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
TCBWMS
1951
Texas Capital Bank Wealth Management Services
Texas
$1.21B +$143M +13% 271
WAM
1952
Weatherly Asset Management
California
$1.21B +$40.5M +3% 187
KOC
1953
Koss-Olinger Consulting
Florida
$1.21B -$7.97M -0.7% 314
PIA
1954
Perennial Investment Advisors
California
$1.21B +$180M +17% 496
CUAMC
1955
China Universal Asset Management Company
China
$1.21B +$148M +14% 516
GAM
1956
Goldentree Asset Management
New York
$1.21B +$175M +17% 35
HIA
1957
Harbor Investment Advisory
Maryland
$1.21B +$86.3M +8% 1,217
AIM
1958
Anchor Investment Management
South Carolina
$1.21B +$67.5M +6% 1,084
AC
1959
AltraVue Capital
Washington
$1.21B +$67.6M +6% 27
TFA
1960
Transamerica Financial Advisors
Florida
$1.21B +$140M +13% 1,609
SFM
1961
Stack Financial Management
Montana
$1.21B +$73M +6% 51
BBA
1962
Baader Bank Aktiengesellschaft
Germany
$1.2B +$42.6M +4% 574
TE
1963
Tema ETFs
New York
$1.2B +$828M +220% 529
JMFC
1964
J.M. Forbes & Co
Massachusetts
$1.2B +$110M +10% 144
RIA
1965
Retirement Investment Advisors
Oklahoma
$1.2B +$91.3M +8% 68
IB
1966
Intrust Bank
Kansas
$1.2B +$74M +7% 423
BSB
1967
Bangor Savings Bank
Maine
$1.2B +$81.8M +7% 573
CC
1968
Casdin Capital
New York
$1.2B +$101M +9% 38
GCP
1969
GSA Capital Partners
United Kingdom
$1.2B -$229M -16% 2,198
MA
1970
MONECO Advisors
Connecticut
$1.2B +$123M +11% 517
BA
1971
Bristlecone Advisors
Washington
$1.2B +$5.72M +0.5% 315
TF
1972
Tompkins Financial
New York
$1.2B +$108M +10% 561
AL
1973
Arnhold LLC
New York
$1.2B +$98.5M +9% 123
RWB
1974
RMR Wealth Builders
New Jersey
$1.19B +$94.7M +9% 304
SCM
1975
Sone Capital Management
New York
$1.19B +$111M +10% 128