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
AUB
1701
Atlantic Union Bankshares
Virginia
$1.18B +$117M +11% 274
BHWM
1702
Bar Harbor Wealth Management
New Hampshire
$1.18B +$109M +10% 255
ECA
1703
Encompass Capital Advisors
New York
$1.18B +$107M +10% 72
OC
1704
Oakworth Capital
Alabama
$1.18B +$141M +14% 608
AWA
1705
Arete Wealth Advisors
Illinois
$1.17B +$266M +29% 536
DAM
1706
Dorsey Asset Management
Illinois
$1.17B +$26.5M +2% 10
RSWM
1707
Robertson Stephens Wealth Management
California
$1.17B +$312M +36% 399
QIM
1708
Quest Investment Management
Oregon
$1.17B +$81.3M +7% 99
BC
1709
Blackhill Capital
New Jersey
$1.17B +$14.6M +1% 56
LDB
1710
Lee, Danner & Bass
Tennessee
$1.17B +$84.1M +8% 208
DGAM
1711
Desjardins Global Asset Management
Quebec, Canada
$1.17B 461
3AM
1712
3EDGE Asset Management
Florida
$1.17B -$97M -8% 49
MFW
1713
Meristem Family Wealth
Minnesota
$1.17B +$130M +13% 441
KA
1714
Klingman & Associates
New York
$1.16B +$93.4M +9% 184
GPCM
1715
Greenbrier Partners Capital Management
Texas
$1.16B +$69.1M +6% 16
SFM
1716
Stack Financial Management
Montana
$1.16B +$111M +11% 50
GGS
1717
Galvin Gaustad & Stein
Arizona
$1.16B +$122M +12% 192
KSCM
1718
King Street Capital Management
New York
$1.16B -$26.9M -2% 104
WA
1719
Waverly Advisors
Alabama
$1.16B -$12.9M -1% 219
OCA
1720
OEP Capital Advisors
New York
$1.16B -$164M -12% 2
BCA
1721
Bernzott Capital Advisors
California
$1.16B +$46M +4% 51
TCBWMS
1722
Texas Capital Bank Wealth Management Services
Texas
$1.16B +$178M +18% 166
SCM
1723
Sarissa Capital Management
Connecticut
$1.16B -$119M -9% 11
SBIA
1724
Sheaff Brock Investment Advisors
Indiana
$1.15B +$129M +13% 586
SFG
1725
Sather Financial Group
Texas
$1.15B +$172M +18% 89