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
BWL
1626
Bogart Wealth LLC
Virginia
$1.17B +$61.6M +6% 912
H
1627
HoyleCohen
California
$1.17B -$34.7M -3% 288
FCM
1628
FJ Capital Management
Virginia
$1.16B -$27.2M -2% 125
GACM
1629
Global Alpha Capital Management
Quebec, Canada
$1.16B +$132M +13% 36
SCP
1630
Sandhill Capital Partners
New York
$1.16B -$124M -10% 101
PP
1631
PDT Partners
New York
$1.16B -$151M -12% 1,189
OC
1632
Oakworth Capital
Alabama
$1.16B -$15.2M -1% 605
AWM
1633
Avior Wealth Management
Nebraska
$1.16B -$49.5M -4% 1,308
MIAS
1634
Mason Investment Advisory Services
Virginia
$1.16B -$51M -4% 105
SBWIC
1635
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.16B -$85.1M -7% 154
RSWM
1636
Robertson Stephens Wealth Management
California
$1.16B -$12.8M -1% 413
FI
1637
Fosun International
China
$1.16B -$591M -34% 256
AP
1638
Atwood & Palmer
Missouri
$1.16B -$36.6M -3% 473
SFG
1639
Sather Financial Group
Texas
$1.16B +$3.99M +0.3% 103
GIM
1640
Goelzer Investment Management
Indiana
$1.16B -$70.4M -6% 233
TFS
1641
TrustCore Financial Services
Tennessee
$1.16B +$271M +31% 1,128
FWI
1642
Facet Wealth Inc
Maryland
$1.15B +$78.9M +7% 72
PIMG
1643
Patriot Investment Management Group
Tennessee
$1.15B -$25.9M -2% 257
IAM
1644
Impala Asset Management
Florida
$1.15B -$66.3M -5% 50
ECM
1645
Ensemble Capital Management
California
$1.15B -$180M -13% 30
AIP
1646
Almanack Investment Partners
Pennsylvania
$1.15B -$82.7M -7% 564
CCB
1647
Country Club Bank
Missouri
$1.15B 264
TF
1648
Trek Financial
Arizona
$1.15B +$77.1M +7% 279
DGAM
1649
Desjardins Global Asset Management
Quebec, Canada
$1.15B -$19.5M -2% 481
BONST
1650
Bank of Nova Scotia Trust
Ontario, Canada
$1.15B -$5.1M -0.4% 156