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
EK
1526
Evensky & Katz
Florida
$1.64B +$147M +10% 79
SW
1527
SoFi Wealth
California
$1.64B +$307M +23% 46
CTC
1528
Chai Trust Company
Illinois
$1.63B +$23M +1% 12
GIA
1529
Guyasuta Investment Advisors
Pennsylvania
$1.63B +$103M +7% 263
CC
1530
Cartenna Capital
Connecticut
$1.63B +$391M +32% 57
AWMS
1531
Advocacy Wealth Management Services
Georgia
$1.63B +$161M +11% 64
PCM
1532
Parsons Capital Management
Rhode Island
$1.63B -$202M -11% 447
MAM
1533
Meeder Asset Management
Ohio
$1.63B +$146M +10% 1,031
PAIM
1534
Punch & Associates Investment Management
Minnesota
$1.63B +$99.7M +7% 175
BW
1535
BIP Wealth
Georgia
$1.62B +$88.7M +6% 301
RG
1536
Rakuten Group
Japan
$1.62B +$787M +94% 2
MC
1537
Maplelane Capital
New York
$1.62B +$549M +51% 72
DWM
1538
Diversify Wealth Management
Utah
$1.62B +$272M +20% 556
HI
1539
Helikon Investments
United Kingdom
$1.61B +$307M +23% 23
FSA
1540
Franklin Street Advisors
North Carolina
$1.61B +$198M +14% 181
WRBC
1541
W.R. Berkley Corp
Connecticut
$1.61B +$243M +18% 240
EAM
1542
Evanson Asset Management
California
$1.61B +$198M +14% 339
3AM
1543
3EDGE Asset Management
Florida
$1.61B +$138M +9% 96
LWMT
1544
Legacy Wealth Management (Tennessee)
Tennessee
$1.61B +$107M +7% 43
MSR
1545
Main Street Research
Connecticut
$1.61B +$76.1M +5% 128
BP
1546
BBR Partners
New York
$1.61B +$190M +13% 273
RSCM
1547
Rock Springs Capital Management
Maryland
$1.6B -$143M -8% 105
GACM
1548
Global Alpha Capital Management
Quebec, Canada
$1.6B +$230M +17% 61
GG
1549
Greenwood Gearhart
Arkansas
$1.6B +$156M +11% 111
PWP
1550
Principle Wealth Partners
Connecticut
$1.6B +$202M +14% 371