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
LWM
1926
Lyell Wealth Management
California
$1.07B -$45.8M -4% 209
SOS
1927
Silver Oak Securities
Tennessee
$1.07B -$7.97M -0.7% 724
VCP
1928
Verus Capital Partners
Arizona
$1.07B -$45.5M -4% 440
NIM
1929
Needham Investment Management
New York
$1.07B -$229M -18% 157
SC
1930
Strategy Capital
California
$1.07B -$163M -13% 10
TCA
1931
Taconic Capital Advisors
New York
$1.07B -$136M -11% 82
PIM
1932
Penobscot Investment Management
Massachusetts
$1.06B -$39.2M -4% 313
RW
1933
RVW Wealth
California
$1.06B -$9.76M -0.9% 162
PIM
1934
Provident Investment Management
Michigan
$1.06B +$13.9M +1% 80
RWM
1935
RKL Wealth Management
Pennsylvania
$1.06B -$62.4M -6% 179
BSB
1936
Bangor Savings Bank
Maine
$1.06B -$6.42M -0.6% 567
RG
1937
Redmile Group
California
$1.06B -$377M -26% 64
DAM
1938
Delta Asset Management
Tennessee
$1.05B -$64.3M -6% 630
NAM
1939
Nexpoint Asset Management
Texas
$1.05B +$194M +23% 109
NGA
1940
Naples Global Advisors
Florida
$1.05B -$16.6M -2% 412
ACP
1941
Atalan Capital Partners
New York
$1.05B +$47M +5% 11
HCM
1942
Hengehold Capital Management
Ohio
$1.05B -$10.2M -1% 207
AC
1943
Avestar Capital
New York
$1.05B -$50.4M -5% 488
CS
1944
Central Securities
New York
$1.05B +$3.73M +0.4% 28
TW
1945
TritonPoint Wealth
Maryland
$1.05B -$54.4M -5% 344
QF
1946
QVT Financial
New York
$1.05B -$65.2M -6% 43
CA
1947
Callahan Advisors
Texas
$1.05B -$13.2M -1% 175
SPC
1948
Silver Point Capital
Connecticut
$1.05B +$47.4M +5% 17
KCM
1949
Knighthead Capital Management
New York
$1.05B -$116M -10% 9
EFG
1950
Ethos Financial Group
Pennsylvania
$1.05B +$279M +36% 525