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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
CBFP
2976
Cedar Brook Financial Partners
Ohio
$506M +$55.8M +12% 447
FA
2977
Fiducient Advisors
Illinois
$505M -$28.3M -5% 146
PAM
2978
Peak Asset Management
Colorado
$505M +$50.4M +11% 151
TODC
2979
Trustees of Dartmouth College
New Hampshire
$504M +$110M +28% 4
MCO
2980
MAK Capital One
New York
$504M -$36.5M -7% 11
AWCI
2981
Alpine Woods Capital Investors
New York
$503M -$165M -25% 184
BEI
2982
Benjamin Edwards Inc
Missouri
$503M +$44.5M +10% 767
AG
2983
Advocate Group
Minnesota
$503M +$37.1M +8% 125
AR
2984
Advisory Research
Illinois
$503M -$145M -22% 344
AVA
2985
Atlas Venture Advisors
Massachusetts
$503M -$66.3M -12% 5
PWW
2986
Pettyjohn Wood & White
Virginia
$502M +$40.7M +9% 188
JSL
2987
JT Stratford LLC
Georgia
$502M +$65M +15% 288
NM
2988
Newtyn Management
New York
$502M -$7.38M -1% 52
DCM
2989
Dimension Capital Management
Florida
$501M +$20.7M +4% 124
KFAA
2990
Klaas Financial Asset Advisors
Illinois
$501M +$22M +5% 46
PW
2991
Peninsula Wealth
California
$501M +$16.6M +3% 97
GFG
2992
Greystone Financial Group
Michigan
$501M +$69.1M +16% 120
RGREA
2993
Ranger Global Real Estate Advisors
Colorado
$501M +$13.1M +3% 29
TGAM
2994
TBH Global Asset Management
Tennessee
$501M +$10.7M +2% 248
GM
2995
Granger Management
New York
$501M +$226M +82% 28
SIC
2996
SJS Investment Consulting
Ohio
$501M +$58.5M +13% 1,699
BOCH
2997
Blue Owl Capital Holdings
New York
$501M +$82.2M +20% 49
DWA
2998
Divergent Wealth Advisors
Utah
$500M +$22.1M +5% 36
MBT
2999
Montecito Bank & Trust
California
$500M +$35M +8% 272
WP
3000
Wedgewood Partners
Missouri
$500M +$24.6M +5% 20