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
HFM
1926
Hartford Funds Management
Pennsylvania
$1.08B +$13.5M +1% 99
AVLSA
1927
Atlas Venture Life Science Advisors
Massachusetts
$1.08B +$129M +14% 15
MAP
1928
Madison Avenue Partners
New York
$1.08B +$287M +36% 27
XF
1929
XML Financial
Maryland
$1.08B +$83.8M +8% 359
RW
1930
RVW Wealth
California
$1.08B +$74.6M +7% 161
MW
1931
Marcum Wealth
Ohio
$1.08B +$78.8M +8% 437
NGA
1932
Naples Global Advisors
Florida
$1.08B +$79M +8% 411
UAS
1933
United Asset Strategies
New York
$1.07B +$60.5M +6% 245
CC
1934
Cornerstone Capital
California
$1.07B +$79.4M +8% 104
FP
1935
FPR Partners
California
$1.07B +$81.4M +8% 16
COCM
1936
Charter Oak Capital Management
New Hampshire
$1.07B +$112M +12% 191
PP
1937
Pegasus Partners
Wisconsin
$1.07B +$76.3M +8% 178
FPM
1938
Francisco Partners Management
California
$1.07B -$74.9M -7% 8
SPC
1939
Silver Point Capital
Connecticut
$1.07B -$114M -10% 17
KCM
1940
Kathmere Capital Management
Pennsylvania
$1.07B +$122M +13% 397
BSB
1941
Bangor Savings Bank
Maine
$1.06B +$63.3M +6% 557
AIM
1942
Anchor Investment Management
South Carolina
$1.06B +$87.8M +9% 1,096
NAS
1943
Nicolet Advisory Services
Wisconsin
$1.06B +$15.5M +1% 383
FTS
1944
Fifth Third Securities
Ohio
$1.06B -$25.9M -2% 272
GA
1945
GRS Advisors
Illinois
$1.06B +$189M +22% 37
WA
1946
WBH Advisory
Maryland
$1.06B +$68M +7% 326
CIAS
1947
Capital Investment Advisory Services
North Carolina
$1.05B +$85.2M +9% 1,012
HCM
1948
Hengehold Capital Management
Ohio
$1.05B +$93.3M +10% 213
JSAM
1949
J. Safra Asset Management
New York
$1.05B +$61.3M +6% 322
CNBT
1950
Canandaigua National Bank & Trust
New York
$1.05B +$128M +14% 348