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
EFS
1626
Essex Financial Services
Connecticut
$1.39B +$43.7M +3% 657
PHK
1627
Point72 Hong Kong
Hong Kong
$1.39B -$252M -15% 680
DP
1628
Dundas Partners
United Kingdom
$1.39B +$101M +8% 51
BFG
1629
Berger Financial Group
Minnesota
$1.39B +$131M +10% 400
BFPW
1630
BOK Financial Private Wealth
Colorado
$1.38B +$5.19M +0.4% 558
SB
1631
Simmons Bank
Arkansas
$1.38B +$56.6M +4% 342
VHAM
1632
Van Hulzen Asset Management
California
$1.38B -$110M -7% 337
RC
1633
Roundview Capital
New Jersey
$1.38B +$111M +9% 346
PCM
1634
Portolan Capital Management
Massachusetts
$1.38B +$165M +14% 153
KCM
1635
Kanawha Capital Management
Virginia
$1.38B +$101M +8% 237
PTC
1636
Philadelphia Trust Company
Pennsylvania
$1.38B +$91.1M +7% 258
NFG
1637
Nations Financial Group
Iowa
$1.38B +$153M +13% 698
AHC
1638
Adell Harriman & Carpenter
Texas
$1.38B +$80.2M +6% 162
XT
1639
XTX Topco
Cayman Islands
$1.37B +$207M +18% 2,764
ZB
1640
Zions Bancorporation
Utah
$1.37B +$124M +10% 941
KI
1641
Keystone Investors
Singapore
$1.37B +$181M +15% 88
CWS
1642
Confluence Wealth Services
Pennsylvania
$1.37B +$113M +9% 379
R
1643
Rebalance
California
$1.36B +$122M +10% 95
HVCM
1644
HG Vora Capital Management
New York
$1.36B -$175M -11% 12
AF
1645
Alerus Financial
North Dakota
$1.36B +$24.6M +2% 164
FBIL
1646
First Beijing Investment Ltd
Hong Kong
$1.36B +$438M +47% 13
PIMG
1647
Patriot Investment Management Group
Tennessee
$1.36B +$83M +6% 244
RCA
1648
Resonant Capital Advisors
Wisconsin
$1.36B +$129M +10% 367
AP
1649
Appleton Partners
Massachusetts
$1.36B +$61M +5% 262
SW
1650
SoFi Wealth
California
$1.36B +$166M +14% 11