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
WDA
1876
Wendell David Associates
New Hampshire
$743M -$43.2M -5% 151
JSW
1877
Journey Strategic Wealth
New Jersey
$741M -$5.97M -0.8% 199
EPM
1878
Elm Partners Management
Pennsylvania
$741M -$26M -3% 35
TCM
1879
Twin Capital Management
Pennsylvania
$740M -$43.3M -6% 315
CM
1880
Crestline Management
Texas
$740M -$23.3M -3% 310
NL
1881
NEPC LLC
Massachusetts
$739M +$40.4M +6% 32
CTA
1882
Colonial Trust Advisors
South Carolina
$738M +$27.1M +4% 257
AIA
1883
Ally Invest Advisors
North Carolina
$738M -$30.3M -4% 26
HHAA
1884
Henry H. Armstrong Associates
Pennsylvania
$738M -$54.9M -7% 63
HH
1885
Hilltop Holdings
Texas
$738M -$14.2M -2% 565
MCM
1886
McKinley Capital Management
Alaska
$737M -$28.5M -4% 179
BOPW
1887
Brandywine Oak Private Wealth
Pennsylvania
$737M -$44.8M -6% 327
ACM
1888
Atalaya Capital Management
New York
$737M -$110M -13% 478
CISOA
1889
Capital Investment Services of America
Wisconsin
$736M -$33.8M -4% 72
SCM
1890
Soleus Capital Management
Connecticut
$736M +$112M +18% 92
WP
1891
WMS Partners
Maryland
$736M +$93.3M +15% 289
MSU
1892
Mizuho Securities USA
New York
$735M +$84.3M +13% 308
AWCI
1893
Alpine Woods Capital Investors
New York
$735M -$64.3M -8% 205
FNFDCM
1894
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$735M -$27.8M -4% 152
TAM
1895
Trust Asset Management
Texas
$733M +$17.9M +3% 197
BTWM
1896
Baker Tilly Wealth Management
Wisconsin
$733M -$29M -4% 537
LCS
1897
Levin Capital Strategies
New York
$732M -$96.2M -12% 288
HMH
1898
Hackensack Meridian Health
New Jersey
$732M -$167M -19% 13
LFS
1899
Lutz Financial Services
Nebraska
$732M -$22.1M -3% 75
JFGLC
1900
Johnson Financial Group LLC (Colorado)
Colorado
$731M +$239M +48% 55