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
CC
1501
Courier Capital
New York
$1.53B +$78.5M +5% 387
PAIM
1502
Punch & Associates Investment Management
Minnesota
$1.53B -$306M -17% 178
SSWM
1503
Smith Salley Wealth Management
North Carolina
$1.53B -$31.2M -2% 264
CWP
1504
Cyndeo Wealth Partners
Florida
$1.52B +$44M +3% 482
NI
1505
Nuance Investments
Missouri
$1.52B -$955M -39% 58
CCM
1506
Compass Capital Management
Minnesota
$1.52B -$5.3M -0.3% 38
LBC
1507
Lowe Brockenbrough & Co
Virginia
$1.52B -$40.2M -3% 268
TC
1508
Tairen Capital
Hong Kong
$1.51B +$832M +122% 115
IL
1509
Investure LLC
Virginia
$1.51B -$177M -10% 16
BHWM
1510
Bar Harbor Wealth Management
New Hampshire
$1.51B -$17.2M -1% 265
MPM
1511
Meritage Portfolio Management
Kansas
$1.51B -$103M -6% 350
WWM
1512
Western Wealth Management
Colorado
$1.51B -$24.8M -2% 707
LI
1513
LMCG Investments
Massachusetts
$1.51B -$124M -8% 239
LPC
1514
Long Pond Capital
New York
$1.51B -$390M -21% 42
EI
1515
Ellevest Inc
New York
$1.5B -$232M -13% 446
LWMT
1516
Legacy Wealth Management (Tennessee)
Tennessee
$1.5B -$57.1M -4% 45
RIL
1517
Rothschild Investment LLC
Illinois
$1.49B -$32.5M -2% 3,131
PP
1518
Patten & Patten
Tennessee
$1.49B -$20.2M -1% 326
HTI
1519
Hikari Tsushin Inc
Japan
$1.49B +$114M +8% 72
EK
1520
Evensky & Katz
Florida
$1.49B -$37.8M -2% 78
SCI
1521
S&CO Inc
Massachusetts
$1.49B +$16.4M +1% 221
WIC
1522
Willis Investment Counsel
Georgia
$1.49B -$38M -2% 118
NONA
1523
Ninety One North America
New York
$1.49B -$130M -8% 74
CCB
1524
Country Club Bank
Missouri
$1.49B -$11.2M -0.8% 330
MMLI
1525
Massachusetts Mutual Life Insurance
Massachusetts
$1.48B -$303M -17% 2