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
SFI
1901
SPC Financial Inc
Maryland
$1.19B +$56.7M +5% 278
SMC
1902
Smith, Moore & Co
Missouri
$1.19B +$112M +10% 530
BA
1903
Bristlecone Advisors
Washington
$1.19B -$33.2M -3% 385
WTB
1904
Washington Trust Bank
Washington
$1.19B +$189M +19% 219
B
1905
BloombergSen
Ontario, Canada
$1.18B +$26.7M +2% 32
COCM
1906
Charter Oak Capital Management
New Hampshire
$1.18B +$94.3M +9% 203
RP
1907
Regal Partners
Australia
$1.18B +$207M +21% 87
FFW
1908
Fusion Family Wealth
New York
$1.18B +$95.3M +9% 47
WCM
1909
Windward Capital Management
California
$1.18B +$19.1M +2% 71
WP
1910
Warburg Pincus
New York
$1.18B -$132M -10% 7
RW
1911
RVW Wealth
California
$1.18B +$116M +11% 173
LI
1912
LRI Investments
Florida
$1.18B +$142M +14% 1,314
SCM
1913
SG Capital Management
Illinois
$1.18B +$181M +18% 86
NAS
1914
Nicolet Advisory Services
Wisconsin
$1.18B +$167M +17% 425
NRD
1915
Nebula Research & Development
New York
$1.17B +$92.8M +9% 1,192
WAM
1916
Weatherly Asset Management
California
$1.17B +$57.9M +5% 185
WA
1917
WBH Advisory
Maryland
$1.17B +$101M +9% 354
AT
1918
Avenir Tech
Hong Kong
$1.17B +$435M +59% 40
UAS
1919
United Asset Strategies
New York
$1.17B +$94M +9% 254
JSC
1920
J. Stern & Co
United Kingdom
$1.17B +$127M +12% 38
PIM
1921
Penobscot Investment Management
Massachusetts
$1.17B +$106M +10% 316
PIM
1922
Provident Investment Management
Michigan
$1.17B +$107M +10% 79
MSA
1923
MUFG Securities Americas
New York
$1.17B +$307M +36% 509
QOP
1924
Quinn Opportunity Partners
Virginia
$1.16B -$258M -18% 436
IAS
1925
Insigneo Advisory Services
Florida
$1.16B +$195M +20% 717