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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
GWA
3026
Geometric Wealth Advisors
District of Columbia
$541M +$53.8M +11% 6.55% 51.9% 66 12.12%
HL
3027
HeadInvest LLC
Maine
$540M +$32.6M +6% 6.49% 45.6% 246 10.98%
VU
3028
Vanderbilt University
Tennessee
$540M +$62.5M +13% 10.3% 61.8% 80 23.75%
HEIP
3029
Hudson Edge Investment Partners
New Jersey
$539M +$21.8M +4% 6.01% 68.8% 199 5.53%
BGC
3030
Blue Grotto Capital
Georgia
$538M +$40.7M +8% 19.4% 283% 30 40%
DCM
3031
Dimension Capital Management
Florida
$538M +$46.6M +9% 7.07% 59.4% 108 11.11%
RAM
3032
Rempart Asset Management
Canada
$538M +$30.7M +6% 5.85% 58.8% 42 14.29%
LIM
3033
Lathrop Investment Management
Arkansas
$538M +$26.7M +5% 7.27% 65.5% 86 5.81%
DMC
3034
Drexel Morgan & Co
Pennsylvania
$538M +$71.5M +15% 7.95% 42% 55 3.64%
RSVP
3035
Ramsay Stattman Vela & Price
Colorado
$538M +$9.45M +2% 6.19% 54.6% 77 5.19%
CEI
3036
Clark Estates Inc
New York
$537M +$4.8M +0.9% 13.5% 31.4% 94 12.77%
NGM
3037
North Growth Management
British Columbia, Canada
$537M +$30.9M +6% 7.22% 231% 48 6.25%
BC
3038
Bricktown Capital
Michigan
$537M +$45.8M +9% 5.35% 40.8% 51 47.06%
FTC
3039
Farmers Trust Company
Ohio
$536M +$43.7M +9% 9.78% 73.5% 193 7.77%
CCM
3040
Coerente Capital Management
Ontario, Canada
$536M +$23.9M +5% 6.05% 40% 46 4.35%
SA
3041
Strategic Advisors
New York
$536M +$20.7M +4% 5.69% 87.3% 215 12.56%
RM
3042
Redpoint Management
California
$535M -$94.5M -15% 7.94% 0.66% 7 14.29%
MPW
3043
MA Private Wealth
California
$535M +$29.3M +6% 4.79% 57.5% 80 17.5%
MTC
3044
Matrix Trust Company
Colorado
$535M +$91.9M +21% 7.05% 46.8% 278 52.52%
HI
3045
Hoey Investments
Pennsylvania
$534M $0 0% 0.48% 200% 397 0%
GF
3046
Gries Financial
Ohio
$534M +$48M +10% 5.77% 71.3% 291 22.34%
EWA
3047
ERTS Wealth Advisors
Michigan
$534M +$36.7M +7% 6.36% 29.7% 91 7.69%
PPP
3048
Private Portfolio Partners
New Jersey
$533M +$411M +334% 5.73% 16.9% 295 70.51%
TCM
3049
Tufton Capital Management
Maryland
$533M +$19.2M +4% 6.76% 86.5% 125 8%
SFWA
3050
Summit Financial Wealth Advisors
Louisiana
$533M +$39.8M +8% 6.7% 61.5% 154 10.39%