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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
RT
1626
Rockland Trust
Massachusetts
$624M +$47.1M +8% 5.29% 51% 167 10.78%
CC
1627
Crosslink Capital
California
$624M +$69.3M +12% 2.02% 105% 39 30.77%
BCM
1628
Brenham Capital Management
Texas
$624M -$219M -26% 10.8% 234% 17 58.82%
STB
1629
S&T Bank
Pennsylvania
$623M +$21.2M +4% 12.8% 94.2% 85 9.41%
CWM
1630
Calamos Wealth Management
Illinois
$621M +$36.3M +6% 3.07% 81.7% 238 15.13%
TM
1631
TSG6 Management
California
$620M -$300M -33% 0.15% 1 0%
DK
1632
Darrell & King
Virginia
$619M +$38.4M +7% 7.99% 51 9.8%
KRSITF
1633
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$619M -$12.6M -2% 4.66% 89.2% 486 4.73%
AF
1634
Alerus Financial
North Dakota
$619M +$619K +0.1% 2.2% 77.4% 129 12.4%
CA
1635
Clearstead Advisors
Ohio
$618M 10.2% 59.5% 206
TTWM
1636
TCV Trust & Wealth Management
Virginia
$617M +$26.5M +4% 3.01% 69% 184 15.22%
MIAN
1637
Mariner Independent Advisor Network
Kansas
$616M -$85.4M -12% 1.79% 39.5% 215 51.63%
BWM
1638
Braver Wealth Management
Massachusetts
$616M +$18.9M +3% 4.63% 20.4% 163 25.15%
CCM
1639
Coldstream Capital Management
Washington
$615M +$50.3M +9% 3.37% 59% 262 23.66%
FHB
1640
First Hawaiian Bank
Hawaii
$614M +$28M +5% 2.25% 67.1% 99 14.14%
CPP
1641
Crow Point Partners
Massachusetts
$614M -$24.4M -4% 0.33% 56.9% 366 37.7%
FWM
1642
Frontier Wealth Management
Missouri
$612M -$46.8M -7% 1.34% 42.8% 427 21.55%
UM
1643
Ulysses Management
New York
$611M -$246M -29% 21.7% 48.7% 56 44.64%
BFEC
1644
Benjamin F. Edwards & Company
Missouri
$611M +$45.2M +8% 1.54% 19.7% 1,308 17.89%
TS
1645
Twin Securities
New York
$610M +$36M +6% 1.38% 467% 28 67.86%
GW
1646
GW & Wade
Massachusetts
$608M +$52.1M +9% 3.86% 32.2% 245 14.29%
MC
1647
Moors & Cabot
Massachusetts
$608M +$9.37M +2% 3.69% 102% 610 21.97%
BT
1648
Beacon Trust
New Jersey
$608M +$10.9M +2% 2.98% 33% 189 12.17%
EIM
1649
Essex Investment Management
Massachusetts
$607M -$13.7M -2% 3.93% 272% 410 36.59%
BGCP
1650
Bristol Gate Capital Partners
Ontario, Canada
$607M +$26.5M +5% 4.18% 56.1% 25 28%