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
BWA
1926
BDO Wealth Advisors
Florida
$903M +$54.7M +6% 1,247
EWM
1927
Endurance Wealth Management
Rhode Island
$902M +$52M +6% 670
GC
1928
Gratus Capital
Georgia
$901M +$69M +8% 191
SWA
1929
SFMG Wealth Advisors
Texas
$900M +$37.6M +4% 275
DBT
1930
Dubuque Bank & Trust
Iowa
$900M +$21.7M +2% 292
HI
1931
Handelsinvest Investeringsforvaltning
Denmark
$899M +$78.8M +10% 131
CCP
1932
Cardan Capital Partners
Colorado
$899M +$66M +8% 288
IA
1933
IFG Advisory
Georgia
$897M +$93.8M +12% 524
NA
1934
Nottingham Advisors
New York
$896M +$6.15M +0.7% 159
RC
1935
Roundview Capital
New Jersey
$896M +$102M +13% 283
KPF
1936
K2 Principal Fund
Ontario, Canada
$896M +$262M +41% 469
NCM
1937
Novare Capital Management
North Carolina
$895M +$64M +8% 168
OAM
1938
Origin Asset Management
United Kingdom
$895M -$82.9M -8% 145
MFIMFI
1939
Mesirow Financial Investment Management - Fixed Income
Illinois
$894M +$32.2M +4% 154
WDA
1940
Wendell David Associates
New Hampshire
$893M +$62.4M +8% 155
SSP
1941
Sixth Street Partners
Texas
$893M -$44.8M -5% 9
MIM
1942
Morningstar Investment Management
Illinois
$893M -$104M -10% 45
HCM
1943
Hodges Capital Management
Texas
$892M +$169M +23% 252
YCMGA
1944
York Capital Management Global Advisors
New York
$892M +$199M +29% 75
DCC
1945
Dow Chemical Company
Michigan
$891M +$475M +114% 11
FCB
1946
First Command Bank
Texas
$891M +$428M +92% 465
FCFS
1947
First Command Financial Services
Texas
$891M +$428M +92% 465
BSB
1948
Bangor Savings Bank
Maine
$891M +$61.7M +7% 196
CW
1949
Connectus Wealth
Ohio
$891M +$56.1M +7% 35
KPW
1950
Kore Private Wealth
New York
$890M +$149M +20% 441