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
SWP
2076
Strategic Wealth Partners
Ohio
$911M +$100M +12% 311
TCBWMS
2077
Texas Capital Bank Wealth Management Services
Texas
$910M +$64.4M +8% 229
CCP
2078
Clough Capital Partners
Massachusetts
$910M +$5.58M +0.6% 205
P3I
2079
Progeny 3 Inc
Washington
$909M +$102M +13% 27
PCP
2080
Proficio Capital Partners
Massachusetts
$908M +$99.5M +12% 346
CM
2081
Caption Management
Oklahoma
$908M -$11.7M -1% 1,012
KCMH
2082
Kontiki Capital Management (HK)
Hong Kong
$907M +$59.8M +7% 8
SWPG
2083
Strategic Wealth Partners Group
Illinois
$906M +$113M +14% 70
CM
2084
Conifer Management
New York
$906M -$124M -12% 7
JAFL
2085
Jay A. Fishman Ltd
Michigan
$905M +$31.3M +4% 97
OFS
2086
OneAscent Financial Services
Alabama
$905M +$99.1M +12% 405
VCP
2087
Verus Capital Partners
Arizona
$904M +$86.5M +11% 361
NEWAS
2088
N.E.W. Advisory Services
Wisconsin
$901M +$74M +9% 177
WCM
2089
Wealthcare Capital Management
Virginia
$900M +$23.4M +3% 86
HH
2090
Hilltop Holdings
Texas
$900M +$18M +2% 658
TCMV
2091
Technology Crossover Management VIII
California
$900M -$215M -19% 7
NPCM
2092
North Peak Capital Management
New York
$900M -$52M -5% 11
KCM
2093
Kynam Capital Management
New Jersey
$899M +$15.3M +2% 26
TCM
2094
Tran Capital Management
California
$898M +$39.6M +5% 50
VV
2095
Verity & Verity
South Carolina
$898M +$25.4M +3% 122
SAM
2096
Southernsun Asset Management
Tennessee
$898M +$30.5M +4% 29
SS
2097
Sunbelt Securities
Texas
$896M +$102M +13% 1,816
QIM
2098
Quest Investment Management
Oregon
$896M +$99.1M +12% 92
PNAA
2099
Pictet North America Advisors
Switzerland
$896M +$122M +16% 152
WB
2100
Webster Bank
Connecticut
$895M +$78.3M +10% 657