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
VEPM
1876
Vista Equity Partners Management
California
$585M -$259M -31% 34
MTC
1877
McDaniel Terry & Co
Texas
$584M +$67.7M +13% 64
TI
1878
Trigran Investments
Illinois
$584M +$45.1M +8% 24
MGM
1879
Miura Global Management
New York
$584M +$192M +49% 24
EC
1880
Estate Counselors
Wisconsin
$584M +$88.7M +18% 73
BO
1881
BRR OpCo
Ohio
$583M +$101M +21% 174
II
1882
INCA Investments
Florida
$583M -$9.87M -2% 13
BC
1883
Blackhill Capital
New Jersey
$583M +$61.1M +12% 69
SWM
1884
SeaCrest Wealth Management
New York
$583M +$97.9M +20% 2,337
SF
1885
Summit Financial
New Jersey
$583M +$67.8M +13% 53
CFA
1886
Capstone Financial Advisors
Illinois
$582M +$85.6M +17% 103
HIC
1887
Harvey Investment Company
Kentucky
$582M +$63.6M +12% 85
BAM
1888
Bell Asset Management
Australia
$582M +$106M +22% 64
CBB
1889
Citizens Business Bank
California
$580M +$60.3M +12% 268
PC
1890
Periscope Capital
Ontario, Canada
$580M +$46.9M +9% 214
GC
1891
Garde Capital
Washington
$579M +$14.6M +3% 170
ACA
1892
Aptus Capital Advisors
Alabama
$579M +$204M +54% 317
MA
1893
MCF Advisors
Kentucky
$578M +$55M +11% 506
HR
1894
Howe & Rusling
New York
$577M +$105M +22% 954
BRWM
1895
B. Riley Wealth Management
Tennessee
$577M +$99.6M +21% 445
YL
1896
YCG LLC
Texas
$576M +$83.4M +17% 38
FIA
1897
Foundations Investment Advisors
Arizona
$576M +$103M +22% 126
3C
1898
361 Capital
Colorado
$576M +$86.8M +18% 438
FANJ
1899
Financial Architects (New Jersey)
New Jersey
$574M +$63.3M +12% 1,439
SC
1900
Sageview Capital
Connecticut
$573M +$90.4M +19% 1