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
TNBTD
1726
Trustmark National Bank Trust Department
Mississippi
$1.1B +$83.1M +8% 263
FFA
1727
Fragasso Financial Advisors
Pennsylvania
$1.1B +$147M +15% 250
BFA
1728
Beaumont Financial Advisors
Massachusetts
$1.1B +$95.3M +10% 356
FPM
1729
Francisco Partners Management
California
$1.1B +$99.4M +10% 8
ACM
1730
AlphaStar Capital Management
North Carolina
$1.1B +$296M +37% 290
AT
1731
Avalon Trust
New Mexico
$1.09B +$84.8M +8% 368
RIM
1732
Redwood Investment Management
Arizona
$1.09B -$50.8M -4% 403
PPW
1733
Parcion Private Wealth
Washington
$1.09B +$129M +13% 201
CP
1734
Cumberland Partners
Ontario, Canada
$1.09B +$53M +5% 196
EWA
1735
EverSource Wealth Advisors
Alabama
$1.09B +$149M +16% 2,804
PCM
1736
Penn Capital Management
Pennsylvania
$1.09B +$115M +12% 169
KCM
1737
Kanawha Capital Management
Virginia
$1.09B +$56.7M +5% 213
1WM
1738
1900 Wealth Management
Texas
$1.09B +$86.6M +9% 313
NIM
1739
NXG Investment Management
Texas
$1.09B +$102M +10% 73
HTI
1740
Hikari Tsushin Inc
Japan
$1.09B +$60.3M +6% 66
SC
1741
Styrax Capital
New York
$1.09B +$249M +30% 16
SAMU
1742
SONA Asset Management (US)
New York
$1.08B +$337M +45% 140
RC
1743
Roundview Capital
New Jersey
$1.08B +$90.1M +9% 330
AF
1744
Advisornet Financial
Minnesota
$1.08B -$17.1M -2% 2,533
GMP
1745
Great Mountain Partners
Connecticut
$1.08B +$154M +17% 2
TCM
1746
Tang Capital Management
California
$1.08B +$374M +53% 136
CWP
1747
Cyndeo Wealth Partners
Florida
$1.08B +$121M +13% 385
AHC
1748
Adell Harriman & Carpenter
Texas
$1.08B +$117M +12% 167
NFG
1749
Nations Financial Group
Iowa
$1.08B +$86.9M +9% 653
CM
1750
Crestline Management
Texas
$1.08B +$243M +29% 194