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
USGIU
1876
U.S. Global Investors (USGI)
Texas
$1.05B -$161M -13% 165
PCM
1877
Penn Capital Management
Pennsylvania
$1.05B -$71.2M -6% 167
CG
1878
Carlyle Group
District of Columbia
$1.05B -$533M -34% 33
B
1879
BloombergSen
Ontario, Canada
$1.05B -$105M -9% 33
BFG
1880
Bouchey Financial Group
New York
$1.05B +$36.4M +4% 156
ORI
1881
Oak Ridge Investments
Illinois
$1.05B +$58.8M +6% 157
SWA
1882
Sax Wealth Advisors
New Jersey
$1.05B +$194M +23% 287
TTWM
1883
TCV Trust & Wealth Management
Virginia
$1.05B +$4.86M +0.5% 205
BWC
1884
Blue Whale Capital
United Kingdom
$1.05B +$101M +11% 20
LWM
1885
Lyell Wealth Management
California
$1.05B +$63.9M +6% 207
AIP
1886
ARS Investment Partners
New York
$1.05B +$42.1M +4% 183
CCM
1887
Condor Capital Management
New Jersey
$1.05B +$23.6M +2% 204
CTA
1888
Colonial Trust Advisors
South Carolina
$1.04B +$33.2M +3% 1,057
NAS
1889
Nicolet Advisory Services
Wisconsin
$1.04B +$59.2M +6% 370
P3I
1890
Progeny 3 Inc
Washington
$1.04B +$135M +15% 30
KA
1891
Kintegral Advisory
New York
$1.04B +$42.2M +4% 283
AE
1892
American Express
New York
$1.04B +$70.7M +7% 5
RPAM
1893
Rhenman & Partners Asset Management
Sweden
$1.04B -$13.5M -1% 98
AIA
1894
Ally Invest Advisors
North Carolina
$1.04B +$32.8M +3% 66
BG
1895
BDF Gestion
France
$1.04B 154
MC
1896
Maren Capital
Illinois
$1.04B +$372K +0% 28
TW
1897
TritonPoint Wealth
Maryland
$1.04B +$82.1M +9% 341
PIM
1898
Penobscot Investment Management
Massachusetts
$1.04B +$91.1M +10% 312
RWM
1899
RKL Wealth Management
Pennsylvania
$1.04B +$28.2M +3% 161
CPA
1900
Cardiff Park Advisors
California
$1.04B -$11.2M -1% 361