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
NI
1901
NYL Investors
New York
$1.11B -$479M -30% 37
TW
1902
TritonPoint Wealth
Maryland
$1.1B +$10.6M +1% 348
PIM
1903
Penobscot Investment Management
Massachusetts
$1.1B -$10.5M -0.9% 326
AC
1904
Avestar Capital
New York
$1.1B +$182M +20% 497
GWM
1905
GDS Wealth Management
Texas
$1.1B +$71.4M +7% 178
VV
1906
Verity & Verity
South Carolina
$1.1B +$75.2M +7% 137
RI
1907
RWWM Inc
California
$1.09B +$12.3M +1% 21
MFS
1908
Mirabella Financial Services
United Kingdom
$1.09B -$687M -39% 294
SMC
1909
Smith, Moore & Co
Missouri
$1.09B +$46.9M +4% 509
SFM
1910
Stack Financial Management
Montana
$1.09B -$20.3M -2% 52
HFM
1911
Hartford Funds Management
Pennsylvania
$1.09B +$12.9M +1% 104
FFW
1912
Fusion Family Wealth
New York
$1.09B +$4.7M +0.4% 46
XF
1913
XML Financial
Maryland
$1.09B +$12.8M +1% 371
UAS
1914
United Asset Strategies
New York
$1.09B +$15.9M +1% 252
RIA
1915
Recurrent Investment Advisors
Texas
$1.09B +$83.7M +8% 68
NAS
1916
Nicolet Advisory Services
Wisconsin
$1.09B +$29.3M +3% 398
BBA
1917
Baader Bank Aktiengesellschaft
Germany
$1.09B -$99.1M -8% 471
TTWM
1918
TCV Trust & Wealth Management
Virginia
$1.08B -$33.5M -3% 205
SIA
1919
Soltis Investment Advisors
Utah
$1.08B +$56.3M +6% 399
BCM
1920
BTC Capital Management
Iowa
$1.08B -$46M -4% 215
WA
1921
WBH Advisory
Maryland
$1.08B +$21.6M +2% 335
SOS
1922
Silver Oak Securities
Tennessee
$1.08B +$129M +14% 664
UIC
1923
Uniplan Investment Counsel
Wisconsin
$1.08B -$70.1M -6% 138
TF
1924
Tompkins Financial
New York
$1.08B +$31.9M +3% 610
COCM
1925
Charter Oak Capital Management
New Hampshire
$1.07B +$4.01M +0.4% 192