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
SFS
1401
Sowell Financial Services
Arkansas
$1.3B -$249M -16% 852
GIA
1402
Guyasuta Investment Advisors
Pennsylvania
$1.29B +$27.5M +2% 251
SFS
1403
Strategic Financial Services
New York
$1.29B +$42.4M +3% 126
SGI
1404
Summit Global Investments
Utah
$1.29B +$108M +9% 593
SGI
1405
Swan Global Investments
Colorado
$1.29B -$93.2M -7% 19
CA
1406
Cambridge Associates
Massachusetts
$1.29B -$4.39M -0.3% 47
CG
1407
Caprock Group
Idaho
$1.29B +$216M +20% 685
SIC
1408
Sigma Investment Counselors
Michigan
$1.29B +$71.5M +6% 193
CFGS
1409
Concourse Financial Group Securities
Alabama
$1.29B +$55.1M +4% 11,648
EI
1410
Ellevest Inc
New York
$1.29B +$99M +8% 2,149
TA
1411
Trivest Advisors
Hong Kong
$1.29B +$462M +56% 28
KL
1412
KGH Ltd
Bahamas
$1.28B -$43.9M -3% 36
TAL
1413
TIG Advisors LLC
New York
$1.28B -$180M -12% 69
YCM
1414
Yiheng Capital Management
California
$1.28B -$6.53M -0.5% 29
MCWS
1415
McKinley Carter Wealth Services
West Virginia
$1.28B +$98.8M +8% 307
GC
1416
Greenvale Capital
United Kingdom
$1.28B +$247M +24% 23
CWM
1417
Calamos Wealth Management
Illinois
$1.28B -$6.93M -0.5% 334
TMC
1418
Toyota Motor Corp
Japan
$1.27B +$82.3M +7% 5
WAM
1419
Weiss Asset Management
Massachusetts
$1.27B -$826M -39% 686
C
1420
Consulta
United Kingdom
$1.27B +$105M +9% 13
ET
1421
Equitable Trust
Tennessee
$1.27B +$853K +0.1% 414
AWM
1422
Axxcess Wealth Management
California
$1.27B +$56.2M +5% 697
MB
1423
Marquard & Bahls
Germany
$1.27B +$85.8M +7% 3
GKWIM
1424
Gerber Kawasaki Wealth & Investment Management
California
$1.27B +$138M +12% 263
CFA
1425
Capstone Financial Advisors
Illinois
$1.26B +$82.9M +7% 147