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
VC
1876
Vicus Capital
Pennsylvania
$1.13B -$3.72M -0.3% 257
PP
1877
PDS Planning
Ohio
$1.13B +$9.85M +0.9% 469
PRA
1878
Pine Ridge Advisers
New York
$1.12B +$120M +12% 35
CCFCSB
1879
Cape Cod Five Cents Savings Bank
Massachusetts
$1.12B +$32.3M +3% 189
RWM
1880
RKL Wealth Management
Pennsylvania
$1.12B +$18.5M +2% 182
DAM
1881
Delta Asset Management
Tennessee
$1.12B -$42.9M -4% 628
GGS
1882
Galvin Gaustad & Stein
Arizona
$1.12B -$5.37M -0.5% 199
LWL
1883
Leo Wealth LLC
Texas
$1.12B +$21.6M +2% 391
LWM
1884
Lyell Wealth Management
California
$1.12B +$15.8M +1% 211
CIAS
1885
CFS Investment Advisory Services
New Jersey
$1.12B -$74.8M -6% 312
QF
1886
QVT Financial
New York
$1.11B -$47.4M -4% 39
KCM
1887
Kathmere Capital Management
Pennsylvania
$1.11B +$48.3M +5% 432
VCP
1888
Verus Capital Partners
Arizona
$1.11B +$27.3M +3% 424
YDMI
1889
Y.D. More Investments
Israel
$1.11B +$157M +16% 482
CWM
1890
Campbell Wealth Management
Virginia
$1.11B -$11.4M -1% 102
BCM
1891
Bares Capital Management
Texas
$1.11B +$12.3M +1% 22
SC
1892
Syon Capital
California
$1.11B -$19.5M -2% 604
AIP
1893
ARS Investment Partners
New York
$1.11B -$5.82M -0.5% 191
GC
1894
Gillson Capital
Illinois
$1.11B +$9.58M +0.9% 91
PD
1895
Point72 (DIFC)
United Arab Emirates
$1.11B -$182M -14% 1,565
FFS
1896
Founders Financial Securities
Maryland
$1.11B +$25M +2% 468
LC
1897
Lindbrook Capital
California
$1.11B -$20.5M -2% 2,969
SDJVC
1898
St. Denis J. Villere & Co
Louisiana
$1.11B -$118M -10% 90
NI
1899
NYL Investors
New York
$1.11B -$479M -30% 37
TW
1900
TritonPoint Wealth
Maryland
$1.1B +$10.6M +1% 348