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
AP
1601
Appleton Partners
Massachusetts
$1.02B +$110M +12% 280
IAM
1602
Impala Asset Management
Florida
$1.02B +$129M +15% 65
ECM
1603
Ensemble Capital Management
California
$1.02B +$165M +19% 34
FHC
1604
First Horizon Corporation
Tennessee
$1.01B +$76.5M +8% 1,317
NP
1605
NorthRock Partners
Minnesota
$1.01B +$113M +12% 254
MJRIC
1606
Mogy Joel R Investment Counsel
California
$1.01B +$83.3M +9% 108
MYAM
1607
Meiji Yasuda Asset Management
Japan
$1.01B +$101M +11% 424
GAI
1608
General American Investors
New York
$1.01B +$145M +17% 77
PHAM
1609
Pacific Heights Asset Management
California
$1.01B +$242M +31% 81
B
1610
Brightworth
Georgia
$1.01B +$109M +12% 99
PTC
1611
Petrus Trust Company
Texas
$1.01B +$47.7M +5% 281
MFG
1612
Magnus Financial Group
New York
$1.01B +$148M +17% 391
APCM
1613
Alaska Permanent Capital Management
Alaska
$1.01B +$91.1M +10% 35
FQ
1614
First Quadrant
California
$1B +$219M +28% 708
SGI
1615
Summit Global Investments
Utah
$1B +$32.8M +3% 292
CCP
1616
Corient Capital Partners
California
$1B +$130M +15% 570
EC
1617
EJF Capital
Virginia
$998M -$199M -17% 252
BFS
1618
Bard Financial Services
Connecticut
$998M 265
BHWM
1619
Bar Harbor Wealth Management
New Hampshire
$998M +$93.1M +10% 245
DILH
1620
Dai-ichi Life Holdings
Japan
$997M +$331M +50% 1
TA
1621
Trivest Advisors
Hong Kong
$996M +$344M +53% 26
CPSAC
1622
Chas P. Smith & Associates (CPS)
Florida
$995M +$107M +12% 108
CIM
1623
Corda Investment Management
Texas
$995M +$75.7M +8% 62
CGM
1624
Capital Growth Management
Massachusetts
$993M +$35.8M +4% 78
WCM
1625
Windward Capital Management
California
$993M +$2.68M +0.3% 81