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
HWA
1251
Heritage Wealth Advisors
Virginia
$1.44B -$368M -20% 605
CAL
1252
Capital Analysts LLC
Pennsylvania
$1.44B -$141M -9% 1,049
RC
1253
RBF Capital
California
$1.44B -$120M -8% 556
UIC
1254
Uniplan Investment Counsel
Wisconsin
$1.44B -$262M -15% 138
OHA
1255
Oak Hill Advisors
New York
$1.44B -$512M -26% 19
EI
1256
Ethic Inc
New York
$1.43B -$14M -1% 818
NFC
1257
Northeast Financial Consultants
Connecticut
$1.43B -$293M -17% 400
CA
1258
Commerzbank Aktiengesellschaft
Germany
$1.43B -$328M -19% 69
PAIM
1259
Punch & Associates Investment Management
Minnesota
$1.43B -$329M -19% 249
FTCM
1260
First Trust Capital Management
Illinois
$1.43B +$500M +54% 474
MWM
1261
Merriman Wealth Management
Washington
$1.42B +$205M +17% 212
TAM
1262
TFG Asset Management
Cayman Islands
$1.42B -$782M -35% 231
ST
1263
Smithfield Trust
Pennsylvania
$1.42B -$133M -9% 1,110
AP
1264
Advisor Partners
California
$1.42B -$178M -11% 920
LCG
1265
Luxor Capital Group
New York
$1.42B -$318M -18% 117
TPM
1266
Triasima Portfolio Management
Quebec, Canada
$1.42B -$660M -32% 177
1SB
1267
1ST Source Bank
Indiana
$1.42B -$211M -13% 270
MB
1268
Marquard & Bahls
Germany
$1.41B -$30.9M -2% 4
IP
1269
Interval Partners
New York
$1.41B +$86M +6% 279
AWE
1270
Avidian Wealth Enterprises
Texas
$1.41B -$195M -12% 512
SGI
1271
Swan Global Investments
Colorado
$1.41B -$289M -17% 20
FG
1272
Foster Group
Iowa
$1.4B +$189M +16% 150
LSAG
1273
Lake Street Advisors Group
New Hampshire
$1.4B -$167M -11% 345
LWCA
1274
Locust Wood Capital Advisers
New York
$1.4B -$175M -11% 37
DMIC
1275
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.4B -$276M -16% 57