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
WP
1301
WealthSource Partners
California
$1.48B +$65.9M +5% 515
SI
1302
Sofinnova Investments
California
$1.47B -$171M -10% 60
M
1303
MOTCO
Texas
$1.47B +$128M +10% 657
CPSAC
1304
Chas P. Smith & Associates (CPS)
Florida
$1.47B +$64M +5% 138
OCM
1305
Osterweis Capital Management
California
$1.47B +$92.9M +7% 245
WFMPM
1306
Woodley Farra Manion Portfolio Management
Indiana
$1.47B +$90.1M +7% 96
RVPG
1307
Relative Value Partners Group
$1.47B +$45.8M +3% 269
SW
1308
SteelPeak Wealth
California
$1.47B +$107M +8% 437
PCM
1309
Prelude Capital Management
New York
$1.46B -$155M -10% 1,592
IFA
1310
Index Fund Advisors
California
$1.46B +$41.5M +3% 94
ICM
1311
III Capital Management
Florida
$1.46B +$658M +82% 202
HHGA
1312
Halbert Hargrove Global Advisors
California
$1.46B +$74.1M +5% 169
AWM
1313
Avior Wealth Management
Nebraska
$1.46B +$133M +10% 1,690
MC
1314
Moors & Cabot
Massachusetts
$1.45B +$19.7M +1% 901
RMCM
1315
Reynders McVeigh Capital Management
Massachusetts
$1.45B +$91.7M +7% 217
NMC
1316
NEA Management Company
Maryland
$1.45B -$333M -19% 58
AT
1317
American Trust
Kentucky
$1.44B +$365M +34% 503
VC
1318
Vivo Capital
California
$1.44B +$573M +66% 50
GH
1319
GAM Holding
Switzerland
$1.44B +$194M +16% 237
KL
1320
KIM LLC
Kansas
$1.43B -$376M -21% 711
EA
1321
Efficient Advisors
Ohio
$1.43B +$451M +46% 71
ST
1322
Sabal Trust
Florida
$1.43B -$33.9M -2% 170
TMAM
1323
Tokio Marine Asset Management
Japan
$1.43B +$152M +12% 583
BCM
1324
Basswood Capital Management
New York
$1.43B +$80.3M +6% 130
TCOV
1325
Trust Company of Vermont
Vermont
$1.43B +$68.3M +5% 916