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
LWIC
1951
Leith Wheeler Investment Counsel
British Columbia, Canada
$913M +$157M +21% 58
CC
1952
Cornerstone Capital
California
$913M +$82.9M +10% 93
CWS
1953
Confluence Wealth Services
Pennsylvania
$912M +$406M +80% 306
PAM
1954
Palisade Asset Management
Minnesota
$912M +$89.7M +11% 200
CU
1955
CQS (US)
New York
$912M +$60.3M +7% 81
OCM
1956
Oribel Capital Management
New York
$911M +$274M +43% 89
RW
1957
RVW Wealth
California
$910M +$80.7M +10% 381
NGA
1958
Naples Global Advisors
Florida
$909M +$84.2M +10% 422
II
1959
Inspire Investing
Idaho
$909M +$126M +16% 835
PCP
1960
P2 Capital Partners
New York
$909M +$150M +20% 15
SVWAG
1961
Sound View Wealth Advisors Group
Georgia
$907M +$103M +13% 398
PP
1962
PDT Partners
New York
$905M +$113M +14% 703
CCP
1963
Clough Capital Partners
Massachusetts
$904M -$27.8M -3% 234
KA
1964
Kintegral Advisory
New York
$903M +$93.8M +12% 290
NFA
1965
Nationwide Fund Advisors
Ohio
$903M -$12.5M -1% 5
AIP
1966
ARS Investment Partners
New York
$902M +$95.7M +12% 167
W
1967
Wealthquest
Ohio
$902M +$87.6M +11% 138
TCM
1968
TCG Crossover Management
California
$902M +$223M +33% 31
LCS
1969
Levin Capital Strategies
New York
$901M +$99.9M +12% 290
SCM
1970
Soleus Capital Management
Connecticut
$901M -$91.3M -9% 107
FFS
1971
Founders Financial Securities
Maryland
$901M +$129M +17% 392
LGM
1972
Logos Global Management
California
$899M +$198M +28% 71
WA
1973
WBH Advisory
Maryland
$899M +$84.2M +10% 313
TSAM
1974
Trinity Street Asset Management
United Kingdom
$899M +$120M +15% 22
GEM
1975
Global Endowment Management
North Carolina
$898M -$36.1M -4% 139