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
WP
1576
WealthSource Partners
California
$635M -$127M -17% 453
CCP
1577
Corient Capital Partners
California
$634M -$153M -19% 508
MG
1578
Magnolia Group
Nebraska
$634M -$225M -26% 16
DAM
1579
Delta Asset Management
Tennessee
$634M -$170M -21% 665
NYLIM
1580
New York Life Investment Management
New York
$634M -$47.5M -7% 15
SW
1581
SteelPeak Wealth
California
$631M -$93.9M -13% 284
PM
1582
Pembroke Management
Quebec, Canada
$630M -$546M -46% 81
DWM
1583
Doyle Wealth Management
Florida
$629M -$171M -21% 218
SCM
1584
Somerset Capital Management
United Kingdom
$629M +$131M +26% 20
FNF
1585
Fidelity National Financial
Florida
$628M -$184M -23% 32
BPA
1586
Beacon Pointe Advisors
California
$628M +$305M +95% 324
AIC
1587
Ameritas Investment Company
Nebraska
$624M +$148M +31% 1,891
RWM
1588
Ritholtz Wealth Management
New York
$624M -$61.4M -9% 205
CISOA
1589
Capital Investment Services of America
Wisconsin
$623M -$120M -16% 75
AWE
1590
Avidian Wealth Enterprises
Texas
$622M -$81.4M -12% 262
SCC
1591
Spring Creek Capital
Kansas
$622M +$281M +82% 39
RH
1592
Riverstone Holdings
New York
$620M -$1.04B -63% 4
AA
1593
Ancient Art
Texas
$620M -$52.4M -8% 27
COF
1594
Capital One Financial
Virginia
$620M 296
LCS
1595
Levin Capital Strategies
New York
$620M -$385M -38% 240
NCGI
1596
Next Century Growth Investors
Minnesota
$616M -$152M -20% 143
PS
1597
Portfolio Solutions
Michigan
$616M -$132M -18% 49
DIP
1598
DT Investment Partners
Pennsylvania
$616M -$475M -44% 156
TA
1599
Teton Advisors
New York
$615M -$372M -38% 457
EIA
1600
Edgemoor Investment Advisors
Maryland
$614M -$263M -30% 133