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
PIMG
1701
Patriot Investment Management Group
Tennessee
$1.18B +$72.3M +7% 254
AUB
1702
Atlantic Union Bankshares
Virginia
$1.18B +$117M +11% 274
BHWM
1703
Bar Harbor Wealth Management
New Hampshire
$1.18B +$109M +10% 255
ECA
1704
Encompass Capital Advisors
New York
$1.18B +$107M +10% 72
OC
1705
Oakworth Capital
Alabama
$1.18B +$141M +14% 608
AWA
1706
Arete Wealth Advisors
Illinois
$1.17B +$266M +29% 536
DAM
1707
Dorsey Asset Management
Illinois
$1.17B +$26.5M +2% 10
RSWM
1708
Robertson Stephens Wealth Management
California
$1.17B +$312M +36% 399
QIM
1709
Quest Investment Management
Oregon
$1.17B +$81.3M +7% 99
BC
1710
Blackhill Capital
New Jersey
$1.17B +$14.6M +1% 56
LDB
1711
Lee, Danner & Bass
Tennessee
$1.17B +$84.1M +8% 208
DGAM
1712
Desjardins Global Asset Management
Quebec, Canada
$1.17B 461
3AM
1713
3EDGE Asset Management
Florida
$1.17B -$97M -8% 49
MFW
1714
Meristem Family Wealth
Minnesota
$1.17B +$130M +13% 441
KA
1715
Klingman & Associates
New York
$1.16B +$93.4M +9% 184
GPCM
1716
Greenbrier Partners Capital Management
Texas
$1.16B +$69.1M +6% 16
SFM
1717
Stack Financial Management
Montana
$1.16B +$111M +11% 50
GGS
1718
Galvin Gaustad & Stein
Arizona
$1.16B +$122M +12% 192
KSCM
1719
King Street Capital Management
New York
$1.16B -$26.9M -2% 104
WA
1720
Waverly Advisors
Alabama
$1.16B -$12.9M -1% 219
OCA
1721
OEP Capital Advisors
New York
$1.16B -$164M -12% 2
BCA
1722
Bernzott Capital Advisors
California
$1.16B +$46M +4% 51
TCBWMS
1723
Texas Capital Bank Wealth Management Services
Texas
$1.16B +$178M +18% 166
SCM
1724
Sarissa Capital Management
Connecticut
$1.16B -$119M -9% 11
SBIA
1725
Sheaff Brock Investment Advisors
Indiana
$1.15B +$129M +13% 586