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
MA
1401
Madrone Advisors
California
$2.03B +$1.31B +182% 7
CWS
1402
Confluence Wealth Services
Pennsylvania
$2.03B +$197M +11% 381
ML
1403
McAdam LLC
Pennsylvania
$2.03B +$203M +11% 413
PCG
1404
Prosperity Consulting Group
Maryland
$2.03B +$658M +48% 518
SI
1405
Standard Investments
New York
$2.03B +$76.5M +4% 15
BW
1406
BIP Wealth
Georgia
$2.02B +$401M +25% 327
CP
1407
CenterBook Partners
Connecticut
$2.02B +$224M +12% 685
ZBNA
1408
Zions Bancorporation, National Association
Utah
$2.02B +$161M +9% 883
BC
1409
Blackhill Capital
New Jersey
$2.02B +$286M +16% 51
BMCM
1410
Bryn Mawr Capital Management
Pennsylvania
$2.02B +$188M +10% 458
MIAS
1411
Mason Investment Advisory Services
Virginia
$2.01B +$173M +9% 83
HCMT
1412
Highland Capital Management (Tennessee)
Tennessee
$2.01B +$159M +9% 456
GWM
1413
Greenwich Wealth Management
Connecticut
$2B -$55.9M -3% 288
CCM
1414
Cinctive Capital Management
New York
$2B +$212M +12% 530
WGI
1415
Westwood Global Investments
Massachusetts
$2B +$149M +8% 11
BOH
1416
Bank of Hawaii
Hawaii
$2B +$107M +6% 245
DDPIC
1417
Deroy & Devereaux Private Investment Counsel
Michigan
$2B +$153M +8% 182
GHA
1418
GW Henssler & Associates
Georgia
$2B +$129M +7% 250
SFS
1419
Strategic Financial Services
New York
$1.99B +$134M +7% 146
SEP
1420
Soma Equity Partners
California
$1.99B +$192M +11% 19
MRG
1421
Milestone Resources Group
British Virgin Islands
$1.99B +$75.8M +4% 13
EPM
1422
Elm Partners Management
Pennsylvania
$1.99B +$269M +16% 150
GC
1423
Garde Capital
Washington
$1.99B +$121M +6% 817
AIP
1424
AE Industrial Partners
Florida
$1.99B +$226M +13% 4
KA
1425
Klingman & Associates
New York
$1.98B +$169M +9% 344