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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
WSCM
2826
Wellington Shields Capital Management
New York
$549M +$18.9M +4% 321
AWM
2827
Aprio Wealth Management
Georgia
$549M +$38.7M +8% 277
TODC
2828
Trustees of Dartmouth College
New Hampshire
$549M +$44.2M +9% 5
AWM
2829
Affinity Wealth Management
Delaware
$548M +$8.27M +2% 107
1SAMC
2830
12th Street Asset Management Company
Tennessee
$548M -$28.5M -5% 30
PCWA
2831
Pacific Capital Wealth Advisors
California
$548M +$123M +29% 681
SF
2832
Symphony Financial
Texas
$548M +$118M +28% 222
PJSIMP
2833
P.J. Schmidt Investment Management (PJS)
Wisconsin
$547M +$17.4M +3% 187
IA
2834
Insight Advisors
Pennsylvania
$547M +$32.2M +6% 304
M
2835
Mirova
France
$547M -$17.2M -3% 151
FNA
2836
First National Advisers
Nebraska
$547M +$100M +22% 213
VHMC
2837
Value Holdings Management Company
New York
$547M -$18.3M -3% 31
QCM
2838
Quadratic Capital Management
Connecticut
$546M -$117M -18% 2
DFCM
2839
Dark Forest Capital Management
Puerto Rico
$546M -$44.4M -8% 951
GEA
2840
Glen Eagle Advisors
New Jersey
$546M +$19M +4% 1,221
KFAA
2841
Klaas Financial Asset Advisors
Illinois
$545M +$44.1M +9% 50
HA
2842
Harbor Advisors
Florida
$545M +$971K +0.2% 187
AMCA
2843
Arthur M. Cohen & Associates
Illinois
$545M +$71.9M +15% 145
AA
2844
AF Advisors
California
$545M +$83.9M +18% 22
PCMC
2845
Paragon Capital Management (Colorado)
Colorado
$545M -$20M -4% 246
CWP
2846
CFM Wealth Partners
Texas
$544M +$46M +9% 155
BFO
2847
Biltmore Family Office
North Carolina
$543M +$35.7M +7% 255
BCMLT
2848
Beacon Capital Management LLC (Tennessee)
Tennessee
$543M +$55.1M +11% 1,116
SL
2849
Sentry LLC
Tennessee
$543M +$11.9M +2% 130
SI
2850
Sora Investors
Pennsylvania
$543M -$65.2M -11% 69