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
AAIM
1826
American Assets Investment Management
California
$1.36B +$117M +9% 145
BFS
1827
Baskin Financial Services
Ontario, Canada
$1.36B +$38M +3% 52
SC
1828
Styrax Capital
New York
$1.36B -$45M -3% 12
APCM
1829
Alaska Permanent Capital Management
Alaska
$1.36B +$69M +5% 45
FCCPG
1830
FountainVest China Capital Partners GP3
Cayman Islands
$1.36B -$239M -15% 2
HR
1831
Hardy Reed
Mississippi
$1.36B +$110M +9% 261
PMG
1832
ProVise Management Group
Florida
$1.36B +$90.6M +7% 268
COLIM
1833
City of London Investment Management
United Kingdom
$1.35B +$277M +26% 98
MP
1834
Mangrove Partners
Connecticut
$1.35B +$422M +45% 265
TWM
1835
Tradition Wealth Management
Minnesota
$1.35B +$100M +8% 510
NCM
1836
Narwhal Capital Management
Georgia
$1.35B +$105M +8% 170
JAG
1837
Journey Advisory Group
Kentucky
$1.35B +$65.5M +5% 286
MCM
1838
Mill Capital Management
North Carolina
$1.35B +$73.5M +6% 123
WP
1839
Warburg Pincus
New York
$1.35B +$170M +14% 5
CIAS
1840
CFS Investment Advisory Services
New Jersey
$1.35B +$125M +10% 349
LWM
1841
Lyell Wealth Management
California
$1.35B +$80.2M +6% 224
WC
1842
Waterloo Capital
Texas
$1.34B +$107M +9% 501
FLII
1843
First Long Island Investors
New York
$1.34B +$70.7M +6% 72
VHAM
1844
Van Hulzen Asset Management
California
$1.34B +$146M +12% 346
SBWIC
1845
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.34B +$41M +3% 161
LGWM
1846
Litman Gregory Wealth Management
California
$1.34B +$72.6M +6% 150
KCM
1847
Kynam Capital Management
New Jersey
$1.34B +$414M +45% 36
WD
1848
WGI DM
Massachusetts
$1.34B +$372M +38% 7
SWP
1849
Strategic Wealth Partners
Ohio
$1.34B +$69M +5% 1,391
BCP
1850
Blue Chip Partners
Michigan
$1.34B +$110M +9% 171