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
NIM
1226
Northeast Investment Management
Massachusetts
$2.15B -$108M -5% 185
SAM
1227
Simplify Asset Management
Nevada
$2.14B +$704M +49% 108
BIAS
1228
Beacon Investment Advisory Services
New Jersey
$2.14B -$169M -7% 255
RPGK
1229
Retirement Planning Group (Kansas)
Kansas
$2.13B +$145M +7% 318
BCIM
1230
Black Creek Investment Management
Ontario, Canada
$2.13B +$17.7M +0.8% 29
DJSG
1231
D.J. St. Germain
Massachusetts
$2.13B -$72.5M -3% 935
MRL
1232
Mantle Ridge LP
New York
$2.12B +$21.6M +1% 2
BWL
1233
Bogart Wealth LLC
Virginia
$2.12B +$10.2M +0.5% 1,525
HRCM
1234
Hawk Ridge Capital Management
California
$2.12B +$16.3M +0.8% 56
WPW
1235
Waldron Private Wealth
Pennsylvania
$2.12B -$366M -15% 432
BHIA
1236
Birch Hill Investment Advisors
Massachusetts
$2.11B -$42.7M -2% 191
SAM
1237
Shell Asset Management
Netherlands
$2.11B -$183M -8% 1,288
CI
1238
Constellation Investments
Ohio
$2.11B -$92M -4% 20
MP
1239
Munro Partners
Australia
$2.11B -$773M -27% 76
LFG
1240
Larson Financial Group
Missouri
$2.1B +$174M +9% 3,215
HJGA
1241
Hardman Johnston Global Advisors
Connecticut
$2.09B -$330M -14% 84
EFM
1242
E Fund Management
China
$2.09B +$101M +5% 437
ACM
1243
Advance Capital Management
Michigan
$2.09B -$93.3M -4% 170
FWTB
1244
First Western Trust Bank
Colorado
$2.09B -$76.7M -4% 202
BAM
1245
Berkshire Asset Management
Pennsylvania
$2.09B -$26.4M -1% 301
CAMG
1246
CWA Asset Management Group
Florida
$2.09B +$102M +5% 627
SPPAM
1247
Summit Partners Public Asset Management
Massachusetts
$2.09B -$901M -30% 133
G
1248
GenTrust
Florida
$2.08B -$214M -9% 219
DP
1249
Dearborn Partners
Illinois
$2.08B -$303M -13% 275
GIA
1250
GHP Investment Advisors
Colorado
$2.08B -$62.7M -3% 1,050