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
SM
1876
SB Management
United Arab Emirates
$1B +$37.7M +4% 33
EWM
1877
Executive Wealth Management
Michigan
$1B +$98.7M +11% 208
TTWM
1878
TCV Trust & Wealth Management
Virginia
$1B +$101M +11% 223
FCM
1879
Fernbridge Capital Management
California
$1B +$182M +22% 24
MC
1880
MIG Capital
California
$1B -$37.9M -4% 28
ACM
1881
Ashford Capital Management
Delaware
$1B -$97.7M -9% 118
RC
1882
Roundview Capital
New Jersey
$1B +$95.5M +11% 309
GIM
1883
Grassi Investment Management
California
$1B +$112M +13% 155
SAM
1884
Southernsun Asset Management
Tennessee
$1B +$53.4M +6% 35
SAM
1885
SP Asset Management
California
$1,000M +$42.9M +4% 133
BWP
1886
Baldwin Wealth Partners
Massachusetts
$1,000M +$98.6M +11% 664
GF
1887
Greenhouse Funds
Maryland
$1,000M +$79.5M +9% 47
TCM
1888
Twin Capital Management
Pennsylvania
$999M +$23.3M +2% 309
MTC
1889
McDaniel Terry & Co
Texas
$998M +$141M +16% 98
MM
1890
Main Management
California
$998M +$68.6M +7% 155
SFG
1891
StrategIQ Financial Group
Indiana
$998M +$495M +98% 300
IWP
1892
Icon Wealth Partners
Texas
$997M +$61.4M +7% 352
PCM
1893
Penn Capital Management
Pennsylvania
$997M +$5.97M +0.6% 202
AIC
1894
AWM Investment Company
New York
$997M -$22.1M -2% 128
BHB
1895
Bank Hapoalim BM
Israel
$996M +$39.5M +4% 259
SCA
1896
Summit Creek Advisors
Minnesota
$996M +$50.3M +5% 78
MAM
1897
Meeder Asset Management
Ohio
$995M -$912M -48% 2,762
AAM
1898
Autus Asset Management
Arizona
$994M +$79.5M +9% 180
KF
1899
Krilogy Financial
Missouri
$992M -$9.88M -1% 287
AAIM
1900
Asset Advisors Investment Management
Georgia
$992M +$95.7M +11% 98