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
B
1626
Brightworth
Georgia
$1.01B +$109M +12% 99
PTC
1627
Petrus Trust Company
Texas
$1.01B +$47.7M +5% 281
MFG
1628
Magnus Financial Group
New York
$1.01B +$148M +17% 391
APCM
1629
Alaska Permanent Capital Management
Alaska
$1.01B +$91.1M +10% 35
FQ
1630
First Quadrant
California
$1B +$219M +28% 708
SGI
1631
Summit Global Investments
Utah
$1B +$32.8M +3% 292
CCP
1632
Corient Capital Partners
California
$1B +$130M +15% 570
EC
1633
EJF Capital
Virginia
$998M -$199M -17% 252
BFS
1634
Bard Financial Services
Connecticut
$998M 265
BHWM
1635
Bar Harbor Wealth Management
New Hampshire
$998M +$93.1M +10% 245
DILH
1636
Dai-ichi Life Holdings
Japan
$997M +$331M +50% 1
TA
1637
Trivest Advisors
Hong Kong
$996M +$344M +53% 26
CPSAC
1638
Chas P. Smith & Associates (CPS)
Florida
$995M +$107M +12% 108
CIM
1639
Corda Investment Management
Texas
$995M +$75.7M +8% 62
CGM
1640
Capital Growth Management
Massachusetts
$993M +$35.8M +4% 78
WCM
1641
Windward Capital Management
California
$993M +$2.68M +0.3% 81
OC
1642
ORIX Corp
Japan
$992M +$343M +53% 1
AIA
1643
Angeles Investment Advisors
California
$991M +$192M +24% 117
GIG
1644
Goodnow Investment Group
Connecticut
$991M +$107M +12% 24
KM
1645
Kora Management
New York
$990M +$136M +16% 6
LSGA
1646
Lone Star Global Acquisitions
Bermuda
$990M +$259M +35% 2
WIA
1647
Wealthstreet Investment Advisors
Texas
$989M +$93.9M +10% 365
CCM
1648
Check Capital Management
California
$988M +$97M +11% 42
SSWM
1649
Smith Salley Wealth Management
North Carolina
$987M +$160M +19% 221
ICP
1650
Inclusive Capital Partners
California
$986M 10