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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
GF
2501
Gates Foundation
Washington
$651M +$39.7M +6% 27.6% 58.1% 8 12.5%
SB
2502
Sunflower Bank
Texas
$651M +$39.7M +6% 4.4% 42.7% 213 6.1%
HWA
2503
Heartwood Wealth Advisors
Virginia
$650M +$27.7M +4% 4.62% 56.2% 99 14.14%
SCM
2504
Soleus Capital Management
Connecticut
$650M +$95.3M +17% 5.02% 508% 90 47.78%
SVP
2505
Strategic Value Partners
Connecticut
$650M +$567M +685% 198% 4 50%
TAMH
2506
Taikang Asset Management (HK)
Hong Kong
$648M +$119M +22% 2.82% 172% 86 19.77%
WM
2507
Wishbone Management
Illinois
$648M +$52.4M +9% 1.16% 58.7% 12 41.67%
EI
2508
EAM Investors
California
$648M -$16.7M -3% 42.1% 6,012% 487 71.87%
CWM
2509
Cahaba Wealth Management
Georgia
$647M +$2.42M +0.4% 4.88% 45.2% 97 26.8%
CCFM
2510
Clear Creek Financial Management
Washington
$646M +$596M +1,196% 7.73% 81% 335 86.57%
TCM
2511
Twele Capital Management
Minnesota
$645M +$20M +3% 4.22% 34.9% 43 4.65%
STB
2512
S&T Bank
Pennsylvania
$644M +$29.8M +5% 6% 193% 140 10%
GECH
2513
Garnet Equity Capital Holdings
New York
$643M +$199M +45% 3.73% 302% 53 52.83%
ACL
2514
Azora Capital LP
Florida
$643M -$154M -19% 6.7% 175% 55 47.27%
JA
2515
JLB & Associates
Michigan
$642M +$34.1M +6% 6.41% 69.5% 73 2.74%
CIC
2516
Cutler Investment Counsel
Oregon
$640M +$64.2M +11% 5.13% 56.2% 90 2.22%
GIA
2517
Granite Investment Advisors
New Hampshire
$639M +$41.2M +7% 7.26% 55.6% 197 15.74%
BAS
2518
Brown Advisory Securities
Maryland
$639M +$49.9M +8% 9.57% 51.2% 262 6.87%
WP
2519
WealthShield Partners
North Carolina
$638M +$81.9M +15% 6.53% 71% 1,251 45.56%
SB
2520
Strategic Blueprint
Georgia
$638M +$168M +36% 7.06% 76.6% 1,453 80.11%
SL
2521
Salomon & Ludwin
Virginia
$637M +$47.9M +8% 6.28% 52.6% 82 8.54%
CAM
2522
Cozad Asset Management
Illinois
$637M +$22.4M +4% 7.99% 132% 372 12.1%
FAT
2523
First American Trust
California
$637M +$3.26M +0.5% 7.44% 84.6% 165 19.39%
NSGL
2524
No Street GP LP
California
$637M -$138M -18% 12.2% 246% 47 36.17%
WIC
2525
Woodmont Investment Counsel
Tennessee
$637M +$49M +8% 5.49% 66.8% 207 8.7%