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
CCP
1576
Corient Capital Partners
California
$634M -$153M -19% 508
MG
1577
Magnolia Group
Nebraska
$634M -$225M -26% 16
DAM
1578
Delta Asset Management
Tennessee
$634M -$170M -21% 665
NYLIM
1579
New York Life Investment Management
New York
$634M -$47.5M -7% 15
SW
1580
SteelPeak Wealth
California
$631M -$93.9M -13% 284
PM
1581
Pembroke Management
Quebec, Canada
$630M -$546M -46% 81
DWM
1582
Doyle Wealth Management
Florida
$629M -$171M -21% 218
SCM
1583
Somerset Capital Management
United Kingdom
$629M +$131M +26% 20
FNF
1584
Fidelity National Financial
Florida
$628M -$184M -23% 32
BPA
1585
Beacon Pointe Advisors
California
$628M +$305M +95% 324
AIC
1586
Ameritas Investment Company
Nebraska
$624M +$148M +31% 1,891
RWM
1587
Ritholtz Wealth Management
New York
$624M -$61.4M -9% 205
CISOA
1588
Capital Investment Services of America
Wisconsin
$623M -$120M -16% 75
AWE
1589
Avidian Wealth Enterprises
Texas
$622M -$81.4M -12% 262
SCC
1590
Spring Creek Capital
Kansas
$622M +$281M +82% 39
RH
1591
Riverstone Holdings
New York
$620M -$1.04B -63% 4
AA
1592
Ancient Art
Texas
$620M -$52.4M -8% 27
COF
1593
Capital One Financial
Virginia
$620M 296
LCS
1594
Levin Capital Strategies
New York
$620M -$385M -38% 240
NCGI
1595
Next Century Growth Investors
Minnesota
$616M -$152M -20% 143
PS
1596
Portfolio Solutions
Michigan
$616M -$132M -18% 49
DIP
1597
DT Investment Partners
Pennsylvania
$616M -$475M -44% 156
TA
1598
Teton Advisors
New York
$615M -$372M -38% 457
EIA
1599
Edgemoor Investment Advisors
Maryland
$614M -$263M -30% 133
CI
1600
CX Institutional
Indiana
$613M +$40M +7% 801