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
BHWM
1501
Bar Harbor Wealth Management
New Hampshire
$1.34B +$85.7M +7% 264
BFO
1502
Boston Family Office
Massachusetts
$1.33B +$110M +9% 266
ET
1503
Equitable Trust
Tennessee
$1.33B +$120M +10% 418
EK
1504
Evensky & Katz
Florida
$1.33B +$159M +14% 88
FP
1505
Flagship Pioneering
Massachusetts
$1.33B -$52.4M -4% 9
GAG
1506
GM Advisory Group
New York
$1.32B +$100M +8% 210
SRAIM
1507
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.32B +$138M +12% 32
MJRIC
1508
Mogy Joel R Investment Counsel
California
$1.32B +$135M +11% 106
GCM
1509
Glendon Capital Management
California
$1.32B +$290M +28% 22
OA
1510
Oak Associates
Ohio
$1.32B +$121M +10% 141
RIA
1511
Regal Investment Advisors
Michigan
$1.32B +$162M +14% 569
CCB
1512
Country Club Bank
Missouri
$1.32B +$93M +8% 304
AIP
1513
Atlas Infrastructure Partners
United Kingdom
$1.32B +$297M +29% 6
BPA
1514
BC Partners Advisors
New York
$1.32B +$112M +9% 4
SIM
1515
SSI Investment Management
California
$1.32B +$96.5M +8% 275
CC
1516
Courier Capital
New York
$1.32B +$111M +9% 363
CF
1517
Centaurus Financial
California
$1.32B +$166M +14% 831
FSC
1518
Full Sail Capital
Oklahoma
$1.32B +$163M +14% 165
CPCM
1519
Cornerstone Partners Capital Management
Virginia
$1.31B +$65.3M +5% 10
MLL
1520
Moody Lynn & Lieberson
Massachusetts
$1.31B +$147M +13% 242
CIAS
1521
CBIZ Investment Advisory Services
Ohio
$1.31B +$225M +21% 45
AWA
1522
Arete Wealth Advisors
Illinois
$1.31B +$734M +127% 778
GC
1523
Garde Capital
Washington
$1.31B +$137M +12% 298
TA
1524
TruWealth Advisors
Louisiana
$1.31B +$147M +13% 159
CTI
1525
Community Trust & Investment
Kentucky
$1.3B +$108M +9% 118