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
SFG
1901
StrategIQ Financial Group
Indiana
$876M +$10M +1% 309
LB
1902
Leo Brokerage
Texas
$876M +$206M +31% 319
5NCM
1903
59 North Capital Management
Texas
$876M +$193M +28% 13
AIA
1904
Ally Invest Advisors
North Carolina
$876M +$28.9M +3% 52
AWMS
1905
Advocacy Wealth Management Services
Georgia
$875M +$51.8M +6% 39
SHIM
1906
Spruce House Investment Management
New York
$875M +$364M +71% 6
HH
1907
HSG Holding
Hong Kong
$874M -$77.5M -8% 21
NPCM
1908
North Peak Capital Management
New York
$872M +$92M +12% 7
BWA
1909
BDO Wealth Advisors
Florida
$872M +$56.5M +7% 1,086
DGAM
1910
Desjardins Global Asset Management
Quebec, Canada
$867M +$73M +9% 658
HHAM
1911
HITE Hedge Asset Management
Massachusetts
$866M -$471M -35% 115
SFO
1912
Stokes Family Office
Louisiana
$865M +$62.8M +8% 340
JCM
1913
Jag Capital Management
Missouri
$865M +$91.7M +12% 193
CC
1914
Cornerstone Capital
California
$865M +$36M +4% 94
XF
1915
XML Financial
Maryland
$864M +$43.2M +5% 355
LM
1916
Lincluden Management
Ontario, Canada
$864M -$12.3M -1% 76
LCS
1917
Levin Capital Strategies
New York
$864M +$72.2M +9% 296
CCA
1918
Conservest Capital Advisors
Pennsylvania
$864M +$24.9M +3% 106
PAM
1919
Palisade Asset Management
Minnesota
$862M +$46.1M +6% 184
VCA
1920
Verdence Capital Advisors
Maryland
$861M +$34.1M +4% 564
KOC
1921
Koss-Olinger Consulting
Florida
$861M +$59M +7% 289
GHP
1922
Great Hill Partners
Massachusetts
$861M -$53.8M -6% 2
TAM
1923
Taurus Asset Management
New York
$860M +$42.4M +5% 93
MFS
1924
Mirabella Financial Services
United Kingdom
$860M +$256M +42% 704
SIA
1925
Soltis Investment Advisors
Utah
$860M +$74.2M +9% 283