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
LI
1926
LRI Investments
Florida
$1.18B +$142M +14% 1,314
SCM
1927
SG Capital Management
Illinois
$1.18B +$181M +18% 86
NAS
1928
Nicolet Advisory Services
Wisconsin
$1.18B +$167M +17% 425
NRD
1929
Nebula Research & Development
New York
$1.17B +$92.8M +9% 1,192
WAM
1930
Weatherly Asset Management
California
$1.17B +$57.9M +5% 185
WA
1931
WBH Advisory
Maryland
$1.17B +$101M +9% 354
AT
1932
Avenir Tech
Hong Kong
$1.17B +$435M +59% 40
UAS
1933
United Asset Strategies
New York
$1.17B +$94M +9% 254
JSC
1934
J. Stern & Co
United Kingdom
$1.17B +$127M +12% 38
PIM
1935
Penobscot Investment Management
Massachusetts
$1.17B +$106M +10% 316
PIM
1936
Provident Investment Management
Michigan
$1.17B +$107M +10% 79
MSA
1937
MUFG Securities Americas
New York
$1.17B +$307M +36% 509
QOP
1938
Quinn Opportunity Partners
Virginia
$1.16B -$258M -18% 436
IAS
1939
Insigneo Advisory Services
Florida
$1.16B +$195M +20% 717
VV
1940
Verity & Verity
South Carolina
$1.16B +$24.7M +2% 138
EFG
1941
Ethos Financial Group
Pennsylvania
$1.16B +$117M +11% 541
HCA
1942
Heck Capital Advisors
Wisconsin
$1.16B +$273M +31% 256
NGA
1943
Naples Global Advisors
Florida
$1.16B +$110M +10% 420
BBA
1944
Baader Bank Aktiengesellschaft
Germany
$1.16B +$172M +17% 486
HFM
1945
Hartford Funds Management
Pennsylvania
$1.16B +$53.6M +5% 106
GGS
1946
Galvin Gaustad & Stein
Arizona
$1.16B +$41.9M +4% 201
EIA
1947
Edgemoor Investment Advisors
Maryland
$1.16B +$70.9M +7% 174
CPA
1948
Cardiff Park Advisors
California
$1.16B +$124M +12% 359
PCM
1949
Penn Capital Management
Pennsylvania
$1.16B +$130M +13% 188
PHS
1950
PFM Health Sciences
California
$1.15B -$149M -11% 82