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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)
Baker Avenue Asset Management
1526
Baker Avenue Asset Management
California
$658M -$38.3M -6% 0.27% 95.6% 209 31.1% 1.2
SMA
1527
Simply Money Advisors
Ohio
$656M -$8.96M -1% 1.04% 11.5% 26 11.54% 1.6
SG
1528
Swarthmore Group
Pennsylvania
$655M -$278M -30% 1.9% 44.2% 58 25.86% 1.4
Geneos Wealth Management
1529
Geneos Wealth Management
Colorado
$654M – – 3.54% 66.7% 1,783 – 0
CM
1530
Crestline Management
Texas
$654M -$479M -42% 13.4% 80.2% 1 0% 1.3
First National Trust
1531
First National Trust
Pennsylvania
$653M +$21.2M +3% 1.62% 82.9% 317 14.51% 2
Carnegie Investment Counsel
1532
Carnegie Investment Counsel
Ohio
$653M +$76.6M +13% 1.76% 101% 305 7.54% 1.9
FC
1533
Foundation Capital
California
$653M -$168M -20% 15.7% – 9 0% 1.4
EP Wealth Advisors
1534
EP Wealth Advisors
California
$652M +$57.2M +10% 2.27% – 171 35.09% 1.6
TT
1535
Tiedemann Trust
Delaware
$651M -$37.3M -5% 1.83% 18.9% 82 23.17% 1.4
PCP
1536
P2 Capital Partners
New York
$649M +$56.1M +9% 4.96% 7.96% 15 13.33% 1.8
MP
1537
Makaira Partners
California
$647M +$41.2M +7% 9.57% 22% 13 23.08% 2.1
Glazer Capital LLC
1538
Glazer Capital LLC
New York
$647M -$28.2M -4% 7.55% 323% 121 59.5% 0.4
AAP
1539
Ardsley Advisory Partners
Connecticut
$647M -$121M -16% 2.14% 555% 218 72.02% 0.4
SouthState Corp
1540
SouthState Corp
Florida
$643M +$5.56M +0.9% 1.89% 78.9% 222 13.51% 2.2
BAM
1541
Berkshire Asset Management
Pennsylvania
$643M +$38.4M +6% 1.58% 70.4% 171 18.13% 2
EIA
1542
Edgemoor Investment Advisors
Maryland
$642M -$24.5M -4% 1.86% 109% 141 17.73% 2.1
TM
1543
Thrax Management
New York
$641M +$156M +32% 1.17% – 156 73.72% 0.1
MIM
1544
Martin Investment Management
Florida
$641M +$10.9M +2% 2.35% 44.7% 49 30.61% 1.9
WB
1545
Webster Bank
Connecticut
$641M +$17.4M +3% 2.21% 77.5% 221 10.41% 2
PWAG
1546
Polaris Wealth Advisory Group
California
$640M +$20.1M +3% 4% 64% 163 49.69% 0.6
WA
1547
Westport Advisers
Connecticut
$640M -$51.6M -7% 3.02% 39.2% 44 6.82% 2.5
EI
1548
EAM Investors
California
$639M -$125M -16% 11.6% 6,012% 408 53.68% 0.4
PS
1549
Portfolio Solutions
Michigan
$639M +$12.3M +2% 1.09% 11.6% 27 51.85% 0.7
MCM
1550
Murphy Capital Management
New Jersey
$638M -$17.6M -3% 2.16% 41.6% 336 19.64% 2