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
TF
1651
Trek Financial
Arizona
$707M +$127M +22% 145
IG
1652
Ithaka Group
Virginia
$707M +$47.4M +7% 38
CIC
1653
Cornercap Investment Counsel
Georgia
$707M -$51.5M -7% 493
CCP
1654
Corient Capital Partners
California
$706M +$54.1M +8% 481
CCM
1655
Cadence Capital Management
Massachusetts
$705M -$295M -29% 484
CBU
1656
CIBC Bank USA
Illinois
$704M -$10.2M -1% 289
GIG
1657
Goodnow Investment Group
Connecticut
$704M -$49M -7% 25
SSWM
1658
Smith Salley Wealth Management
North Carolina
$704M +$40.4M +6% 200
TAM
1659
Taurus Asset Management
New York
$703M -$30.4M -4% 91
NIM
1660
Nexus Investment Management
Ontario, Canada
$703M -$18.9M -3% 67
HCMNY
1661
Howard Capital Management (New York)
New York
$703M -$30.5M -4% 101
DF
1662
Donoghue Forlines
Massachusetts
$703M -$152M -18% 199
SWM
1663
SigFig Wealth Management
California
$702M +$60.5M +9% 49
JIC
1664
Joel Isaacson & Co
New York
$702M +$14.8M +2% 219
CCP
1665
Cyrus Capital Partners
New York
$701M -$139M -17% 24
MYLI
1666
Meiji Yasuda Life Insurance
Japan
$700M +$16.1M +2% 335
SG
1667
Standard General
New York
$700M -$78.1M -10% 6
CCP
1668
Cardan Capital Partners
Colorado
$698M +$39.9M +6% 191
CNAM
1669
Campbell Newman Asset Management
Wisconsin
$697M +$13.1M +2% 124
WA
1670
Waverly Advisors
Alabama
$697M +$25.5M +4% 139
ZB
1671
Zions Bancorporation
Utah
$697M +$13.8M +2% 1,033
PS
1672
Portfolio Solutions
Michigan
$696M -$18.8M -3% 36
FMBTD
1673
First Midwest Bank Trust Division
Illinois
$695M -$6.11M -0.9% 385
MB
1674
Mizuho Bank
Japan
$694M -$127M -15% 12
AIM
1675
Acropolis Investment Management
Missouri
$693M +$38.5M +6% 164