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
CST
1926
Charles Schwab Trust
Nevada
$759M +$165M +28% 154
TIM
1927
Triodos Investment Management
Netherlands
$759M +$59.5M +9% 48
NSGL
1928
No Street GP LP
California
$759M +$123M +19% 31
AAIM
1929
Asset Advisors Investment Management
Georgia
$759M +$57M +8% 89
MAM
1930
Mastrapasqua Asset Management
Tennessee
$759M +$67.4M +10% 155
QCMNJ
1931
Quantum Capital Management (New Jersey)
New Jersey
$758M -$5.74M -0.8% 30
M
1932
Murchinson
Ontario, Canada
$757M +$412M +119% 101
BFG
1933
Berger Financial Group
Minnesota
$757M +$76.1M +11% 267
AWMS
1934
Advocacy Wealth Management Services
Georgia
$757M +$72M +11% 147
AAG
1935
Armstrong Advisory Group
Massachusetts
$757M 808
NAS
1936
Nicolet Advisory Services
Wisconsin
$757M +$143M +23% 247
PCP
1937
P2 Capital Partners
New York
$756M -$54M -7% 20
VF
1938
Virtu Financial
New York
$756M -$336M -31% 2,634
ACM
1939
Advance Capital Management
Michigan
$755M -$62.9M -8% 112
MIA
1940
MMBG Investment Advisors
Florida
$755M +$8.24M +1% 168
MCM
1941
Maple Capital Management
Vermont
$755M -$37.4M -5% 101
KA
1942
Kintegral Advisory
New York
$755M +$34.2M +5% 331
RIM
1943
Redwood Investment Management
Arizona
$755M +$279M +59% 303
AWA
1944
Arkadios Wealth Advisors
Georgia
$754M +$96.6M +15% 590
MW
1945
Marcum Wealth
Ohio
$754M +$94.9M +14% 416
CISOA
1946
Capital Investment Services of America
Wisconsin
$754M +$17.5M +2% 73
FTDI
1947
First Trust Direct Indexing
Massachusetts
$754M +$69.3M +10% 716
WC
1948
Woodstock Corp
Massachusetts
$752M +$80.2M +12% 173
AIP
1949
ARS Investment Partners
New York
$752M +$24.5M +3% 190
NCM
1950
Narwhal Capital Management
Georgia
$752M +$61.6M +9% 166