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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
CT
3176
Chicago Trust
Illinois
$198M -$48.1M -20% 17.7% 85.9% 186 15.59%
RA
3177
RMR Advisors
Massachusetts
$198M -$93.2M -32% 27% 2.17% 116 3.45%
WCM
3178
Windsor Capital Management
Arizona
$198M -$40.1M -17% 16.1% 46.1% 123 10.57%
MIM
3179
Martin Investment Management
Florida
$197M -$90.7M -31% 16.7% 44.7% 47 17.02%
DACG
3180
Donor Advised Charitable Giving
California
$197M +$11.7M +6% 7.82% 365% 62 27.42%
MFW
3181
Mosaic Family Wealth
Missouri
$197M -$51.2M -21% 19.3% 85.2% 161 21.12%
WPC
3182
White Pine Capital
Minnesota
$197M -$59.2M -23% 16.3% 100% 229 13.97%
VU
3183
Vanderbilt University
Tennessee
$197M -$79.3M -29% 31.3% 61.8% 8 37.5%
NWP
3184
Northstar Wealth Partners
Connecticut
$197M -$47.2M -19% 16.8% 36.2% 189 17.46%
EDRIA
3185
Edmonds Duncan Registered Investment Advisors
Kansas
$197M -$49.9M -20% 20.9% 12.8% 126 22.22%
HCA
3186
Harbour Capital Advisors
Virginia
$197M -$64.3M -25% 16.6% 161% 221 26.7%
HA
3187
Harfst & Associates
Wyoming
$197M -$63.1M -24% 22.4% 70.3% 102 5.88%
GC
3188
GFG Capital
Florida
$197M -$36.2M -16% 19.7% 128% 87 34.48%
MC
3189
Muzinich & Co
New York
$197M -$87.4M -31% 41.3% 9.67% 64 42.19%
RCA
3190
Rowland Carmichael Advisors
Arizona
$196M -$94.8M -33% 17.5% 39% 379 21.64%
PCTC
3191
Perkins Coie Trust Company
Washington
$196M -$47.7M -20% 17.9% 70.8% 463 39.09%
UOMF
3192
University of Massachusetts Foundation
Massachusetts
$196M +$46.4M +31% 16.5% 53.6% 6 33.33%
SPH
3193
Steel Partners Holdings
New York
$196M -$49M -20% 15% 5 0%
PAG
3194
Private Advisory Group
Washington
$196M -$53.9M -22% 17.3% 134% 138 55.07%
AIA
3195
Affinity Investment Advisors
California
$196M -$79.5M -29% 25.3% 120% 162 27.16%
SFA
3196
Stewardship Financial Advisors
Georgia
$196M -$77.9M -28% 18.9% 39.1% 96 37.5%
CBN
3197
Cadence Bank NA
Texas
$196M -$75.6M -28% 19.8% 33.3% 182 12.64%
PFM
3198
Peak Financial Management
Massachusetts
$196M -$38.7M -16% 15.9% 51.8% 57 10.53%
SW
3199
SkyOak Wealth
Michigan
$196M -$127M -39% 12.1% 65.2% 336 44.64%
WAM
3200
Wilsey Asset Management
California
$195M -$80.3M -29% 27.6% 55% 24 20.83%