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
BFG
1601
Berger Financial Group
Minnesota
$1.72B +$53.2M +3% 473
QPBE
1602
Quintet Private Bank (Europe)
Luxembourg
$1.72B -$62.4M -3% 212
KCMH
1603
Kontiki Capital Management (HK)
Hong Kong
$1.72B -$159M -8% 8
HBT
1604
Hills Bank & Trust
Iowa
$1.72B +$20.4M +1% 356
SP
1605
SIH Partners
Delaware
$1.72B +$574M +50% 267
FVWA
1606
Foster Victor Wealth Advisors
South Carolina
$1.72B +$110M +7% 239
SEP
1607
Soma Equity Partners
California
$1.71B -$278M -14% 22
CIM
1608
Cambria Investment Management
California
$1.71B +$66.1M +4% 673
EA
1609
Efficient Advisors
Ohio
$1.71B -$61.5M -3% 59
PAIM
1610
Punch & Associates Investment Management
Minnesota
$1.71B -$12.3M -0.7% 167
AIP
1611
ARS Investment Partners
New York
$1.71B +$197M +13% 215
R
1612
Rebalance
California
$1.71B +$53.2M +3% 109
JIP
1613
Jaffetilchin Investment Partners
Florida
$1.71B +$38.9M +2% 483
CB
1614
Cadence Bank
Mississippi
$1.71B +$60.9M +4% 356
TSC
1615
Two Seas Capital
New York
$1.71B +$43.4M +3% 38
MIG
1616
Mariner Investment Group
New York
$1.7B +$1.38B +427% 116
PP
1617
Patten & Patten
Tennessee
$1.7B +$1.95M +0.1% 354
FFS
1618
Founders Financial Securities
Maryland
$1.7B +$227M +15% 588
LPT
1619
Legacy Private Trust
Wisconsin
$1.7B +$25.6M +2% 266
SW
1620
SVB Wealth
Massachusetts
$1.7B -$162M -9% 419
MIM
1621
Morningstar Investment Management
Illinois
$1.69B -$1.03B -38% 489
CCP
1622
Cryder Capital Partners
United Kingdom
$1.69B -$119M -7% 11
SB
1623
Strategic Blueprint
Georgia
$1.69B -$599M -26% 765
SGI
1624
Summit Global Investments
Utah
$1.69B -$20.4M -1% 556
SP
1625
Symmetry Partners
Connecticut
$1.69B +$771M +84% 215