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
ELC
1501
Edgar Lomax Company
Virginia
$1.55B -$86.6M -5% 68
AP
1502
Adero Partners
California
$1.55B +$44.3M +3% 270
AAM
1503
Aureus Asset Management
Massachusetts
$1.55B +$19.1M +1% 229
IHG
1504
Insight Holdings Group
New York
$1.55B -$755M -33% 33
OFG
1505
Oxford Financial Group
Indiana
$1.54B -$33.5M -2% 327
PCM
1506
Politan Capital Management
New York
$1.54B -$228M -13% 4
ECM
1507
Everence Capital Management
Indiana
$1.54B -$45.7M -3% 1,062
FNBOO
1508
First National Bank of Omaha
Nebraska
$1.54B -$27.6M -2% 313
FM
1509
Foster & Motley
Ohio
$1.54B -$39.1M -2% 385
CWS
1510
Confluence Wealth Services
Pennsylvania
$1.54B +$170M +12% 353
WWM
1511
Western Wealth Management
Colorado
$1.53B -$221M -13% 776
TA
1512
Tectonic Advisors
Texas
$1.53B +$5.88M +0.4% 333
LPT
1513
Legacy Private Trust
Wisconsin
$1.53B +$40.9M +3% 249
EK
1514
Evensky & Katz
Florida
$1.53B -$7.44M -0.5% 85
PVI
1515
Pine Valley Investments
New Jersey
$1.53B +$75.8M +5% 513
C
1516
Consulta
United Kingdom
$1.53B -$92.8M -6% 15
RIL
1517
Rothschild Investment LLC
Illinois
$1.53B -$70.2K -0% 3,095
BHWM
1518
Bar Harbor Wealth Management
New Hampshire
$1.53B -$41.3M -3% 273
SC
1519
SouthState Corp
Florida
$1.53B +$74.8M +5% 707
CCM
1520
Compass Capital Management
Minnesota
$1.53B -$51.9M -3% 38
WIC
1521
Willis Investment Counsel
Georgia
$1.52B -$14.3M -0.9% 116
WP
1522
Warburg Pincus
New York
$1.52B -$427M -22% 7
GA
1523
Geller Advisors
New York
$1.52B +$75.7M +5% 276
KEM
1524
Kimmeridge Energy Management
New York
$1.52B -$49.9M -3% 4
KPM
1525
Kinetic Partners Management
Florida
$1.52B +$78.2M +5% 37