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
SWA
1476
Sax Wealth Advisors
New Jersey
$1.86B +$204M +12% 454
CM
1477
CastleKnight Management
New York
$1.86B +$344M +23% 405
KC
1478
Kepler Cheuvreux
$1.86B 141
SW
1479
SVB Wealth
Massachusetts
$1.86B -$8.22M -0.4% 434
CF
1480
Corebridge Financial
Texas
$1.86B +$1.41B +314% 6
MLL
1481
Moody Lynn & Lieberson
Massachusetts
$1.86B +$125M +7% 277
CTI
1482
Community Trust & Investment
Kentucky
$1.86B +$128M +7% 143
SW
1483
SoFi Wealth
California
$1.86B +$220M +13% 49
FM
1484
Foster & Motley
Ohio
$1.86B +$124M +7% 402
MSR
1485
Main Street Research
Connecticut
$1.85B +$244M +15% 135
PCM
1486
Portolan Capital Management
Massachusetts
$1.85B +$253M +16% 159
ESBC
1487
E.S. Barr & Co
Kentucky
$1.84B +$100M +6% 120
CFA
1488
Capstone Financial Advisors
Illinois
$1.84B +$121M +7% 194
NL
1489
NWAM LLC
Washington
$1.84B +$121M +7% 667
WIM
1490
Weitz Investment Management
Nebraska
$1.84B -$16.9M -0.9% 49
HHAM
1491
HITE Hedge Asset Management
Massachusetts
$1.84B +$98.5M +6% 147
PE
1492
Point72 Europe
United Kingdom
$1.84B -$100M -5% 790
SFG
1493
Sather Financial Group
Texas
$1.84B +$138M +8% 123
TGA
1494
TPG GP A
Texas
$1.84B -$39.9M -2% 9
RHJA
1495
Rice Hall James & Associates
California
$1.83B -$23.2M -1% 261
GCM
1496
Glendon Capital Management
California
$1.83B +$11.4M +0.6% 24
TA
1497
Tectonic Advisors
Texas
$1.83B +$111M +6% 360
SIS
1498
Sound Income Strategies
Florida
$1.83B +$85.7M +5% 1,844
WIC
1499
Willis Investment Counsel
Georgia
$1.83B +$120M +7% 130
SFI
1500
Siemens Fonds Invest
Germany
$1.83B +$126M +7% 561