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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 Avg Holding
Period (Yrs)
Lincoln Capital
3301
Lincoln Capital
Nebraska
$448M -$1.28M -0.3% 1.56% 67.1% 113 5.31% 5.7
SWS
3302
SYSTM Wealth Solutions
Illinois
$448M -$343M -43% 1.18% – 1,013 37.91% 0.8
Untitled Investments
3303
Untitled Investments
New York
$448M +$10.2M +2% 1.98% 79.6% 20 20% 1.4
Dechtman Wealth Management
3304
Dechtman Wealth Management
Colorado
$447M +$18.8M +4% 3.46% – 68 17.65% 0.8
Essex LLC
3305
Essex LLC
Illinois
$447M +$12.9M +3% 1.56% 91.4% 165 12.73% 2.2
5AM Venture Management
3306
5AM Venture Management
California
$447M +$467K +0.1% 10.4% 546% 30 20% 1.4
Manitou Investment Management
3307
Manitou Investment Management
Ontario, Canada
$447M -$52.4M -10% 0.2% 69.3% 56 5.36% 3.3
Gallagher Fiduciary Advisors
3308
Gallagher Fiduciary Advisors
Illinois
$446M -$2.37B -84% 0.46% 25.1% 282 37.94% 0.7
Perennial Advisors
3309
Perennial Advisors
New York
$446M +$16.2M +4% 4.47% – 115 6.09% 4.2
Ironwood Financial
3310
Ironwood Financial
Arizona
$446M +$11.1M +3% 3.18% 54.1% 155 7.1% 5.1
Pier 88 Investment Partners
3311
Pier 88 Investment Partners
California
$446M +$39M +10% 0.93% 36.1% 104 12.5% 1.8
SXL
3312
Summit X LLC
Missouri
$446M +$55.5M +14% 4.77% 62.9% 244 18.85% 3
MIC
3313
Maxi Investments CY
Cyprus
$445M +$72M +19% 6.17% 83.2% 152 51.32% 0.6
EAM Global Investors
3314
EAM Global Investors
California
$445M +$12M +3% 22.2% 2,399% 130 63.85% 0.3
O'Brien Wealth Partners
3315
O'Brien Wealth Partners
Massachusetts
$445M +$12.5M +3% 1.81% 56.7% 66 6.06% 3.3
CSNH
3316
Crow's Nest Holdings
Virginia
$445M -$74.3M -14% 0.09% 103% 10 20% 1.7
Oasis Management Company
3317
Oasis Management Company
Cayman Islands
$444M +$106M +31% 4.34% 368% 75 34.67% 0.9
Icon Advisers
3318
Icon Advisers
Colorado
$444M -$16.4M -4% 0.48% 114% 196 26.02% 2.1
Gagnon Securities
3319
Gagnon Securities
New York
$444M +$21.4M +5% 8.93% 129% 102 8.82% 4
Wealth Alliance Advisory Group
3320
Wealth Alliance Advisory Group
Kansas
$444M +$13.1M +3% 1.98% 72.7% 201 10.95% 3.5
LA
3321
Lynch & Associates
Indiana
$444M +$10.8M +3% 0.6% 73.5% 122 3.28% 7.2
White Mountains Insurance Group
3322
White Mountains Insurance Group
New Hampshire
$444M -$174M -28% 16.8% 105% 2 0% 2.6
Iridian Asset Management
3323
Iridian Asset Management
Connecticut
$443M -$66.5M -13% 3.11% 88.4% 56 10.71% 3.3
ARG
3324
Advisory Resource Group
Oklahoma
$443M +$7.26M +2% 0.88% 72% 165 10.3% 2.4
MTC
3325
Matrix Trust Company
Colorado
$443M +$763K +0.2% 0.34% 51.4% 175 54.86% 0.9