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
AAG
1851
Armstrong Advisory Group
Massachusetts
$847M +$89.6M +12% 830
BSB
1852
Bangor Savings Bank
Maine
$846M +$8.02M +1% 557
NC
1853
NewSquare Capital
Pennsylvania
$846M +$44.5M +6% 994
MC
1854
Meteora Capital
Florida
$846M +$387M +84% 529
WDA
1855
Wendell David Associates
New Hampshire
$843M +$29.7M +4% 149
BCP
1856
Blue Chip Partners
Michigan
$843M +$39.4M +5% 179
JCM
1857
Jacobi Capital Management
Pennsylvania
$843M +$43M +5% 435
FTDI
1858
First Trust Direct Indexing
Massachusetts
$842M +$88.6M +12% 731
WJA
1859
Willis Johnson & Associates
Texas
$842M +$76.9M +10% 126
ELFC
1860
E-L Financial Corp
Ontario, Canada
$841M +$54.9M +7% 1
AWA
1861
Arkadios Wealth Advisors
Georgia
$840M +$85.4M +11% 632
DIGDR
1862
Dynamo Internacional Gestao de Recursos
Brazil
$840M +$97.8M +13% 18
HR
1863
Howe & Rusling
New York
$839M +$42.1M +5% 348
PFC
1864
Poplar Forest Capital
California
$839M +$9.48M +1% 65
BRIM
1865
Broad Run Investment Management
Virginia
$839M +$8.79M +1% 28
HEC
1866
Hudson Executive Capital
New York
$839M -$101M -11% 7
SL
1867
Salomon & Ludwin
Virginia
$839M +$49.7M +6% 167
CCA
1868
Conservest Capital Advisors
Pennsylvania
$839M +$50.8M +6% 103
PCMF
1869
Private Capital Management (Florida)
Florida
$839M +$106M +14% 130
XL
1870
XN LP
New York
$838M +$309M +58% 18
GCM
1871
Greenland Capital Management
New York
$838M +$291M +53% 419
BI
1872
Bramshill Investments
Florida
$836M -$16M -2% 159
1IA
1873
1834 Investment Advisors
Wisconsin
$835M +$135M +19% 246
GFS
1874
GYL Financial Synergies
Connecticut
$835M +$373M +81% 291
CM
1875
Conifer Management
New York
$833M +$11.2M +1% 11