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
SSWM
1626
Smith Salley Wealth Management
North Carolina
$601M -$157M -21% 206
TNB
1627
Thomasville National Bank
Georgia
$600M -$48.2M -7% 206
IMC Chicago
1628
IMC Chicago
Illinois
$598M -$395M -40% 528
MA
1629
MCF Advisors
Kentucky
$598M -$58.9M -9% 504
BIC
1630
Beach Investment Counsel
Pennsylvania
$598M -$308M -34% 146
QCG
1631
Quadrant Capital Group
Ohio
$597M -$232M -28% 2,872
PMG
1632
ProVise Management Group
Florida
$596M -$216M -27% 317
YL
1633
YCG LLC
Texas
$595M -$167M -22% 46
PFA
1634
Pure Financial Advisors
California
$595M +$9.45M +2% 146
PHAM
1635
Pacific Heights Asset Management
California
$595M -$204M -26% 79
OA
1636
Oxbow Advisors
Texas
$595M -$271M -31% 325
HRCM
1637
Hawk Ridge Capital Management
California
$595M -$20.2M -3% 60
TI
1638
TRG Investments
Virginia
$594M +$34.6M +6% 2
FEG
1639
Fund Evaluation Group
Ohio
$593M -$18.9M -3% 44
DWT
1640
Dorsey & Whitney Trust
South Dakota
$593M -$156M -21% 470
PWP
1641
Private Wealth Partners
California
$593M -$141M -19% 130
WA
1642
Waverly Advisors
Alabama
$592M -$169M -22% 154
HTHT
1643
Hemenway Trust Hemenway Trust
New Hampshire
$591M -$104M -15% 135
BCLSI
1644
Bain Capital Life Sciences Investors
Massachusetts
$591M -$79.2M -12% 11
WDA
1645
Wendell David Associates
New Hampshire
$591M -$135M -19% 150
GC
1646
Gillson Capital
Illinois
$591M -$572M -49% 87
CCM
1647
Cadence Capital Management
Massachusetts
$590M -$337M -36% 492
MIAS
1648
Mason Investment Advisory Services
Virginia
$590M -$89.8M -13% 97
OCM
1649
One Capital Management
California
$590M -$61.2M -9% 198
MPMG
1650
Minneapolis Portfolio Management Group
Minnesota
$589M -$278M -32% 31