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
WA
1926
WBH Advisory
Maryland
$1.17B +$101M +9% 354
AT
1927
Avenir Tech
Hong Kong
$1.17B +$435M +59% 40
UAS
1928
United Asset Strategies
New York
$1.17B +$94M +9% 254
JSC
1929
J. Stern & Co
United Kingdom
$1.17B +$127M +12% 38
PIM
1930
Penobscot Investment Management
Massachusetts
$1.17B +$106M +10% 316
PIM
1931
Provident Investment Management
Michigan
$1.17B +$107M +10% 79
MSA
1932
MUFG Securities Americas
New York
$1.17B +$307M +36% 509
QOP
1933
Quinn Opportunity Partners
Virginia
$1.16B -$258M -18% 436
IAS
1934
Insigneo Advisory Services
Florida
$1.16B +$195M +20% 717
VV
1935
Verity & Verity
South Carolina
$1.16B +$24.7M +2% 138
EFG
1936
Ethos Financial Group
Pennsylvania
$1.16B +$117M +11% 541
HCA
1937
Heck Capital Advisors
Wisconsin
$1.16B +$273M +31% 256
NGA
1938
Naples Global Advisors
Florida
$1.16B +$110M +10% 420
BBA
1939
Baader Bank Aktiengesellschaft
Germany
$1.16B +$172M +17% 486
HFM
1940
Hartford Funds Management
Pennsylvania
$1.16B +$53.6M +5% 106
GGS
1941
Galvin Gaustad & Stein
Arizona
$1.16B +$41.9M +4% 201
EIA
1942
Edgemoor Investment Advisors
Maryland
$1.16B +$70.9M +7% 174
CPA
1943
Cardiff Park Advisors
California
$1.16B +$124M +12% 359
PCM
1944
Penn Capital Management
Pennsylvania
$1.16B +$130M +13% 188
PHS
1945
PFM Health Sciences
California
$1.15B -$149M -11% 82
CCM
1946
Condor Capital Management
New Jersey
$1.15B +$79.4M +7% 198
XF
1947
XML Financial
Maryland
$1.15B +$81.7M +8% 385
DAM
1948
Delta Asset Management
Tennessee
$1.15B +$96.5M +9% 617
ELFC
1949
E-L Financial Corp
Ontario, Canada
$1.15B +$52.1M +5% 1
TTWM
1950
TCV Trust & Wealth Management
Virginia
$1.14B +$64.6M +6% 221