We are live on ! Find out more

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
CM
1501
Crestline Management
Texas
$654M -$479M -42% 13.4% 52.5% 1 0%
FNT
1502
First National Trust
Pennsylvania
$653M +$21.2M +3% 1.62% 70.6% 317 14.51%
CIC
1503
Carnegie Investment Counsel
Ohio
$653M +$76.6M +13% 1.76% 93.6% 305 7.54%
FC
1504
Foundation Capital
California
$653M -$168M -20% 15.7% 9 0%
EWA
1505
EP Wealth Advisors
California
$652M +$57.2M +10% 2.27% 171 35.09%
TT
1506
Tiedemann Trust
Delaware
$651M -$37.3M -5% 1.83% 18.9% 82 23.17%
PCP
1507
P2 Capital Partners
New York
$649M +$56.1M +9% 4.96% 0.1% 15 13.33%
MP
1508
Makaira Partners
California
$647M +$41.2M +7% 9.57% 22% 13 23.08%
GCL
1509
Glazer Capital LLC
New York
$647M -$28.2M -4% 7.55% 319% 121 59.5%
AAP
1510
Ardsley Advisory Partners
Connecticut
$647M -$121M -16% 2.14% 555% 218 72.02%
SC
1511
SouthState Corp
Florida
$643M +$5.56M +0.9% 1.89% 68.2% 222 13.51%
BAM
1512
Berkshire Asset Management
Pennsylvania
$643M +$38.4M +6% 1.58% 51.7% 171 18.13%
EIA
1513
Edgemoor Investment Advisors
Maryland
$642M -$24.5M -4% 1.86% 88.5% 141 17.73%
TM
1514
Thrax Management
New York
$641M +$156M +32% 1.17% 156 73.72%
MIM
1515
Martin Investment Management
Florida
$641M +$10.9M +2% 2.35% 44.7% 49 30.61%
WB
1516
Webster Bank
Connecticut
$641M +$17.4M +3% 2.21% 77.5% 221 10.41%
PWAG
1517
Polaris Wealth Advisory Group
California
$640M +$20.1M +3% 4% 64% 163 49.69%
WA
1518
Westport Advisers
Connecticut
$640M -$51.6M -7% 3.02% 39.2% 44 6.82%
EI
1519
EAM Investors
California
$639M -$125M -16% 11.6% 5,228% 408 53.68%
PS
1520
Portfolio Solutions
Michigan
$639M +$12.3M +2% 1.09% 11.6% 27 51.85%
MCM
1521
Murphy Capital Management
New Jersey
$638M -$17.6M -3% 2.16% 41.6% 336 19.64%
CCWA
1522
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$637M +$41.9M +7% 1.42% 42.3% 118 19.49%
SCA
1523
Summit Creek Advisors
Minnesota
$636M +$37M +6% 1.47% 47.8% 51 7.84%
SC
1524
SRB Corp
Massachusetts
$635M +$18.9M +3% 2.78% 53.1% 190 31.58%
MLL
1525
Moody Lynn & Lieberson
Massachusetts
$635M -$738K -0.1% 4.39% 128% 205 39.02%