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
LPT
1526
Legacy Private Trust
Wisconsin
$968M +$60.5M +7% 7.29% 63.5% 218 9.63%
SGI
1527
Summit Global Investments
Utah
$968M +$101M +12% 8.71% 47.3% 276 25%
JCM
1528
Jag Capital Management
Missouri
$968M +$111M +13% 14.8% 178% 187 18.72%
EC
1529
Engaged Capital
California
$967M +$38.8M +4% 21.1% 16.3% 12 33.33%
RVPG
1530
Relative Value Partners Group
$965M +$12.1M +1% 3.66% 8.9% 192 10.42%
OC
1531
Oakmont Corp
California
$964M +$196M +26% 25.8% 75.2% 27 18.52%
CRCM
1532
Cat Rock Capital Management
Connecticut
$963M +$16.1M +2% 8.9% 61.3% 14 42.86%
CIAS
1533
CBIZ Investment Advisory Services
Ohio
$962M +$54.4M +6% 5.72% 39.3% 110 0%
AWM
1534
Altium Wealth Management
New York
$962M +$71.9M +8% 7.77% 24.9% 352 10.51%
NCGI
1535
Next Century Growth Investors
Minnesota
$961M +$82.3M +9% 25% 306% 133 12.03%
IFLIT
1536
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$960M +$67.8M +8% 11% 45.7% 21 23.81%
BFPW
1537
BOK Financial Private Wealth
Colorado
$960M +$4.06M +0.4% 7.49% 53.2% 179 16.76%
AIM
1538
Avity Investment Management
Connecticut
$960M +$69M +8% 8.99% 104% 73 8.22%
PTC
1539
Petrus Trust Company
Texas
$959M +$101M +12% 7.73% 25.1% 404 72.52%
OSIA
1540
O'Shares Investment Advisers
Massachusetts
$959M +$162M +20% 11.8% 71.8% 353 49.01%
SC
1541
SouthState Corp
Florida
$958M +$142M +17% 8.45% 68.2% 351 35.33%
AC
1542
Avenir Corporation
Virginia
$958M +$80.2M +9% 10.1% 42.6% 70 11.43%
WFMPM
1543
Woodley Farra Manion Portfolio Management
Indiana
$958M +$961K +0.1% 9.73% 66.5% 448 81.92%
CT
1544
CGM Trust
Massachusetts
$957M 33% 46
CGM
1545
Capital Growth Management
Massachusetts
$957M +$96.5M +11% 33% 422% 69 73.91%
6M
1546
6 Meridian
Kansas
$957M +$13.3M +1% 3.47% 45.7% 420 55.95%
VMV
1547
Venrock Management VI
California
$957M +$93.1M +11% 39.6% 3 66.67%
CP
1548
Cumberland Partners
Ontario, Canada
$956M -$7.47M -0.8% 9.34% 88.5% 168 18.45%
GAM
1549
Guinness Asset Management
United Kingdom
$955M +$110M +13% 6.85% 57.8% 110 26.36%
WAM
1550
World Asset Management
Michigan
$955M +$56.9M +6% 10.4% 85% 817 7.71%