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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
DIA
2501
Dean Investment Associates
Ohio
$614M -$11.5M -2% 0.68% 63.5% 221 11.76%
SPC
2502
Stewart & Patten Company
California
$612M +$22.4M +4% 4.72% 27.5% 95 7.37%
JWM
2503
JGP Wealth Management
Oregon
$612M +$41.7M +7% 5.83% 78.2% 152 3.95%
DGM
2504
Darwin Global Management
Jersey
$612M +$246M +67% 63.3% 2,582% 4 25%
AO
2505
Advisor OS
Illinois
$611M +$195M +47% 5.3% 61.2% 309 25.57%
FCM
2506
FourWorld Capital Management
New York
$611M +$176M +41% 3.13% 132% 33 48.48%
RGREA
2507
Ranger Global Real Estate Advisors
Colorado
$611M -$150M -20% 0.34% 18% 37 16.22%
PGA
2508
Portland Global Advisors
Maine
$611M +$26.4M +5% 4.36% 43.4% 136 11.76%
NC
2509
Nekton Capital
United Kingdom
$610M +$10.9M +2% 3.5% 30.1% 22 63.64%
TCM
2510
TCG Crossover Management
California
$610M +$96.8M +19% 32.3% 3,013% 24 16.67%
PCA
2511
Private Capital Advisors
Connecticut
$610M +$79.1M +15% 16.5% 138% 93 12.9%
AT
2512
Arden Trust
Delaware
$609M +$55.4M +10% 4.97% 22.5% 302 22.85%
PIM
2513
Penobscot Investment Management
Massachusetts
$608M +$34.5M +6% 7.48% 103% 235 7.66%
BHPW
2514
Beverly Hills Private Wealth
California
$608M +$286M +89% 5.44% 80% 331 19.94%
BIM
2515
Baldwin Investment Management
Pennsylvania
$607M +$43.5M +8% 9.76% 74.8% 206 8.25%
NIM
2516
Needham Investment Management
New York
$607M +$27.1M +5% 20.9% 424% 127 10.24%
TAM
2517
Third Avenue Management
New York
$606M +$20.8M +4% 6.65% 113% 59 10.17%
WA
2518
Wealth Architects
California
$606M +$41.2M +7% 5.42% 80.1% 200 9%
SLG
2519
Stanley-Laman Group
Pennsylvania
$605M +$43.7M +8% 10.7% 124% 246 13.41%
SEC
2520
Seven Eight Capital
New York
$605M +$125M +26% 9.18% 13.6% 696 72.7%
CC
2521
Crosslink Capital
California
$605M +$112M +23% 37.7% 135% 19 15.79%
AWM
2522
Absher Wealth Management
North Carolina
$604M +$26.6M +5% 4.35% 54.5% 57 8.77%
AAM
2523
Auxier Asset Management
Oregon
$603M +$23.3M +4% 4.36% 71.7% 169 6.51%
RWA
2524
Ropes Wealth Advisors
Massachusetts
$603M +$49.8M +9% 7.36% 71% 285 12.63%
WAM
2525
Warberg Asset Management
Illinois
$603M +$95.1M +19% 0.9% 65.3% 314 43.95%