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
JCM
1876
Jacobi Capital Management
Pennsylvania
$975M +$90.4M +10% 474
WP
1877
WealthPLAN Partners
Nebraska
$973M +$112M +13% 348
APC
1878
Alta Park Capital
California
$973M +$254M +35% 45
LNB
1879
Ledyard National Bank
$972M +$93.3M +11% 211
GCL
1880
Glazer Capital LLC
New York
$970M -$563M -37% 214
AAIM
1881
American Assets Investment Management
California
$969M +$73.2M +8% 177
EFS
1882
Essex Financial Services
Connecticut
$967M +$104M +12% 526
GCM
1883
Ghisallo Capital Management
Massachusetts
$967M -$11.3M -1% 180
SVCF
1884
Silicon Valley Community Foundation
California
$967M +$142M +17% 19
FTS
1885
Fifth Third Securities
Ohio
$966M +$71.4M +8% 228
BFIM
1886
Beese Fulmer Investment Management
Ohio
$966M +$78.5M +9% 227
BFG
1887
Berger Financial Group
Minnesota
$965M +$94.8M +11% 311
KGI
1888
Kopernik Global Investors
Florida
$965M +$104M +12% 37
LWL
1889
Leo Wealth LLC
Texas
$965M 327
PCOC
1890
Power Corp of Canada
Canada
$964M -$618M -39% 200
AF
1891
Arrow Financial
New York
$964M +$111M +13% 367
GAM
1892
Goldentree Asset Management
New York
$963M +$15.3M +2% 31
IWA
1893
Icon Wealth Advisors
Texas
$961M 431
HEC
1894
Hudson Executive Capital
New York
$960M +$114M +13% 4
GCAC
1895
Guardian Capital Advisors (Canada)
Ontario, Canada
$959M +$65.4M +7% 179
BCP
1896
Blue Chip Partners
Michigan
$959M +$120M +14% 191
NIM
1897
Nexus Investment Management
Ontario, Canada
$959M +$72.4M +8% 74
SL
1898
Salomon & Ludwin
Virginia
$958M +$31.4K +0% 766
PMFA
1899
Plante Moran Financial Advisors
Michigan
$957M +$124M +15% 947
EIA
1900
Edgemoor Investment Advisors
Maryland
$956M +$110M +13% 166