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
ECM
2051
Everence Capital Management
Indiana
$504M +$30.5M +6% 459
NIA
2052
Northstar Investment Advisors
Colorado
$503M +$25M +5% 118
AF
2053
Ally Financial
Michigan
$503M -$5.72M -1% 133
YL
2054
YCG LLC
Texas
$503M +$31M +7% 37
IFAM
2055
Institutional & Family Asset Management
Colorado
$503M +$28.9M +6% 901
BIM
2056
Bridgecreek Investment Management
Oklahoma
$502M +$43.3M +9% 120
OC
2057
Oakworth Capital
Alabama
$500M +$18.3M +4% 654
KFS
2058
Kurt F. Somerville
$500M +$46.5M +10% 111
SFI
2059
SPC Financial Inc
Maryland
$500M +$41.6M +9% 138
PIMJS
2060
PKO Investment Management Joint-Stock
Poland
$499M +$20.3M +4% 99
PCG
2061
Private Capital Group
Connecticut
$499M +$37M +8% 2,512
LWMT
2062
Legacy Wealth Management (Tennessee)
Tennessee
$499M +$73.2M +17% 13
II
2063
INCA Investments
Florida
$497M +$84.5M +20% 12
SFG
2064
Sather Financial Group
Texas
$497M +$45M +10% 72
GCM
2065
Glynn Capital Management
California
$497M +$33.3M +7% 42
SCA
2066
Stonebridge Capital Advisors
Minnesota
$497M +$37.9M +8% 186
CHAM
2067
Clear Harbor Asset Management
Connecticut
$496M -$39.4M -7% 284
DP
2068
Dundas Partners
United Kingdom
$495M +$202M +69% 36
KFM
2069
KG Funds Management
New York
$495M +$43.7M +10% 9
CQS
2070
Credential Qtrade Securities
$494M 288
CPI
2071
Crestview Partners III
New York
$494M +$51.2M +12% 2
MWM
2072
Modera Wealth Management
New Jersey
$494M +$19.4M +4% 147
KWM
2073
Kingsview Wealth Management
Oregon
$493M +$74.6M +18% 379
LWA
2074
Lenox Wealth Advisors
New York
$492M +$39.7M +9% 599
AACA
2075
American Assets Capital Advisers
California
$492M -$31.9M -6% 28