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
ET
1401
Equitable Trust
Tennessee
$942M +$76.4M +9% 293
VWM
1402
Valley Wealth Managers
New Jersey
$942M +$25.2M +3% 208
CS
1403
Comerica Securities
Michigan
$941M +$50.3M +6% 461
WPW
1404
Waldron Private Wealth
Pennsylvania
$940M +$52.5M +6% 268
SGCM
1405
Sand Grove Capital Management
United Kingdom
$939M +$532M +131% 18
RCMNY
1406
Rubric Capital Management (New York)
New York
$937M -$121M -11% 78
ACP
1407
Ashfield Capital Partners
California
$937M +$25.7M +3% 249
WG
1408
Welch Group
Alabama
$937M +$28.6M +3% 150
AWA
1409
Alaska Wealth Advisors
Alaska
$934M $0 0% 64
NFG
1410
Next Financial Group
Texas
$934M +$539M +137% 2,479
PIC
1411
PCJ Investment Counsel
Ontario, Canada
$933M -$286M -23% 75
JFG
1412
JMG Financial Group
Illinois
$933M +$73.9M +9% 74
RMCM
1413
Reynders McVeigh Capital Management
Massachusetts
$932M +$28.1M +3% 222
GCIA
1414
Gabelli & Co Investment Advisers
New York
$932M +$160M +21% 234
B
1415
Bpifrance
France
$932M +$52.7M +6% 8
RWP
1416
RWA Wealth Partners
Massachusetts
$931M +$56.3M +6% 242
RMA
1417
Roffman Miller Associates
Pennsylvania
$931M +$51.9M +6% 87
PCM
1418
Portolan Capital Management
Massachusetts
$930M -$42.3M -4% 99
HP
1419
Hikari Power
Japan
$928M -$26M -3% 150
SGCIA
1420
Smith Graham & Co Investment Advisors
Texas
$928M +$17.7M +2% 134
PP
1421
Patten & Patten
Tennessee
$924M +$12.4M +1% 239
HCM
1422
Hodges Capital Management
Texas
$924M -$64.4M -7% 256
CIM
1423
Corda Investment Management
Texas
$922M +$57.7M +7% 66
CI
1424
Cigna Investments
Connecticut
$921M +$17.4M +2% 738
BSW
1425
Buckingham Strategic Wealth
Missouri
$920M +$127M +16% 470