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
CG
1876
Carlyle Group
District of Columbia
$1.05B -$533M -34% 33
B
1877
BloombergSen
Ontario, Canada
$1.05B -$105M -9% 33
BFG
1878
Bouchey Financial Group
New York
$1.05B +$36.4M +4% 156
ORI
1879
Oak Ridge Investments
Illinois
$1.05B +$58.8M +6% 157
SWA
1880
Sax Wealth Advisors
New Jersey
$1.05B +$194M +23% 287
TTWM
1881
TCV Trust & Wealth Management
Virginia
$1.05B +$4.86M +0.5% 205
BWC
1882
Blue Whale Capital
United Kingdom
$1.05B +$101M +11% 20
LWM
1883
Lyell Wealth Management
California
$1.05B +$63.9M +6% 207
AIP
1884
ARS Investment Partners
New York
$1.05B +$42.1M +4% 183
CCM
1885
Condor Capital Management
New Jersey
$1.05B +$23.6M +2% 204
CTA
1886
Colonial Trust Advisors
South Carolina
$1.04B +$33.2M +3% 1,057
NAS
1887
Nicolet Advisory Services
Wisconsin
$1.04B +$59.2M +6% 370
P3I
1888
Progeny 3 Inc
Washington
$1.04B +$135M +15% 30
KA
1889
Kintegral Advisory
New York
$1.04B +$42.2M +4% 283
AE
1890
American Express
New York
$1.04B +$70.7M +7% 5
RPAM
1891
Rhenman & Partners Asset Management
Sweden
$1.04B -$13.5M -1% 98
AIA
1892
Ally Invest Advisors
North Carolina
$1.04B +$32.8M +3% 66
BG
1893
BDF Gestion
France
$1.04B 154
MC
1894
Maren Capital
Illinois
$1.04B +$372K +0% 28
TW
1895
TritonPoint Wealth
Maryland
$1.04B +$82.1M +9% 341
PIM
1896
Penobscot Investment Management
Massachusetts
$1.04B +$91.1M +10% 312
RWM
1897
RKL Wealth Management
Pennsylvania
$1.04B +$28.2M +3% 161
CPA
1898
Cardiff Park Advisors
California
$1.04B -$11.2M -1% 361
GC
1899
Gillson Capital
Illinois
$1.04B -$16.4M -2% 74
CISOA
1900
Capital Investment Services of America
Wisconsin
$1.04B -$2.05M -0.2% 77