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
MJRIC
1476
Mogy Joel R Investment Counsel
California
$1.55B -$130M -8% 112
FDP
1477
Financiere des Professionnels
Quebec, Canada
$1.55B +$115M +8% 201
FSC
1478
Full Sail Capital
Oklahoma
$1.55B -$23.7M -2% 170
HRES
1479
Heitman Real Estate Securities
Illinois
$1.54B -$9.99M -0.6% 63
KF
1480
Krilogy Financial
Missouri
$1.54B +$43.9M +3% 243
ACM
1481
Alta Capital Management
Utah
$1.54B -$137M -8% 97
CIP
1482
CAS Investment Partners
Connecticut
$1.54B -$177M -10% 4
CCM
1483
Check Capital Management
California
$1.54B +$27.3M +2% 53
ELI
1484
Empire Life Investments
Ontario, Canada
$1.54B -$56.1M -4% 116
EA
1485
Efficient Advisors
Ohio
$1.54B -$17.4M -1% 66
BW
1486
BIP Wealth
Georgia
$1.53B +$39.8M +3% 298
OFS
1487
OneAscent Financial Services
Alabama
$1.53B +$358M +30% 521
SC
1488
SRB Corp
Massachusetts
$1.53B -$211M -12% 25
ST
1489
Spinnaker Trust
Maine
$1.53B -$53.6M -3% 296
SFG
1490
Sather Financial Group
Texas
$1.53B -$64.5M -4% 100
TAL
1491
TIG Advisors LLC
New York
$1.53B +$239M +19% 78
UF
1492
Univest Financial
Pennsylvania
$1.53B -$54.6M -3% 291
MSR
1493
Main Street Research
Connecticut
$1.53B -$74.6M -5% 124
SIM
1494
Seilern Investment Management
United Kingdom
$1.53B -$225M -13% 23
GIA
1495
Guyasuta Investment Advisors
Pennsylvania
$1.53B -$60.6M -4% 270
AP
1496
Adero Partners
California
$1.53B -$22.9M -1% 280
CC
1497
Courier Capital
New York
$1.53B +$78.5M +5% 387
PAIM
1498
Punch & Associates Investment Management
Minnesota
$1.53B -$306M -17% 178
SSWM
1499
Smith Salley Wealth Management
North Carolina
$1.53B -$31.2M -2% 264
CWP
1500
Cyndeo Wealth Partners
Florida
$1.52B +$44M +3% 482