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
NL
1951
NEPC LLC
Massachusetts
$847M +$518M +157% 40
BRIM
1952
Broad Run Investment Management
Virginia
$845M +$6.13M +0.7% 26
RWM
1953
RKL Wealth Management
Pennsylvania
$845M +$53.3M +7% 137
PMFA
1954
Plante Moran Financial Advisors
Michigan
$845M +$113M +15% 919
KA
1955
Kintegral Advisory
New York
$844M +$70M +9% 265
WA
1956
WBH Advisory
Maryland
$844M +$43.1M +5% 307
SC
1957
Sasco Capital
Connecticut
$843M +$30.5M +4% 57
EECFX
1958
EnCap Energy Capital Fund XI
Texas
$843M +$585M +227% 2
GEM
1959
Global Endowment Management
North Carolina
$842M -$97.3M -10% 104
JC
1960
Jacobs & Co
California
$841M +$31M +4% 126
MGWM
1961
Marks Group Wealth Management
Minnesota
$841M +$58.2M +7% 289
CS
1962
Central Securities
New York
$841M +$39.2M +5% 26
BIC
1963
Beach Investment Counsel
Pennsylvania
$841M +$90M +12% 165
AG
1964
Avala Global
New York
$840M +$229M +37% 16
CCA
1965
Clearwater Capital Advisors
Illinois
$840M +$20.6M +3% 159
1IA
1966
1834 Investment Advisors
Wisconsin
$839M +$4.56M +0.5% 250
GCM
1967
Ghisallo Capital Management
Massachusetts
$838M +$422M +101% 134
TCM
1968
TD Capital Management
Tennessee
$837M +$29.6M +4% 424
W
1969
Wealthquest
Ohio
$837M +$66.2M +9% 127
BHWM
1970
Beaird Harris Wealth Management
Texas
$835M +$278M +50% 503
JFA
1971
JNBA Financial Advisors
Minnesota
$834M +$65.7M +9% 757
CCM
1972
Condor Capital Management
New Jersey
$834M +$36.6M +5% 218
RIA
1973
Retirement Investment Advisors
Oklahoma
$834M +$275M +49% 78
HCM
1974
Hilton Capital Management
New York
$833M +$68.3M +9% 165
FFW
1975
Fusion Family Wealth
New York
$832M +$54.4M +7% 46