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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
EPIMS
2701
Evelyn Partners Investment Management Services
$798M +$53.4M +7% 4.39% 279 10.75%
ROC
2702
Running Oak Capital
Minnesota
$798M -$93.5M -10% 1.71% 36.5% 56 1.79%
TIM
2703
Thompson Investment Management
Wisconsin
$798M +$48M +6% 8.85% 83.5% 543 8.66%
NCA
2704
Newbrook Capital Advisors
New York
$797M -$20.1M -2% 4.56% 220% 27 51.85%
TFM
2705
TFC Financial Management
Massachusetts
$797M +$16.8M +2% 2.35% 60% 1,070 16.92%
SIG
2706
Sargent Investment Group
Maryland
$797M +$95.5M +14% 1.67% 105% 264 54.92%
VCM
2707
Versant Capital Management
Arizona
$797M +$62.2M +8% 4.45% 82.4% 2,760 8.95%
1IA
2708
1834 Investment Advisors
Wisconsin
$797M -$17.8M -2% 2.54% 51.8% 214 9.35%
AAM
2709
ACK Asset Management
Connecticut
$797M -$2.38M -0.3% 2.67% 99.7% 26 34.62%
PFA
2710
Pathway Financial Advisors
Vermont
$796M +$45.8M +6% 1.31% 48.4% 148 5.41%
AR
2711
Advisory Research
Illinois
$796M +$34.3M +5% 2.73% 123% 161 18.63%
GC
2712
Gilbert & Cook
Iowa
$796M +$17.3M +2% 2.48% 63.2% 232 14.66%
ACM
2713
Arosa Capital Management
Florida
$795M +$340M +75% 15% 256% 118 70.34%
VFG
2714
Victory Financial Group
Texas
$795M +$68.1M +9% 1.49% 326 26.69%
CG
2715
Castellan Group
Kentucky
$795M +$105M +15% 2.24% 196% 65 46.15%
PI
2716
Parkside Investments
Illinois
$794M -$6.16M -0.8% 3.76% 70% 101 8.91%
PA
2717
Planning Alternatives
Michigan
$794M +$15.2M +2% 2.13% 50.4% 101 15.84%
GL
2718
Gemsstock Ltd
United Kingdom
$793M +$307M +63% 11.6% 237% 23 39.13%
CCM
2719
CoreView Capital Management
Hong Kong
$793M -$116M -13% 13.4% 45.2% 7 0%
SIA
2720
SkyView Investment Advisors
New Jersey
$792M +$447K +0.1% 2.34% 62.6% 373 14.48%
CA
2721
Cortland Associates
Missouri
$792M -$54.5M -6% 3.99% 57.1% 65 6.15%
WETS
2722
Wealth Enhancement Trust Services
South Dakota
$792M 2.77% 738
FM
2723
Family Management
New York
$791M +$63.9M +9% 2.92% 58.5% 327 32.42%
SIC
2724
SJS Investment Consulting
Ohio
$790M +$59.5M +8% 3.48% 63.8% 2,160 27.73%
FTF
2725
Freedom Together Foundation
New York
$789M -$84.9M -10% 1.99% 2 0%