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
CC
1901
Cassaday & Co
Virginia
$772M -$246M -24% 38
JC
1902
Jacobs & Co
California
$770M +$80.6M +12% 119
NCM
1903
Novare Capital Management
North Carolina
$768M +$58M +8% 154
WTB
1904
Washington Trust Bank
Washington
$767M +$90.6M +13% 194
AIM
1905
Aigen Investment Management
New York
$766M -$17.1M -2% 1,206
PCM
1906
Prana Capital Management
Connecticut
$766M +$190M +33% 85
TCP
1907
ThornTree Capital Partners
Massachusetts
$766M +$60.6M +9% 31
OM
1908
Opaleye Management
Massachusetts
$766M +$254M +50% 68
CGA
1909
Crescent Grove Advisors
Illinois
$765M +$264M +53% 190
DAM
1910
Dorsey Asset Management
Illinois
$764M +$91.3M +14% 11
RA
1911
RFG Advisory
Alabama
$764M +$51.3M +7% 465
DWM
1912
Dakota Wealth Management
Florida
$764M +$143M +23% 338
MCWS
1913
McKinley Carter Wealth Services
West Virginia
$763M +$318M +71% 265
PS
1914
Portfolio Solutions
Michigan
$763M +$43.3M +6% 55
SLF
1915
Sun Life Financial
Ontario, Canada
$762M +$135M +22% 517
TNB
1916
Thomasville National Bank
Georgia
$762M +$96.9M +15% 206
TCA
1917
Transcend Capital Advisors
New Jersey
$761M +$212M +38% 405
MAM
1918
Mastrapasqua Asset Management
Tennessee
$760M +$45.3M +6% 148
AHC
1919
Adell Harriman & Carpenter
Texas
$759M +$89.3M +13% 155
HHAA
1920
Henry H. Armstrong Associates
Pennsylvania
$759M +$37.8M +5% 60
FNFDCM
1921
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$759M +$91M +14% 149
PWP
1922
Principle Wealth Partners
Connecticut
$759M +$400M +111% 275
LG
1923
Leuthold Group
Minnesota
$759M +$29.1M +4% 198
BSB
1924
Bangor Savings Bank
Maine
$759M +$105M +16% 181
FG
1925
Fiduciary Group
Georgia
$758M +$95.9M +14% 223