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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
LPT
1626
Legacy Private Trust
Wisconsin
$1.37B +$110M +9% 8.33% 63.5% 234 7.69%
BW
1627
BIP Wealth
Georgia
$1.37B +$96.7M +8% 5.64% 47.4% 228 15.79%
6CM
1628
683 Capital Management
New York
$1.37B +$146M +12% 23.8% 311% 283 60.78%
NB
1629
NBT Bank
New York
$1.37B +$89.2M +7% 8.07% 68.2% 631 8.24%
CCM
1630
CAAS Capital Management
New York
$1.36B +$417M +44% 16.5% 11% 684 57.16%
ZB
1631
Zions Bancorporation
Utah
$1.36B -$96M -7% 9.09% 22.9% 934 6.64%
HCC
1632
Hill City Capital
Massachusetts
$1.36B +$225M +20% 11.9% 194% 22 9.09%
LWMT
1633
Legacy Wealth Management (Tennessee)
Tennessee
$1.36B +$93.7M +7% 6.68% 46.9% 25 12%
NSGL
1634
No Street GP LP
California
$1.36B +$354M +35% 23.3% 246% 40 40%
SRAIM
1635
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.35B +$28.8M +2% 2.91% 74.2% 33 3.03%
FSA
1636
Franklin Street Advisors
North Carolina
$1.35B +$131M +11% 13.7% 113% 175 12%
CET
1637
Clean Energy Transition
United Kingdom
$1.35B +$342M +34% 13.8% 129% 18 61.11%
BC
1638
BIT Capital
Germany
$1.35B +$334M +33% 26.7% 1,162% 143 58.04%
ZF
1639
Zhang Financial
Michigan
$1.35B +$186M +16% 8.52% 67.9% 276 11.59%
BCP
1640
BSN Capital Partners
United Kingdom
$1.35B -$499M -27% 28.3% 168% 10 50%
SCM
1641
Soleus Capital Management
Connecticut
$1.35B +$446M +50% 36.6% 508% 104 42.31%
CFIA
1642
Cantor Fitzgerald Investment Advisors
New York
$1.35B +$52.7M +4% 7.36% 152 5.26%
CC
1643
Casdin Capital
New York
$1.35B +$326M +32% 25.2% 370% 42 21.43%
GACM
1644
Global Alpha Capital Management
Quebec, Canada
$1.35B +$101M +8% 7.96% 80.4% 56 5.36%
FTDI
1645
First Trust Direct Indexing
Massachusetts
$1.34B +$228M +20% 13.3% 69% 858 18.18%
SGI
1646
Summit Global Investments
Utah
$1.34B -$183M -12% 8.27% 60.4% 620 39.68%
SAMH
1647
Shanda Asset Management Holdings
British Virgin Islands
$1.34B -$447M -25% 8.3% 125% 6 66.67%
BFPW
1648
BOK Financial Private Wealth
Colorado
$1.34B +$112M +9% 8.02% 61.8% 561 28.16%
EAM
1649
Evanson Asset Management
California
$1.34B +$112M +9% 6.32% 66.6% 324 13.27%
LSA
1650
Leonteq Securities AG
Switzerland
$1.34B -$411M -23% 3.94% 74.7% 1,305 17.47%