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
AFCM
1926
Applied Finance Capital Management
Puerto Rico
$804M +$37M +5% 73
TWM
1927
Tradition Wealth Management
Minnesota
$804M +$95.5M +13% 1,328
EWA
1928
EverSource Wealth Advisors
Alabama
$803M +$143M +22% 2,619
VFA
1929
Voya Financial Advisors
Connecticut
$803M +$33.9M +4% 252
SFO
1930
Stokes Family Office
Louisiana
$803M +$25.7M +3% 317
DG
1931
DigitalBridge Group
Florida
$802M +$128M +19% 64
TCM
1932
Tran Capital Management
California
$802M +$11.4M +1% 45
NGA
1933
Naples Global Advisors
Florida
$802M +$15.2M +2% 401
KOC
1934
Koss-Olinger Consulting
Florida
$802M +$107M +15% 276
CA
1935
CapWealth Advisors
Tennessee
$802M -$49.2M -6% 112
CS
1936
Central Securities
New York
$802M +$27.7M +4% 26
MW
1937
Marcum Wealth
Ohio
$801M +$47.3M +6% 432
WA
1938
WBH Advisory
Maryland
$801M 296
LNWTC
1939
Laird Norton Wetherby Trust Company
Washington
$801M +$96.7M +14% 126
BCLSI
1940
Bain Capital Life Sciences Investors
Massachusetts
$800M -$94.7M -11% 36
NCM
1941
Narwhal Capital Management
Georgia
$799M +$47.6M +6% 165
TLFA
1942
True Link Financial Advisors
California
$799M +$61M +8% 120
CWM
1943
Campbell Wealth Management
Virginia
$798M +$79.7M +11% 80
CCM
1944
Condor Capital Management
New Jersey
$797M -$3.7M -0.5% 261
FBFS
1945
First Business Financial Services
Wisconsin
$797M +$52.6M +7% 171
DGAM
1946
Desjardins Global Asset Management
Quebec, Canada
$794M +$160M +25% 637
LF
1947
Longbow Finance
Switzerland
$794M +$51.7M +7% 70
B
1948
Bridgeworth
Alabama
$793M +$165M +26% 173
ICP
1949
Ironvine Capital Partners
Nebraska
$793M +$20.2M +3% 50
CU
1950
CQS (US)
New York
$792M +$31.3M +4% 81