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
GCA
1601
Guardian Capital Advisors
Ontario, Canada
$748M -$8.54M -1% 169
CWM
1602
Calamos Wealth Management
Illinois
$748M +$6.86M +0.9% 253
CTC (Chicago Trading Company)
1603
CTC (Chicago Trading Company)
Illinois
$748M +$42.7M +6% 20
AUB
1604
Atlantic Union Bankshares
Virginia
$747M +$2.75M +0.4% 273
CA
1605
Clearstead Advisors
Ohio
$747M -$3.59M -0.5% 279
BGIM
1606
Boussard & Gavaudan Investment Management
United Kingdom
$746M +$96.5M +15% 40
LBC
1607
Lowe Brockenbrough & Co
Virginia
$745M +$11.2M +2% 220
AAS
1608
Annex Advisory Services
Wisconsin
$744M +$34M +5% 132
AWM
1609
Altium Wealth Management
New York
$742M +$52.7M +8% 301
AP
1610
Atwood & Palmer
Missouri
$742M +$1.59M +0.2% 320
PHAM
1611
Pacific Heights Asset Management
California
$741M -$28.2M -4% 73
GCP
1612
GSA Capital Partners
United Kingdom
$739M -$154M -17% 1,919
SWA
1613
SFMG Wealth Advisors
Texas
$739M +$1.71M +0.2% 163
WB
1614
Webster Bank
Connecticut
$739M +$12.4M +2% 527
TP
1615
Thunderbird Partners
United Kingdom
$738M -$68.2M -8% 8
IWM
1616
IHT Wealth Management
Illinois
$735M +$46.8M +7% 644
JCM
1617
JS Capital Management
New York
$735M +$51.7M +8% 133
FM
1618
Foster & Motley
Ohio
$734M +$20.6M +3% 263
EC
1619
EJF Capital
Virginia
$734M -$71.1M -9% 112
NP
1620
NorthRock Partners
Minnesota
$734M +$384M +110% 212
EK
1621
Evensky & Katz
Florida
$732M +$9.91M +1% 113
WP
1622
WealthPLAN Partners
Nebraska
$732M +$67.3M +10% 252
PNAA
1623
Pictet North America Advisors
Switzerland
$731M +$43.3M +6% 157
BAM
1624
BTS Asset Management
Massachusetts
$731M +$639M +694% 20
CIS
1625
Connors Investor Services
Pennsylvania
$728M -$26.3M -3% 151