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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
CNB
2826
Camden National Bank
Maine
$715M +$21M +3% 5.42% 48.8% 173 9.25%
MSWM
2827
McGlone Suttner Wealth Management
Wisconsin
$715M +$52.3M +8% 6.74% 56% 198 7.07%
IWA
2828
Inspirion Wealth Advisors
Illinois
$715M -$40.9M -5% 6.27% 47% 171 19.88%
AAM
2829
Auxier Asset Management
Oregon
$714M +$32.7M +5% 6.44% 58.4% 179 5.59%
OC
2830
Oarsman Capital
Wisconsin
$713M +$75.6M +12% 7.14% 61.4% 272 16.54%
DIA
2831
Dean Investment Associates
Ohio
$713M +$33.2M +5% 6.35% 46.9% 216 12.04%
GKFF
2832
George Kaiser Family Foundation
Oklahoma
$713M +$18.7M +3% 4.37% 75.9% 70 5.71%
BFA
2833
Boulay Financial Advisors
Minnesota
$712M +$49.4M +7% 6.62% 4 0%
MBTD
2834
Mechanics Bank - Trust Department
California
$712M +$14.6M +2% 7.98% 67.2% 216 6.48%
GWS
2835
Glassman Wealth Services
Virginia
$712M +$58.8M +9% 7.35% 56.4% 192 8.33%
FCM
2836
Fortis Capital Management
Washington
$712M +$69.1M +11% 7.11% 64% 186 11.29%
BIP
2837
Blueprint Investment Partners
North Carolina
$712M +$148M +26% 7.8% 75.1% 125 54.4%
ROP
2838
Rule One Partners
Georgia
$711M +$527M +286% 7.4% 11 18.18%
ABWM
2839
Alpine Bank Wealth Management
Colorado
$711M +$48.8M +7% 6.46% 446 12.78%
GWA
2840
Gratus Wealth Advisors
Virginia
$710M +$49.9M +8% 6.33% 137 9.49%
RWM
2841
RMG Wealth Management
Wisconsin
$710M +$59.9M +9% 5.84% 368 17.66%
LWM
2842
Liberty Wealth Management
California
$710M +$72.3M +11% 8.15% 55.5% 260 14.23%
LIA
2843
LS Investment Advisors
Michigan
$710M +$25.6M +4% 9.34% 85.7% 140 7.14%
CI
2844
Cigna Investments
Connecticut
$710M +$122M +21% 11.6% 138% 487 10.06%
N
2845
Numerai
California
$709M +$14.8M +2% 4.49% 35.1% 685 56.35%
FC
2846
Financial Consulate
Maryland
$708M +$202M +40% 6.27% 53.3% 1,154 96.88%
RCP
2847
RIT Capital Partners
United Kingdom
$708M -$89.5M -11% 13.9% 75.8% 24 58.33%
GUB
2848
Golden Unicorn BVI
$708M +$127M +22% 22.1% 3 0%
M
2849
Mirova
France
$707M -$1.37M -0.2% 6.22% 32% 124 14.52%
VCM
2850
Vivaldi Capital Management
Illinois
$707M +$41.2M +6% 11.3% 69.2% 308 13.31%