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
1426
WMS Partners
Maryland
$1.56B +$106M +7% 280
TW
1427
Trajan Wealth
Arizona
$1.56B +$80.3M +5% 186
IA
1428
IFG Advisory
Georgia
$1.56B +$217M +16% 634
MASUI
1429
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.56B 106
GAG
1430
GM Advisory Group
New York
$1.55B +$124M +9% 248
ELC
1431
Edgar Lomax Company
Virginia
$1.54B -$74.4M -5% 65
EA
1432
Efficient Advisors
Ohio
$1.54B -$17.3M -1% 68
HVCM
1433
HG Vora Capital Management
New York
$1.54B -$202M -12% 13
BCM
1434
Basswood Capital Management
New York
$1.54B -$173M -10% 102
KOCAA
1435
Knights of Columbus Asset Advisors
Connecticut
$1.53B +$151M +11% 424
VWA
1436
Visionary Wealth Advisors
Illinois
$1.53B +$48.2M +3% 520
MLL
1437
Moody Lynn & Lieberson
Massachusetts
$1.53B +$40.2M +3% 251
BHCM
1438
Brevan Howard Capital Management
Jersey
$1.53B +$426M +39% 1,436
LLL
1439
Lynrock Lake LP
New York
$1.53B -$343M -18% 30
BCP
1440
BSN Capital Partners
United Kingdom
$1.53B +$178M +13% 8
BCM
1441
Bowie Capital Management
Texas
$1.53B +$310M +25% 31
ESBC
1442
E.S. Barr & Co
Kentucky
$1.52B -$10.2M -0.7% 95
FNBOO
1443
First National Bank of Omaha
Nebraska
$1.52B +$56.1M +4% 336
SHIM
1444
Spruce House Investment Management
New York
$1.52B +$128M +9% 11
RMA
1445
Roffman Miller Associates
Pennsylvania
$1.52B +$22.8M +2% 78
MSC
1446
MUFG Securities (Canada)
New York
$1.52B +$726M +92% 42
MSR
1447
Main Street Research
Connecticut
$1.52B +$45.2M +3% 112
OFG
1448
Oxford Financial Group
Indiana
$1.52B +$75.1M +5% 336
CFA
1449
Capstone Financial Advisors
Illinois
$1.51B +$26.6M +2% 161
BHWM
1450
Bar Harbor Wealth Management
New Hampshire
$1.51B +$13.5M +0.9% 265