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
WP
1826
Warburg Pincus
New York
$1.35B +$170M +14% 5
CIAS
1827
CFS Investment Advisory Services
New Jersey
$1.35B +$125M +10% 349
LWM
1828
Lyell Wealth Management
California
$1.35B +$80.2M +6% 224
WC
1829
Waterloo Capital
Texas
$1.34B +$107M +9% 501
FLII
1830
First Long Island Investors
New York
$1.34B +$70.7M +6% 72
VHAM
1831
Van Hulzen Asset Management
California
$1.34B +$146M +12% 346
SBWIC
1832
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.34B +$41M +3% 161
LGWM
1833
Litman Gregory Wealth Management
California
$1.34B +$72.6M +6% 150
KCM
1834
Kynam Capital Management
New Jersey
$1.34B +$414M +45% 36
WD
1835
WGI DM
Massachusetts
$1.34B +$372M +38% 1
SWP
1836
Strategic Wealth Partners
Ohio
$1.34B +$69M +5% 1,391
BCP
1837
Blue Chip Partners
Michigan
$1.34B +$110M +9% 171
ET
1838
Entropy Technologies
New York
$1.34B +$78.2M +6% 1,142
SOS
1839
Silver Oak Securities
Tennessee
$1.34B +$133M +11% 832
FFW
1840
Fusion Family Wealth
New York
$1.33B +$152M +13% 49
FACM
1841
Forest Avenue Capital Management
Florida
$1.33B +$50.8M +4% 26
PWMAG
1842
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33B +$128M +11% 413
YL
1843
YCG LLC
Texas
$1.33B +$37.8M +3% 38
1CP
1844
1607 Capital Partners
Virginia
$1.33B +$93.4M +8% 129
CCIA
1845
Campbell & Co Investment Adviser
Maryland
$1.32B -$263M -17% 1,434
JSC
1846
J. Stern & Co
United Kingdom
$1.32B +$151M +13% 44
LCM
1847
Lakewood Capital Management
New York
$1.32B +$7.36M +0.6% 59
BGDI
1848
BW Gestao de Investimentos
Brazil
$1.32B +$266M +25% 135
AI
1849
Atom Investors
Texas
$1.32B +$191M +17% 871
CBA
1850
Coastal Bridge Advisors
Connecticut
$1.32B +$115M +10% 488