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
EK
1726
Evensky & Katz
Florida
$876M -$136M -13% 83
TCM
1727
Tran Capital Management
California
$875M -$265M -23% 56
BWM
1728
BerganKDV Wealth Management
Minnesota
$873M -$61.9M -7% 1,099
MIA
1729
MainStreet Investment Advisors
Illinois
$872M -$199M -19% 186
GCAC
1730
Guardian Capital Advisors (Canada)
Ontario, Canada
$871M -$154M -15% 175
PFC
1731
Poplar Forest Capital
California
$871M -$89.7M -9% 55
NIM
1732
Nexus Investment Management
Ontario, Canada
$871M -$80.8M -8% 69
SBIA
1733
Sheaff Brock Investment Advisors
Indiana
$867M -$255M -23% 541
MRCP
1734
Maple Rock Capital Partners
Ontario, Canada
$866M -$39M -4% 36
CRM
1735
Cardano Risk Management
Netherlands
$865M -$236M -21% 5
KGI
1736
Kopernik Global Investors
Florida
$864M -$137M -14% 34
HMC
1737
Harvard Management Company
Massachusetts
$864M -$127M -13% 45
SGAM
1738
Stephens Group Asset Management
Arkansas
$863M -$133M -13% 25
BC
1739
Blackhill Capital
New Jersey
$863M -$188M -18% 55
RCG
1740
Rock Creek Group
District of Columbia
$862M +$128M +17% 194
GJL
1741
Gendell Jeffrey L
$862M -$516M -37% 71
SWA
1742
SFMG Wealth Advisors
Texas
$862M -$150M -15% 317
TCBWMS
1743
Texas Capital Bank Wealth Management Services
Texas
$861M -$236M -21% 179
KF
1744
Krilogy Financial
Missouri
$861M -$117M -12% 333
OC
1745
ORIX Corp
Japan
$861M -$38.2M -4% 1
PWP
1746
Private Wealth Partners
California
$860M -$256M -23% 85
FLAM
1747
First Light Asset Management
Minnesota
$859M -$274M -24% 76
MIM
1748
Marco Investment Management
Georgia
$859M -$126M -13% 217
TI
1749
Trigran Investments
Illinois
$858M -$127M -13% 21
BP
1750
BBR Partners
New York
$856M -$205M -19% 270