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
LC
1926
Lindbrook Capital
California
$1.11B -$20.5M -2% 2,969
SDJVC
1927
St. Denis J. Villere & Co
Louisiana
$1.11B -$118M -10% 90
NI
1928
NYL Investors
New York
$1.11B -$479M -30% 37
TW
1929
TritonPoint Wealth
Maryland
$1.1B +$10.6M +1% 348
PIM
1930
Penobscot Investment Management
Massachusetts
$1.1B -$10.5M -0.9% 326
AC
1931
Avestar Capital
New York
$1.1B +$182M +20% 497
GWM
1932
GDS Wealth Management
Texas
$1.1B +$71.4M +7% 178
VV
1933
Verity & Verity
South Carolina
$1.1B +$75.2M +7% 137
RI
1934
RWWM Inc
California
$1.09B +$12.3M +1% 21
RP
1935
Regeneron Pharmaceuticals
New York
$1.09B 6
MFS
1936
Mirabella Financial Services
United Kingdom
$1.09B -$687M -39% 294
SMC
1937
Smith, Moore & Co
Missouri
$1.09B +$46.9M +4% 509
SFM
1938
Stack Financial Management
Montana
$1.09B -$20.3M -2% 52
HFM
1939
Hartford Funds Management
Pennsylvania
$1.09B +$12.9M +1% 104
FFW
1940
Fusion Family Wealth
New York
$1.09B +$4.7M +0.4% 46
XF
1941
XML Financial
Maryland
$1.09B +$12.8M +1% 371
UAS
1942
United Asset Strategies
New York
$1.09B +$15.9M +1% 252
RIA
1943
Recurrent Investment Advisors
Texas
$1.09B +$83.7M +8% 68
NAS
1944
Nicolet Advisory Services
Wisconsin
$1.09B +$29.3M +3% 398
BBA
1945
Baader Bank Aktiengesellschaft
Germany
$1.09B -$99.1M -8% 471
TTWM
1946
TCV Trust & Wealth Management
Virginia
$1.08B -$33.5M -3% 205
SIA
1947
Soltis Investment Advisors
Utah
$1.08B +$56.3M +6% 399
BCM
1948
BTC Capital Management
Iowa
$1.08B -$46M -4% 215
WA
1949
WBH Advisory
Maryland
$1.08B +$21.6M +2% 335
SOS
1950
Silver Oak Securities
Tennessee
$1.08B +$129M +14% 664