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
B
1851
Bridgeworth
Alabama
$905M +$112M +14% 176
DLIC
1852
Daido Life Insurance Company
Japan
$904M -$98.3M -10% 11
CC
1853
Callan Capital
California
$904M +$40.3M +5% 194
BP
1854
BBR Partners
New York
$904M +$35.9M +4% 175
LPU
1855
Lansdowne Partners (UK)
United Kingdom
$902M +$254M +39% 24
TSAM
1856
Trinity Street Asset Management
United Kingdom
$902M +$9.01M +1% 22
UA
1857
Unison Advisors
District of Columbia
$901M +$595K +0.1% 206
TCG
1858
Tremblant Capital Group
Florida
$900M +$11.5M +1% 39
MBA
1859
Maple-Brown Abbott
Australia
$900M +$21M +2% 15
FVWA
1860
Foster Victor Wealth Advisors
South Carolina
$900M +$75.1M +9% 173
CTA
1861
Colonial Trust Advisors
South Carolina
$900M +$48.6M +6% 943
SCM
1862
Soleus Capital Management
Connecticut
$900M +$92.4M +11% 115
AAIM
1863
American Assets Investment Management
California
$899M +$31.9M +4% 176
FTDI
1864
First Trust Direct Indexing
Massachusetts
$898M +$55.8M +7% 751
SAM
1865
SP Asset Management
California
$896M +$80.9M +10% 118
GC
1866
Globeflex Capital
California
$896M +$77M +9% 526
JCM
1867
Jacobi Capital Management
Pennsylvania
$894M +$51.3M +6% 451
SFM
1868
Stack Financial Management
Montana
$894M +$71.6M +9% 40
HR
1869
Howe & Rusling
New York
$894M +$54.4M +6% 350
LOAMU
1870
Lombard Odier Asset Management (USA)
New York
$893M +$288M +48% 347
BOPW
1871
Brandywine Oak Private Wealth
Pennsylvania
$892M +$36.3M +4% 253
FIM
1872
Freedom Investment Management
Connecticut
$891M +$6.41M +0.7% 799
ELFC
1873
E-L Financial Corp
Ontario, Canada
$891M +$50M +6% 1
CC
1874
Commodore Capital
New York
$890M +$233M +35% 34
PTC
1875
Petrus Trust Company
Texas
$890M +$64.8M +8% 776