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
TE
1951
Tema ETFs
New York
$1.29B +$84.1M +7% 609
TCA
1952
Transcend Capital Advisors
New Jersey
$1.29B -$127M -9% 771
EIA
1953
Edgemoor Investment Advisors
Maryland
$1.29B -$7.76M -0.6% 192
VV
1954
Verity & Verity
South Carolina
$1.29B +$38.4M +3% 157
HCA
1955
Harbor Capital Advisors
Illinois
$1.29B +$889K +0.1% 1,393
NHAS
1956
Novo Holdings A/S
Denmark
$1.29B -$264M -17% 28
TF
1957
Tompkins Financial
New York
$1.29B +$90.1M +8% 664
SWM
1958
SHP Wealth Management
Massachusetts
$1.29B 1,565
CC
1959
Covalis Capital
United Kingdom
$1.28B +$422M +49% 102
1SP
1960
140 Summer Partners
New York
$1.28B +$152M +13% 26
GGS
1961
Galvin Gaustad & Stein
Arizona
$1.28B +$50.4M +4% 258
CIA
1962
Capital Impact Advisors
Massachusetts
$1.28B +$831M +186% 35
PIA
1963
Petredis Investment Advisors
Pennsylvania
$1.28B +$29.7M +2% 115
ELFC
1964
E-L Financial Corp
Ontario, Canada
$1.27B +$11.7M +0.9% 1
TCWA
1965
Turtle Creek Wealth Advisors
Texas
$1.27B +$151M +13% 422
PAG
1966
Private Advisory Group
Washington
$1.27B +$122M +11% 276
HP
1967
Hikari Power
Japan
$1.27B +$26.8M +2% 64
MDSL
1968
M.D. Sass LLC
New York
$1.27B +$44.1M +4% 39
TPI
1969
Trust Point Inc
Wisconsin
$1.27B +$27.7M +2% 507
LFM
1970
LGT Fund Management
Liechtenstein
$1.27B +$29.2M +2% 257
SAM
1971
SP Asset Management
California
$1.26B +$4.98M +0.4% 144
PIA
1972
Perennial Investment Advisors
California
$1.26B +$54.5M +4% 513
WFA
1973
Wellspring Financial Advisors
Ohio
$1.26B +$176M +16% 284
CA
1974
CGN Advisors
Kansas
$1.26B +$46.4M +4% 324
WCM
1975
Windward Capital Management
California
$1.26B +$8.35M +0.7% 73