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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)
Legacy Private Trust
1626
Legacy Private Trust
Wisconsin
$1.37B +$110M +9% 8.33% 71.1% 234 7.69% 5.6
BIP Wealth
1627
BIP Wealth
Georgia
$1.37B +$96.7M +8% 5.64% 51.8% 228 15.79% 0.8
6CM
1628
683 Capital Management
New York
$1.37B +$146M +12% 23.8% 311% 283 60.78% 1.8
NBT Bank
1629
NBT Bank
New York
$1.37B +$89.2M +7% 8.07% 77% 631 8.24% 3.1
CCM
1630
CAAS Capital Management
New York
$1.36B +$417M +44% 16.5% 11% 684 57.16% 0.7
Zions Bancorporation
1631
Zions Bancorporation
Utah
$1.36B -$96M -7% 9.09% 22.9% 934 6.64% 4.6
Hill City Capital
1632
Hill City Capital
Massachusetts
$1.36B +$225M +20% 11.9% 194% 22 9.09% 1.8
Legacy Wealth Management (Tennessee)
1633
Legacy Wealth Management (Tennessee)
Tennessee
$1.36B +$93.7M +7% 6.68% 50.4% 25 12% 4.6
No Street GP LP
1634
No Street GP LP
California
$1.36B +$354M +35% 23.3% 246% 40 40% 0.8
Scheer Rowlett & Associates Investment Management
1635
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.35B +$28.8M +2% 2.91% 74.2% 33 3.03% 6.6
Franklin Street Advisors
1636
Franklin Street Advisors
North Carolina
$1.35B +$131M +11% 13.7% 130% 175 12% 5.7
Clean Energy Transition
1637
Clean Energy Transition
United Kingdom
$1.35B +$342M +34% 13.8% 129% 18 61.11% 0.8
BIT Capital
1638
BIT Capital
Germany
$1.35B +$334M +33% 26.7% 1,162% 143 58.04% 0.8
Zhang Financial
1639
Zhang Financial
Michigan
$1.35B +$186M +16% 8.52% 67.9% 276 11.59% 3.5
BSN Capital Partners
1640
BSN Capital Partners
United Kingdom
$1.35B -$499M -27% 28.3% 183% 10 50% 0.4
Soleus Capital Management
1641
Soleus Capital Management
Connecticut
$1.35B +$446M +50% 36.6% 508% 104 42.31% 0.9
Cantor Fitzgerald Investment Advisors
1642
Cantor Fitzgerald Investment Advisors
New York
$1.35B +$52.7M +4% 7.36% 73.4% 152 5.26% 3.3
Casdin Capital
1643
Casdin Capital
New York
$1.35B +$326M +32% 25.2% 370% 42 21.43% 2.4
Global Alpha Capital Management
1644
Global Alpha Capital Management
Quebec, Canada
$1.35B +$101M +8% 7.96% 80.4% 56 5.36% 3
First Trust Direct Indexing
1645
First Trust Direct Indexing
Massachusetts
$1.34B +$228M +20% 13.3% 69% 858 18.18% 2
Summit Global Investments
1646
Summit Global Investments
Utah
$1.34B -$183M -12% 8.27% 68.4% 620 39.68% 1.2
Shanda Asset Management Holdings
1647
Shanda Asset Management Holdings
British Virgin Islands
$1.34B -$447M -25% 8.3% 125% 6 66.67% 1.3
BOK Financial Private Wealth
1648
BOK Financial Private Wealth
Colorado
$1.34B +$112M +9% 8.02% 61.8% 561 28.16% 2.6
Evanson Asset Management
1649
Evanson Asset Management
California
$1.34B +$112M +9% 6.32% 66.6% 324 13.27% 5
Leonteq Securities AG
1650
Leonteq Securities AG
Switzerland
$1.34B -$411M -23% 3.94% 102% 1,305 17.47% 2