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
DA
1501
Denali Advisors
California
$658M +$77.1M +13% 328
SC
1502
SouthState Corp
Florida
$656M -$11.1M -2% 238
SHGA
1503
Sand Hill Global Advisors
California
$656M +$20.6M +3% 77
PS
1504
Presima Securities
Quebec, Canada
$655M +$20.4M +3% 36
TI
1505
TRG Investments
Virginia
$655M +$137M +26% 2
FPC
1506
Falcon Point Capital
California
$654M +$74.9M +13% 124
DIA
1507
Davidson Investment Advisors
Montana
$654M +$57.2M +10% 206
LIM
1508
Lathrop Investment Management
Arkansas
$653M +$332M +103% 63
EMA
1509
Efficient Market Advisors
California
$650M +$40.4M +7% 49
EIA
1510
Edgemoor Investment Advisors
Maryland
$650M +$16.7M +3% 125
SMA
1511
Simply Money Advisors
Ohio
$650M +$182K +0% 32
MMI
1512
Matson Money Inc
Ohio
$649M +$16.7M +3% 2
OIM
1513
Oracle Investment Management
Connecticut
$649M +$219M +51% 19
DAM
1514
Davis Asset Management
California
$649M +$71.4M +12% 27
AIM
1515
Avity Investment Management
Connecticut
$648M +$24.2M +4% 72
WCP
1516
Waterfront Capital Partners
New York
$646M +$17.7M +3% 59
MCM
1517
Murphy Capital Management
New Jersey
$646M -$381K -0.1% 317
DMIC
1518
Dixon Mitchell Investment Counsel
British Columbia, Canada
$643M +$39.4M +7% 64
SWM
1519
SVA Wealth Management
Wisconsin
$642M +$23.5M +4% 209
SAMH
1520
Shanda Asset Management Holdings
British Virgin Islands
$642M +$122M +24% 35
WAM
1521
Wealthspire Advisors (Maryland)
Maryland
$642M +$41.5M +7% 1,919
FEG
1522
Fund Evaluation Group
Ohio
$641M +$26M +4% 22
EWA
1523
EP Wealth Advisors
California
$640M +$12.4M +2% 150
CPP
1524
Crow Point Partners
Massachusetts
$639M 326
SC
1525
Skylands Capital
Wisconsin
$639M +$26.8M +4% 204