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
SW
1926
SoFi Wealth
California
$933M +$113M +14% 11
HCM
1927
Hilton Capital Management
New York
$933M +$182M +24% 172
2
1928
2Xideas
Switzerland
$933M +$29.3M +3% 60
FTF
1929
Freedom Together Foundation
New York
$933M 26
CCM
1930
Condor Capital Management
New Jersey
$933M +$117M +14% 216
DGAM
1931
Desjardins Global Asset Management
Quebec, Canada
$930M +$11.4M +1% 706
NAS
1932
Nicolet Advisory Services
Wisconsin
$930M +$27.1M +3% 339
BW
1933
Browning West
California
$928M +$231M +33% 2
WDA
1934
Wendell David Associates
New Hampshire
$928M +$78.4M +9% 166
WAM
1935
Weatherly Asset Management
California
$928M +$90.8M +11% 179
TAM
1936
Taurus Asset Management
New York
$926M +$102M +12% 91
AMI
1937
Amica Mutual Insurance
Rhode Island
$926M +$75.7M +9% 130
RWM
1938
RKL Wealth Management
Pennsylvania
$925M +$107M +13% 155
DIP
1939
DT Investment Partners
Pennsylvania
$925M +$99.8M +12% 489
BC
1940
BIT Capital
Germany
$924M +$177M +24% 142
TLFA
1941
True Link Financial Advisors
California
$924M +$90.3M +11% 114
YCM
1942
Yaupon Capital Management
New York
$922M +$38.3M +4% 129
PCA
1943
Prosperity Capital Advisors
Ohio
$922M +$166M +22% 283
CS
1944
Central Securities
New York
$921M +$102M +12% 28
SC
1945
Strategy Capital
California
$920M +$203M +28% 10
CM
1946
Caption Management
Oklahoma
$919M +$145M +19% 986
BSB
1947
Bangor Savings Bank
Maine
$917M +$77.4M +9% 545
FNFDCM
1948
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$917M +$58.4M +7% 167
MFM
1949
MHR Fund Management
New York
$915M +$99.5M +12% 10
NCM
1950
Narwhal Capital Management
Georgia
$915M +$95.8M +12% 174