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
JCM
1851
Jacobi Capital Management
Pennsylvania
$843M +$43M +5% 435
FTDI
1852
First Trust Direct Indexing
Massachusetts
$842M +$88.6M +12% 731
WJA
1853
Willis Johnson & Associates
Texas
$842M +$76.9M +10% 126
ELFC
1854
E-L Financial Corp
Ontario, Canada
$841M +$54.9M +7% 1
AWA
1855
Arkadios Wealth Advisors
Georgia
$840M +$85.4M +11% 632
DIGDR
1856
Dynamo Internacional Gestao de Recursos
Brazil
$840M +$97.8M +13% 18
HR
1857
Howe & Rusling
New York
$839M +$42.1M +5% 348
PFC
1858
Poplar Forest Capital
California
$839M +$9.48M +1% 65
BRIM
1859
Broad Run Investment Management
Virginia
$839M +$8.79M +1% 28
HEC
1860
Hudson Executive Capital
New York
$839M -$101M -11% 7
SL
1861
Salomon & Ludwin
Virginia
$839M +$49.7M +6% 167
CCA
1862
Conservest Capital Advisors
Pennsylvania
$839M +$50.8M +6% 103
PCMF
1863
Private Capital Management (Florida)
Florida
$839M +$106M +14% 130
XL
1864
XN LP
New York
$838M +$309M +58% 18
GCM
1865
Greenland Capital Management
New York
$838M +$291M +53% 419
BI
1866
Bramshill Investments
Florida
$836M -$16M -2% 159
1IA
1867
1834 Investment Advisors
Wisconsin
$835M +$135M +19% 246
GFS
1868
GYL Financial Synergies
Connecticut
$835M +$373M +81% 291
CM
1869
Conifer Management
New York
$833M +$11.2M +1% 11
AIP
1870
ARS Investment Partners
New York
$833M +$81.1M +11% 168
AC
1871
AltraVue Capital
Washington
$832M +$118M +17% 30
WSCM
1872
Wellington Shields Capital Management
New York
$831M +$7.15M +0.9% 334
BFG
1873
Berger Financial Group
Minnesota
$831M +$73.8M +10% 285
CC
1874
Cornerstone Capital
California
$829M +$47.9M +6% 92
CST
1875
Charles Schwab Trust
Nevada
$828M +$68.6M +9% 154