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
RW
1926
RVW Wealth
California
$1.08B +$74.6M +7% 161
MW
1927
Marcum Wealth
Ohio
$1.08B +$78.8M +8% 437
NGA
1928
Naples Global Advisors
Florida
$1.08B +$79M +8% 411
UAS
1929
United Asset Strategies
New York
$1.07B +$60.5M +6% 245
CC
1930
Cornerstone Capital
California
$1.07B +$79.4M +8% 104
FP
1931
FPR Partners
California
$1.07B +$81.4M +8% 16
COCM
1932
Charter Oak Capital Management
New Hampshire
$1.07B +$112M +12% 191
PP
1933
Pegasus Partners
Wisconsin
$1.07B +$76.3M +8% 178
FPM
1934
Francisco Partners Management
California
$1.07B -$74.9M -7% 8
SPC
1935
Silver Point Capital
Connecticut
$1.07B -$114M -10% 17
KCM
1936
Kathmere Capital Management
Pennsylvania
$1.07B +$122M +13% 397
BSB
1937
Bangor Savings Bank
Maine
$1.06B +$63.3M +6% 557
AIM
1938
Anchor Investment Management
South Carolina
$1.06B +$87.8M +9% 1,096
NAS
1939
Nicolet Advisory Services
Wisconsin
$1.06B +$15.5M +1% 383
FTS
1940
Fifth Third Securities
Ohio
$1.06B -$25.9M -2% 272
GA
1941
GRS Advisors
Illinois
$1.06B +$189M +22% 37
WA
1942
WBH Advisory
Maryland
$1.06B +$68M +7% 326
CIAS
1943
Capital Investment Advisory Services
North Carolina
$1.05B +$85.2M +9% 1,012
HCM
1944
Hengehold Capital Management
Ohio
$1.05B +$93.3M +10% 213
JSAM
1945
J. Safra Asset Management
New York
$1.05B +$61.3M +6% 322
CNBT
1946
Canandaigua National Bank & Trust
New York
$1.05B +$128M +14% 348
AC
1947
Allstate Corporation
Illinois
$1.05B -$181M -15% 227
NPIC
1948
Neumeier Poma Investment Counsel
California
$1.05B -$42.5M -4% 44
CISOA
1949
Capital Investment Services of America
Wisconsin
$1.05B +$12.1M +1% 79
MGWM
1950
Marks Group Wealth Management
Minnesota
$1.05B +$98.1M +10% 307