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
KA
1876
Klingman & Associates
New York
$490M -$121M -20% 146
NB
1877
NBT Bank
New York
$489M -$146M -23% 226
BWM
1878
BerganKDV Wealth Management
Minnesota
$488M -$73.3M -13% 1,033
CSC
1879
Cove Street Capital
California
$488M -$268M -35% 111
KFA
1880
Kays Financial Advisory
Georgia
$486M -$78.6M -14% 93
MP
1881
Munro Partners
Australia
$486M -$143M -23% 29
MLM
1882
Mount Lucas Management
Pennsylvania
$486M -$15.7M -3% 91
CBB
1883
Citizens Business Bank
California
$485M -$121M -20% 259
BOPW
1884
Brandywine Oak Private Wealth
Pennsylvania
$484M -$65.2M -12% 271
AIM
1885
AIA Investment Management
Singapore
$484M +$405M +513% 410
KC
1886
Kepos Capital
New York
$481M -$580M -55% 387
AGM
1887
Alpine Global Management
New York
$481M +$12.4M +3% 562
CC
1888
Cornerstone Capital
California
$481M -$228M -32% 85
BC
1889
Blackhill Capital
New Jersey
$480M -$205M -30% 63
SWM
1890
Southern Wealth Management
Texas
$480M -$53.1M -10% 60
AIMH
1891
AIA Investment Management (HK)
Hong Kong
$479M -$54.6M -10% 10
JWM
1892
Jackson Wealth Management
Florida
$478M -$124M -21% 178
EA
1893
Efficient Advisors
Ohio
$478M -$96.4M -17% 50
CF
1894
Cypress Funds
California
$478M -$61.1M -11% 16
RWM
1895
RKL Wealth Management
Pennsylvania
$478M -$79.6M -14% 123
CTA
1896
Colonial Trust Advisors
South Carolina
$478M -$125M -21% 167
SSWM
1897
Sheets Smith Wealth Management
North Carolina
$477M -$45.9M -9% 346
MWM
1898
Modera Wealth Management
New Jersey
$477M -$163M -25% 165
HHMI
1899
Howard Hughes Medical Institute
Maryland
$477M +$198M +71% 26
CA
1900
Callahan Advisors
Texas
$476M -$147M -24% 140