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
AF
1526
Apexium Financial
Texas
$1.4B +$81.1M +6% 236
NB
1527
NBT Bank
New York
$1.4B +$33M +2% 626
RCAG
1528
Rehmann Capital Advisory Group
Michigan
$1.4B +$54.3M +4% 594
SSWM
1529
Smith Salley Wealth Management
North Carolina
$1.39B +$105M +8% 231
HCC
1530
Hill City Capital
Massachusetts
$1.39B +$34.6M +3% 27
FCM
1531
Fairholme Capital Management
Florida
$1.39B -$123M -8% 7
BFO
1532
Boston Family Office
Massachusetts
$1.39B -$2.23M -0.2% 279
NPF
1533
Norris Perne & French
Michigan
$1.38B -$11.9M -0.9% 151
HFM
1534
Harvest Fund Management
China
$1.38B +$268M +24% 785
TA
1535
Tectonic Advisors
Texas
$1.38B +$70.8M +5% 311
LWMT
1536
Legacy Wealth Management (Tennessee)
Tennessee
$1.38B +$25.2M +2% 25
TCA
1537
Transcend Capital Advisors
New Jersey
$1.38B +$132M +11% 615
BFPW
1538
BOK Financial Private Wealth
Colorado
$1.38B +$33.4M +2% 488
CP
1539
Cumberland Partners
Ontario, Canada
$1.38B -$424K -0% 211
GIM
1540
Generate Investment Management
New Zealand
$1.37B +$100M +8% 94
KPM
1541
Kinetic Partners Management
Florida
$1.37B -$58.8M -4% 30
AG
1542
Avala Global
New York
$1.37B +$4.9M +0.4% 30
AFI
1543
American Family Investments
Wisconsin
$1.37B 10
MFS
1544
Mirabella Financial Services
United Kingdom
$1.37B -$199K -0% 745
GACM
1545
Global Alpha Capital Management
Quebec, Canada
$1.37B +$26.7M +2% 59
PCM
1546
Parsifal Capital Management
Connecticut
$1.37B -$77.2M -5% 24
AP
1547
Adero Partners
California
$1.37B +$50M +4% 228
SC
1548
SouthState Corp
Florida
$1.37B +$85.8M +7% 777
GWM
1549
Greenwich Wealth Management
Connecticut
$1.37B +$114M +9% 253
OC
1550
Oakworth Capital
Alabama
$1.37B +$40.2M +3% 735