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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
AGDR
1651
AdamCapital Gestao de Recursos
Brazil
$836M -$52.5M -6% 16.1% 10.7% 9 0%
AWM
1652
Altium Wealth Management
New York
$836M +$93.5M +13% 7.49% 24.9% 311 14.15%
MJRIC
1653
Mogy Joel R Investment Counsel
California
$834M +$43.8M +6% 8.41% 97.3% 120 7.5%
MRG
1654
Milestone Resources Group
British Virgin Islands
$834M 10.2% 95% 10
AAM
1655
Anglepoint Asset Management
Cayman Islands
$832M 27.2% 15
ICP
1656
Ironvine Capital Partners
Nebraska
$832M +$150M +22% 10.5% 58.8% 76 22.37%
PFC
1657
Phocas Financial Corp
California
$832M -$106M -11% 9.04% 208 18.27%
PC
1658
Periscope Capital
Ontario, Canada
$830M +$59.5M +8% 1.33% 28.8% 276 32.61%
QCG
1659
Quadrant Capital Group
Ohio
$829M +$179M +28% 6.88% 105% 2,612 12.6%
HCM
1660
Hilton Capital Management
New York
$827M +$54.9M +7% 3.07% 58.2% 324 64.81%
MAM
1661
Myriad Asset Management
Hong Kong
$826M -$149M -15% 17.2% 149% 123 43.9%
AAS
1662
Annex Advisory Services
Wisconsin
$825M +$81M +11% 8.83% 77.9% 135 10.37%
CAW
1663
Cornerstone Advisors (Washington)
Washington
$825M +$75M +10% 7.96% 24.3% 775 6.19%
KBG
1664
Kahn Brothers Group
New York
$825M +$27.1M +3% 8.01% 53.4% 48 2.08%
BOTOTLSJU
1665
Board of Trustees of The Leland Stanford Junior University
California
$824M -$97.2M -11% 49.2% 142% 33 33.33%
LNB
1666
Ledyard National Bank
$824M +$67.2M +9% 8.48% 69.8% 259 8.11%
CA
1667
Clearstead Advisors
Ohio
$824M +$76.9M +10% 8.4% 71.4% 290 11.03%
VWM
1668
Venturi Wealth Management
Texas
$824M +$47.3M +6% 6.22% 101% 244 11.89%
TTWM
1669
TCV Trust & Wealth Management
Virginia
$823M +$50.1M +6% 7.88% 69% 201 5.97%
TIAAOA
1670
Teachers Insurance & Annuity Association of America
New York
$822M -$29.8M -3% 0.35% 157 2.55%
BWM
1671
Baystate Wealth Management
Massachusetts
$821M +$62M +8% 6.21% 14.6% 697 14.2%
RIM
1672
Rampart Investment Management
Connecticut
$821M +$14.9M +2% 7.45% 74% 551 4.9%
CL
1673
CPWM LLC
Washington
$820M +$57.8M +8% 7.78% 36.6% 289 11.76%
MCM
1674
MKP Capital Management
New York
$819M +$606M +285% 5.96% 69.8% 64 54.69%
OC
1675
ORIX Corp
Japan
$819M +$2.53M +0.3% 0.31% 11.7% 1 0%