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
MCWS
1451
McKinley Carter Wealth Services
West Virginia
$1.9B +$105M +6% 317
1SB
1452
1ST Source Bank
Indiana
$1.9B +$83.6M +5% 280
DWT
1453
Dorsey & Whitney Trust
South Dakota
$1.89B +$3.11M +0.2% 712
HA
1454
Heartland Advisors
Wisconsin
$1.89B +$99.4M +6% 256
WWM
1455
Western Wealth Management
Colorado
$1.89B +$211M +13% 789
CCM
1456
Compass Capital Management
Minnesota
$1.89B +$23.7M +1% 87
HH
1457
Hilltop Holdings
Texas
$1.89B +$330M +21% 977
GIM
1458
Goelzer Investment Management
Indiana
$1.89B +$61.9M +3% 254
SP
1459
Stairway Partners
Illinois
$1.88B +$120M +7% 18
KCMH
1460
Kontiki Capital Management (HK)
Hong Kong
$1.88B +$127M +7% 7
SCM
1461
Spyglass Capital Management
California
$1.88B +$180M +11% 29
SCM
1462
Soleus Capital Management
Connecticut
$1.87B +$423M +29% 113
MWA
1463
Midland Wealth Advisors
Illinois
$1.87B +$59.5M +3% 181
PO
1464
Paradigm Operations
California
$1.87B +$110M +6% 2
EFM
1465
EQT Fund Management
Luxembourg
$1.86B 4
ACM
1466
Analog Century Management
New York
$1.86B +$157M +9% 27
SC
1467
Syon Capital
California
$1.86B +$352M +23% 852
AIP
1468
Atlas Infrastructure Partners
United Kingdom
$1.86B +$456M +32% 9
SWA
1469
Sax Wealth Advisors
New Jersey
$1.86B +$204M +12% 454
CM
1470
CastleKnight Management
New York
$1.86B +$344M +23% 405
KC
1471
Kepler Cheuvreux
$1.86B 141
SW
1472
SVB Wealth
Massachusetts
$1.86B -$8.22M -0.4% 434
CF
1473
Corebridge Financial
Texas
$1.86B +$1.41B +314% 6
MLL
1474
Moody Lynn & Lieberson
Massachusetts
$1.86B +$125M +7% 277
CTI
1475
Community Trust & Investment
Kentucky
$1.86B +$128M +7% 143