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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
BBI
2801
Baxter Bros Inc
Connecticut
$864M +$54.2M +7% 9.61% 73.8% 184 16.3%
DOA
2802
D'Orazio & Associates
Virginia
$864M +$91.9M +12% 15.2% 61.2% 345 19.71%
BM
2803
Berman McAleer
Maryland
$864M +$131M +18% 13.7% 182 14.84%
NEAM
2804
New England Asset Management
Connecticut
$863M +$77.2M +10% 8.61% 55.6% 133 27.07%
BWA
2805
BlueSky Wealth Advisors
North Carolina
$863M +$86.8M +11% 9.84% 42.9% 129 24.81%
CWP
2806
Curated Wealth Partners
California
$863M +$69.7M +9% 10.1% 48.7% 271 26.94%
UOTTAIMCU
2807
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$863M +$176M +26% 17.9% 68.3% 464 44.18%
HP
2808
Hound Partners
New York
$863M +$63.5M +8% 20.2% 19.7% 45 51.11%
EFM
2809
EQT Fund Management
Luxembourg
$863M -$158M -15% 12.7% 5 0%
BWM
2810
Bernicke Wealth Management
Wisconsin
$861M +$87.3M +11% 10% 113 10.62%
EIG
2811
Ellenbecker Investment Group
Wisconsin
$860M +$117M +16% 11.4% 56.3% 155 17.42%
PE
2812
PSG Equity
Massachusetts
$860M -$117M -12% 12% 15% 1 0%
FRM
2813
Foundation Resource Management
Arkansas
$860M -$28.8M -3% 1.32% 67.8% 57 5.26%
CANC
2814
Culbertson A N & Co
Virginia
$859M +$87.8M +11% 12.7% 80.7% 142 8.45%
PWG
2815
Portside Wealth Group
Utah
$858M +$120M +16% 15.8% 81.1% 564 26.42%
UW
2816
Unique Wealth
Florida
$858M +$135M +19% 13.7% 63.3% 211 18.48%
SFO
2817
Stokes Family Office
Louisiana
$858M -$111M -11% 13.4% 68.1% 292 12.33%
PFA
2818
Pathway Financial Advisors
Vermont
$857M +$49M +6% 9.87% 48.4% 141 11.35%
MCM
2819
Mattern Capital Management
Colorado
$857M +$21.9M +3% 4.29% 31.5% 173 5.78%
SC
2820
Slow Capital
California
$857M +$86.7M +11% 26.1% 124% 111 6.31%
AAM
2821
ACK Asset Management
Connecticut
$856M +$55.2M +7% 33.2% 132% 27 48.15%
AIMC
2822
Alley Investment Management Company
Illinois
$856M +$34.9M +4% 9.31% 54.6% 90 6.67%
QIM
2823
Quest Investment Management
Oregon
$856M -$855K -0.1% 21.9% 105% 127 13.39%
EWA
2824
Evolution Wealth Advisors
Florida
$855M -$127M -13% 17.6% 84.5% 198 19.7%
TPW
2825
Talon Private Wealth
Florida
$855M +$102M +14% 13% 254 35.43%