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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
TA
2551
TRB Advisors
New York
$244M +$22.9M +10% 9.88% 42.3% 2 50%
JA
2552
JOYN Advisors
Georgia
$244M +$5.37M +2% 3.39% 0.77% 32 46.88%
ACM
2553
Ativo Capital Management
Illinois
$244M -$10M -4% 7.01% 57.9% 249 35.74%
X
2554
Xponance
Pennsylvania
$244M +$1.7M +0.7% 1.19% 110% 63 7.94%
RC
2555
Roundview Capital
New Jersey
$244M +$21.2M +10% 4.25% 63.2% 153 20.92%
WAM
2556
Watershed Asset Management
California
$244M -$227M -48% 3.79% 29 51.72%
SCA
2557
Stonebridge Capital Advisors
Minnesota
$243M +$16.5M +7% 4.54% 64.2% 160 10.63%
RIM
2558
Rampart Investment Management
Connecticut
$243M 6.34% 74% 12
AIC
2559
Argus Investors Counsel
New York
$243M +$4.4M +2% 6.29% 92.3% 51 1.96%
GB
2560
Gunma Bank
Japan
$243M -$355K -0.1% 0.04% 24.5% 13 0%
WCM
2561
Wildcat Capital Management
New York
$243M 62.4% 126% 13
MIHAS
2562
Maj Invest Holding A/S
Denmark
$243M +$12.7M +5% 5.47% 92.8% 41 9.76%
AWE
2563
Avidian Wealth Enterprises
Texas
$243M -$12.6M -5% 2.23% 63.7% 50 44%
CA
2564
Capital Advantage
California
$243M +$50.7M +26% 0.17% 44.4% 71 26.76%
SIC
2565
SFE Investment Counsel
California
$242M +$11.3M +5% 5.32% 78.2% 94 10.64%
CANC
2566
Culbertson A N & Co
Virginia
$242M +$10M +4% 5.33% 70.8% 81 1.23%
AHS
2567
Aspiriant Holdings S3
California
$242M -$6.93M -3% 4.57% 117 12.82%
CGOF
2568
Condorcet Global Opportunity Fund
New York
$242M 11% 32
FHC
2569
First Heartland Consultants
Missouri
$242M +$14.6M +6% 6.17% 55.2% 277 20.22%
VC
2570
V2 Capital
Illinois
$242M -$809K -0.3% 4.06% 36 0%
PWW
2571
Pettyjohn Wood & White
Virginia
$242M +$10.4M +4% 4.74% 62.7% 125 6.4%
UFG
2572
United Fire Group
Iowa
$241M +$12.7M +6% 6.03% 27.4% 111 0.9%
QC
2573
QCM Cayman
Texas
$241M -$189M -44% 5.25% 74% 342 74.27%
KA
2574
Klingman & Associates
New York
$241M 0.54% 47.1% 387
FV2GP
2575
Flagship Ventures 2007 General Partner
Massachusetts
$241M +$98.9M +70% 74.8% 4 0%