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
Pacer Advisors
1501
Pacer Advisors
Pennsylvania
$658M +$24.6M +4% 1,121
DA
1502
Denali Advisors
California
$658M +$77.1M +13% 328
SC
1503
SouthState Corp
Florida
$656M -$11.1M -2% 238
SHGA
1504
Sand Hill Global Advisors
California
$656M +$20.6M +3% 77
PS
1505
Presima Securities
Quebec, Canada
$655M +$20.4M +3% 36
TI
1506
TRG Investments
Virginia
$655M +$137M +26% 2
FPC
1507
Falcon Point Capital
California
$654M +$74.9M +13% 124
DIA
1508
Davidson Investment Advisors
Montana
$654M +$57.2M +10% 206
LIM
1509
Lathrop Investment Management
Arkansas
$653M +$332M +103% 63
EMA
1510
Efficient Market Advisors
California
$650M +$40.4M +7% 49
EIA
1511
Edgemoor Investment Advisors
Maryland
$650M +$16.7M +3% 125
SMA
1512
Simply Money Advisors
Ohio
$650M +$182K +0% 32
MMI
1513
Matson Money Inc
Ohio
$649M +$16.7M +3% 2
OIM
1514
Oracle Investment Management
Connecticut
$649M +$219M +51% 19
DAM
1515
Davis Asset Management
California
$649M +$71.4M +12% 27
AIM
1516
Avity Investment Management
Connecticut
$648M +$24.2M +4% 72
WCP
1517
Waterfront Capital Partners
New York
$646M +$17.7M +3% 59
MCM
1518
Murphy Capital Management
New Jersey
$646M -$381K -0.1% 317
DMIC
1519
Dixon Mitchell Investment Counsel
British Columbia, Canada
$643M +$39.4M +7% 64
SWM
1520
SVA Wealth Management
Wisconsin
$642M +$23.5M +4% 209
SAMH
1521
Shanda Asset Management Holdings
British Virgin Islands
$642M +$122M +24% 35
WAM
1522
Wealthspire Advisors (Maryland)
Maryland
$642M +$41.5M +7% 1,919
FEG
1523
Fund Evaluation Group
Ohio
$641M +$26M +4% 22
EWA
1524
EP Wealth Advisors
California
$640M +$12.4M +2% 150
CPP
1525
Crow Point Partners
Massachusetts
$639M 326