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
PPW
1726
Parcion Private Wealth
Washington
$1.07B -$38.2M -3% 215
FIB
1727
First Interstate Bank
Montana
$1.07B +$34.6M +3% 128
MSR
1728
Main Street Research
Connecticut
$1.06B -$231M -18% 159
CG
1729
Caprock Group
Idaho
$1.06B -$149M -12% 673
FWP
1730
FAS Wealth Partners
Kansas
$1.06B -$27.2M -2% 414
DCM
1731
Discovery Capital Management
Connecticut
$1.06B -$227M -18% 105
BP
1732
BBR Partners
New York
$1.06B +$209M +25% 270
MCAV
1733
Meritech Capital Associates V
California
$1.06B -$2.06B -66% 6
JWA
1734
JFS Wealth Advisors
Pennsylvania
$1.06B -$1.15M -0.1% 2,029
PMG
1735
ProVise Management Group
Florida
$1.06B -$44.5M -4% 417
GPCM
1736
Greenbrier Partners Capital Management
Texas
$1.06B -$103M -9% 15
YL
1737
YCG LLC
Texas
$1.06B -$77.6M -7% 45
SCM
1738
Sarissa Capital Management
Connecticut
$1.06B -$97.3M -8% 11
SG
1739
StoneX Group
New York
$1.06B +$190M +22% 696
ML
1740
McAdam LLC
Pennsylvania
$1.06B +$43.4M +4% 220
PCP
1741
P2 Capital Partners
New York
$1.06B -$225M -18% 23
PFM
1742
Phillips Financial Management
Indiana
$1.06B +$36M +4% 139
BAM
1743
Bayview Asset Management
Florida
$1.06B +$533M +102% 12
RI
1744
Redwood Investments
Massachusetts
$1.06B -$212M -17% 140
WMC
1745
Westwood Management Corporation
Illinois
$1.06B -$253M -19% 78
RCAG
1746
Rehmann Capital Advisory Group
Michigan
$1.05B -$23.1M -2% 603
BC
1747
Blackhill Capital
New Jersey
$1.05B -$118M -10% 55
1WM
1748
1900 Wealth Management
Texas
$1.05B -$54.7M -5% 265
QIM
1749
Quest Investment Management
Oregon
$1.05B -$119M -10% 101
ACM
1750
Atika Capital Management
New York
$1.05B -$174M -14% 106