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
BFO
1501
Boston Family Office
Massachusetts
$1.33B +$110M +9% 266
ET
1502
Equitable Trust
Tennessee
$1.33B +$120M +10% 418
EK
1503
Evensky & Katz
Florida
$1.33B +$159M +14% 88
FP
1504
Flagship Pioneering
Massachusetts
$1.33B -$52.4M -4% 9
GAG
1505
GM Advisory Group
New York
$1.32B +$100M +8% 210
SRAIM
1506
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.32B +$138M +12% 32
MJRIC
1507
Mogy Joel R Investment Counsel
California
$1.32B +$135M +11% 106
GCM
1508
Glendon Capital Management
California
$1.32B +$290M +28% 22
OA
1509
Oak Associates
Ohio
$1.32B +$121M +10% 141
RIA
1510
Regal Investment Advisors
Michigan
$1.32B +$162M +14% 569
CCB
1511
Country Club Bank
Missouri
$1.32B +$93M +8% 304
AIP
1512
Atlas Infrastructure Partners
United Kingdom
$1.32B +$297M +29% 6
BPA
1513
BC Partners Advisors
New York
$1.32B +$112M +9% 4
SIM
1514
SSI Investment Management
California
$1.32B +$96.5M +8% 275
CC
1515
Courier Capital
New York
$1.32B +$111M +9% 363
CF
1516
Centaurus Financial
California
$1.32B +$166M +14% 831
FSC
1517
Full Sail Capital
Oklahoma
$1.32B +$163M +14% 165
CPCM
1518
Cornerstone Partners Capital Management
Virginia
$1.31B +$65.3M +5% 10
MLL
1519
Moody Lynn & Lieberson
Massachusetts
$1.31B +$147M +13% 242
CIAS
1520
CBIZ Investment Advisory Services
Ohio
$1.31B +$225M +21% 45
AWA
1521
Arete Wealth Advisors
Illinois
$1.31B +$734M +127% 778
GC
1522
Garde Capital
Washington
$1.31B +$137M +12% 298
TA
1523
TruWealth Advisors
Louisiana
$1.31B +$147M +13% 159
CTI
1524
Community Trust & Investment
Kentucky
$1.3B +$108M +9% 118
FTCM
1525
First Trust Capital Management
Illinois
$1.3B -$504M -28% 188