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
PIM
2301
Penobscot Investment Management
Massachusetts
$630M +$33.8M +6% 226
DP
2302
Dundas Partners
United Kingdom
$630M -$54.1M -8% 37
MAM
2303
Mark Asset Management
New York
$630M +$15.1M +2% 64
SCM
2304
SKBA Capital Management
California
$630M +$32.6M +5% 84
FHC
2305
First Heartland Consultants
Missouri
$629M +$27.8M +5% 426
KL
2306
KWMG LLC
Kansas
$627M +$67.8M +12% 143
CWM
2307
Circle Wealth Management
New Jersey
$627M -$70.8M -10% 234
ICM
2308
Ionic Capital Management
New York
$627M +$152M +32% 415
SP
2309
Summit Partners
Massachusetts
$627M +$138M +28% 5
TFA
2310
Toth Financial Advisory
Virginia
$626M +$43.1M +7% 736
GIC
2311
GFI Investment Counsel
Ontario, Canada
$626M +$89.6M +17% 21
VHAM
2312
Van Hulzen Asset Management
California
$626M -$33.8M -5% 322
PP
2313
PrairieView Partners
Minnesota
$625M +$57.6M +10% 384
RSWM
2314
Robertson Stephens Wealth Management
California
$625M +$147M +31% 302
TCM
2315
Twele Capital Management
Minnesota
$625M +$67M +12% 46
ASP
2316
Adams Street Partners
Illinois
$624M +$143M +30% 30
GIPM
2317
G2 Investment Partners Management
New York
$624M +$79.2M +15% 109
PIMJS
2318
PKO Investment Management Joint-Stock
Poland
$623M +$36.4M +6% 94
HWA
2319
Heartwood Wealth Advisors
Virginia
$623M +$3.14M +0.5% 92
MAP
2320
Managed Asset Portfolios
Michigan
$622M +$53M +9% 37
PL
2321
Parthenon LLC
Kentucky
$622M +$42M +7% 120
MIM
2322
Merewether Investment Management
Texas
$621M +$233M +60% 39
MB
2323
Mizuho Bank
Japan
$621M -$304M -33% 11
VSI
2324
Verde Servicos Internacionais
Brazil
$621M +$41.1M +7% 52
DCP
2325
Diameter Capital Partners
New York
$621M +$176M +40% 115