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
KL
2301
KWMG LLC
Kansas
$627M +$67.8M +12% 143
CWM
2302
Circle Wealth Management
New Jersey
$627M -$70.8M -10% 234
ICM
2303
Ionic Capital Management
New York
$627M +$152M +32% 415
SP
2304
Summit Partners
Massachusetts
$627M +$138M +28% 5
TFA
2305
Toth Financial Advisory
Virginia
$626M +$43.1M +7% 736
GIC
2306
GFI Investment Counsel
Ontario, Canada
$626M +$89.6M +17% 21
VHAM
2307
Van Hulzen Asset Management
California
$626M -$33.8M -5% 322
PP
2308
PrairieView Partners
Minnesota
$625M +$57.6M +10% 384
RSWM
2309
Robertson Stephens Wealth Management
California
$625M +$147M +31% 302
TCM
2310
Twele Capital Management
Minnesota
$625M +$67M +12% 46
ASP
2311
Adams Street Partners
Illinois
$624M +$143M +30% 30
GIPM
2312
G2 Investment Partners Management
New York
$624M +$79.2M +15% 109
PIMJS
2313
PKO Investment Management Joint-Stock
Poland
$623M +$36.4M +6% 94
HWA
2314
Heartwood Wealth Advisors
Virginia
$623M +$3.14M +0.5% 92
MAP
2315
Managed Asset Portfolios
Michigan
$622M +$53M +9% 37
PL
2316
Parthenon LLC
Kentucky
$622M +$42M +7% 120
MIM
2317
Merewether Investment Management
Texas
$621M +$233M +60% 39
MB
2318
Mizuho Bank
Japan
$621M -$304M -33% 11
VSI
2319
Verde Servicos Internacionais
Brazil
$621M +$41.1M +7% 52
DCP
2320
Diameter Capital Partners
New York
$621M +$176M +40% 115
BFG
2321
Bouchey Financial Group
New York
$620M +$36.9M +6% 86
TPWA
2322
TRUE Private Wealth Advisors
Oregon
$619M +$22M +4% 773
EHPM
2323
Emery Howard Portfolio Management
California
$619M +$37.6M +6% 44
CC
2324
Criteria Caixa
Spain
$618M +$90.4M +17% 27
SMC
2325
Smith, Moore & Co
Missouri
$618M +$82.2M +15% 407