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
PP
1876
PDS Planning
Ohio
$1.13B +$9.85M +0.9% 469
PRA
1877
Pine Ridge Advisers
New York
$1.12B +$120M +12% 35
CCFCSB
1878
Cape Cod Five Cents Savings Bank
Massachusetts
$1.12B +$32.3M +3% 189
RWM
1879
RKL Wealth Management
Pennsylvania
$1.12B +$18.5M +2% 182
DAM
1880
Delta Asset Management
Tennessee
$1.12B -$42.9M -4% 628
GGS
1881
Galvin Gaustad & Stein
Arizona
$1.12B -$5.37M -0.5% 199
LWL
1882
Leo Wealth LLC
Texas
$1.12B +$21.6M +2% 391
LWM
1883
Lyell Wealth Management
California
$1.12B +$15.8M +1% 211
CIAS
1884
CFS Investment Advisory Services
New Jersey
$1.12B -$74.8M -6% 312
QF
1885
QVT Financial
New York
$1.11B -$47.4M -4% 39
KCM
1886
Kathmere Capital Management
Pennsylvania
$1.11B +$48.3M +5% 432
VCP
1887
Verus Capital Partners
Arizona
$1.11B +$27.3M +3% 424
YDMI
1888
Y.D. More Investments
Israel
$1.11B +$157M +16% 482
CWM
1889
Campbell Wealth Management
Virginia
$1.11B -$11.4M -1% 102
BCM
1890
Bares Capital Management
Texas
$1.11B +$12.3M +1% 22
SC
1891
Syon Capital
California
$1.11B -$19.5M -2% 604
AIP
1892
ARS Investment Partners
New York
$1.11B -$5.82M -0.5% 191
GC
1893
Gillson Capital
Illinois
$1.11B +$9.58M +0.9% 91
PD
1894
Point72 (DIFC)
United Arab Emirates
$1.11B -$182M -14% 1,565
FFS
1895
Founders Financial Securities
Maryland
$1.11B +$25M +2% 468
LC
1896
Lindbrook Capital
California
$1.11B -$20.5M -2% 2,969
SDJVC
1897
St. Denis J. Villere & Co
Louisiana
$1.11B -$118M -10% 90
NI
1898
NYL Investors
New York
$1.11B -$479M -30% 37
TW
1899
TritonPoint Wealth
Maryland
$1.1B +$10.6M +1% 348
PIM
1900
Penobscot Investment Management
Massachusetts
$1.1B -$10.5M -0.9% 326