +12% 253
LNWWM
1211
Laird Norton Wetherby Wealth Management
California
$1.55B +$138M +10% 955
IAN
1212
Integrated Advisors Network
Texas
$1.55B +$80.1M +5% 693
PP
1213
Peconic Partners
New York
$1.55B +$103M +7% 43
MVP
1214
Miller Value Partners
Florida
$1.55B -$96.2M -6% 96
HC
1215
Hamilton Capital
Ohio
$1.55B +$80.2M +5% 145
SFS
1216
Sowell Financial Services
Arkansas
$1.54B +$553M +56% 552
PAIM
1217
Punch & Associates Investment Management
Minnesota
$1.54B +$112M +8% 238
HAM
1218
Hyperion Asset Management
Australia
$1.54B -$182M -11% 26
PA
1219
Profund Advisors
Maryland
$1.54B +$151M +11% 1,042
CPC
1220
Cookson Peirce & Co
Pennsylvania
$1.54B +$120M +8% 232
AWE
1221
Avidian Wealth Enterprises
Texas
$1.53B +$150M +11% 484
CL
1222
CSS LLC
Illinois
$1.53B -$194M -11% 1,103
ZCA
1223
Zeke Capital Advisors
Pennsylvania
$1.53B +$158M +12% 561
1SB
1224
1ST Source Bank
Indiana
$1.52B +$149M +11% 250
HAI
1225
Hennessy Advisors Inc
California
$1.52B +$75M +5% 276