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
PIM
1901
Penobscot Investment Management
Massachusetts
$1.1B -$10.5M -0.9% 326
AC
1902
Avestar Capital
New York
$1.1B +$182M +20% 497
GWM
1903
GDS Wealth Management
Texas
$1.1B +$71.4M +7% 178
VV
1904
Verity & Verity
South Carolina
$1.1B +$75.2M +7% 137
RI
1905
RWWM Inc
California
$1.09B +$12.3M +1% 21
MFS
1906
Mirabella Financial Services
United Kingdom
$1.09B -$687M -39% 294
SMC
1907
Smith, Moore & Co
Missouri
$1.09B +$46.9M +4% 509
SFM
1908
Stack Financial Management
Montana
$1.09B -$20.3M -2% 52
HFM
1909
Hartford Funds Management
Pennsylvania
$1.09B +$12.9M +1% 104
FFW
1910
Fusion Family Wealth
New York
$1.09B +$4.7M +0.4% 46
XF
1911
XML Financial
Maryland
$1.09B +$12.8M +1% 371
UAS
1912
United Asset Strategies
New York
$1.09B +$15.9M +1% 252
RIA
1913
Recurrent Investment Advisors
Texas
$1.09B +$83.7M +8% 68
NAS
1914
Nicolet Advisory Services
Wisconsin
$1.09B +$29.3M +3% 398
BBA
1915
Baader Bank Aktiengesellschaft
Germany
$1.09B -$99.1M -8% 471
TTWM
1916
TCV Trust & Wealth Management
Virginia
$1.08B -$33.5M -3% 205
SIA
1917
Soltis Investment Advisors
Utah
$1.08B +$56.3M +6% 399
BCM
1918
BTC Capital Management
Iowa
$1.08B -$46M -4% 215
WA
1919
WBH Advisory
Maryland
$1.08B +$21.6M +2% 335
SOS
1920
Silver Oak Securities
Tennessee
$1.08B +$129M +14% 664
UIC
1921
Uniplan Investment Counsel
Wisconsin
$1.08B -$70.1M -6% 138
TF
1922
Tompkins Financial
New York
$1.08B +$31.9M +3% 610
COCM
1923
Charter Oak Capital Management
New Hampshire
$1.07B +$4.01M +0.4% 192
DCM
1924
Dupont Capital Management
Delaware
$1.07B -$125M -10% 144
CAM
1925
Cozad Asset Management
Illinois
$1.07B +$25.6M +2% 421