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
BCM
1576
Basso Capital Management
Connecticut
$626M -$26M -4% 0.3% 85.5% 151 31.79%
TI
1577
Truepoint Inc
Ohio
$625M +$33.5M +6% 3.66% 34.9% 32 6.25%
DSI
1578
Daiwa SB Investments
Japan
$624M -$174M -22% 5% 60.5% 170 40.59%
OC
1579
Oakmont Corp
California
$624M +$67.5M +12% 11.1% 75.2% 22 40.91%
AIM
1580
Avity Investment Management
Connecticut
$623M +$35.9M +6% 6.77% 104% 70 14.29%
SKK
1581
Shepherd Kaplan Krochuk
Massachusetts
$622M -$158M -20% 12.7% 29.8% 632 38.29%
IHL
1582
Investment House LLC
California
$620M +$18.6M +3% 5.26% 103% 162 8.64%
CDH
1583
Charles D. Hyman
$620M +$21.9M +4% 4.21% 36.8% 153 6.54%
TL
1584
Tirschwell & Loewy
New York
$619M +$20.4M +3% 5.2% 78% 86 5.81%
BFPW
1585
BOK Financial Private Wealth
Colorado
$615M +$18.9M +3% 2.75% 53.2% 86 15.12%
GCAC
1586
Guardian Capital Advisors (Canada)
Ontario, Canada
$615M +$13.6M +2% 0.56% 26.1% 186 11.83%
GF
1587
Gerstein Fisher
New York
$614M +$45.9M +8% 3.34% 33.8% 417 16.07%
PGCM
1588
Prescott Group Capital Management
Oklahoma
$612M +$105M +21% 3.06% 124% 274 44.89%
PAM
1589
PartnerRe Asset Management
Connecticut
$612M +$103M +20% 3.8% 525 1.9%
FHB
1590
First Hawaiian Bank
Hawaii
$611M +$16.1M +3% 2.84% 67.1% 137 16.06%
FMWA
1591
Forvis Mazars Wealth Advisors
Missouri
$611M +$32.1M +6% 1.57% 51.2% 156 13.46%
WAM
1592
Winslow Asset Management
Ohio
$610M +$46.4M +8% 8.92% 83.3% 94 9.57%
TPCM
1593
Tide Point Capital Management
Connecticut
$608M +$151M +33% 12.3% 144% 58 81.03%
MCM
1594
Maryland Capital Management
Maryland
$608M +$29.5M +5% 4.36% 44.5% 196 13.27%
AIM
1595
Astor Investment Management
Illinois
$608M +$85.7M +16% 4.08% 23.3% 36 13.89%
MIM
1596
Martin Investment Management
Florida
$608M +$41.2M +7% 5.14% 44.7% 51 13.73%
TTWM
1597
TCV Trust & Wealth Management
Virginia
$608M +$15.2M +3% 3.1% 69% 177 7.91%
GI
1598
Gradient Investments
Minnesota
$607M +$54.1M +10% 1.57% 60.5% 615 24.39%
FIB
1599
First Interstate Bank
Montana
$607M +$140M +30% 2.88% 48.2% 125 22.4%
EWA
1600
EP Wealth Advisors
California
$607M -$10.7M -2% 4.12% 145 26.9%