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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
MIM
1851
Marco Investment Management
Georgia
$857M +$68.1M +9% 11.8% 127% 201 7.46%
MBA
1852
Maple-Brown Abbott
Australia
$856M +$79.3M +10% 5.14% 7.92% 18 11.11%
LGM
1853
Logos Global Management
California
$854M +$40.2M +5% 31.5% 1,585% 53 50.94%
BI
1854
Bramshill Investments
Florida
$852M +$147M +21% 5.72% 3.6% 165 32.12%
PBA
1855
Paradigm Biocapital Advisors
New York
$852M +$102M +14% 21.6% 803% 32 40.63%
CWP
1856
Cyndeo Wealth Partners
Florida
$852M 9.38% 83.8% 311
CA
1857
CapWealth Advisors
Tennessee
$851M +$93.1M +12% 12.6% 143% 112 8.93%
BOTW
1858
Bank of the West
California
$851M +$83M +11% 10.1% 35.4% 224 7.59%
LNB
1859
Ledyard National Bank
$850M +$81.3M +11% 10.9% 69.8% 214 13.08%
JSW
1860
Journey Strategic Wealth
New Jersey
$850M +$109M +15% 7.84% 62.2% 261 37.16%
QCM
1861
Quadratic Capital Management
Connecticut
$850M -$156M -16% 0.07% 0.74% 2 0%
AG
1862
Ascent Group
Virginia
$850M +$27.4M +3% 8.96% 83.3% 484 11.57%
NCM
1863
Novare Capital Management
North Carolina
$848M +$66.5M +9% 10.2% 76.5% 187 16.58%
MICM
1864
Matthews International Capital Management
California
$846M +$158M +23% 18.1% 227% 42 19.05%
SFI
1865
SPC Financial Inc
Maryland
$846M +$42.4M +5% 9.71% 65.1% 213 19.72%
FCM
1866
FJ Capital Management
Virginia
$844M +$8.28M +1% 8.08% 97.9% 116 43.1%
SCA
1867
Stonebridge Capital Advisors
Minnesota
$844M +$67.1M +9% 10.3% 80.1% 1,146 22.34%
TCIM
1868
TOMS Capital Investment Management
New York
$844M -$257M -23% 11.6% 203% 18 66.67%
PIM
1869
Provident Investment Management
Michigan
$843M +$62.2M +8% 11.4% 69.5% 67 19.4%
SQA
1870
Simon Quick Advisors
New Jersey
$843M +$135M +19% 6.77% 69.5% 254 23.23%
CIAS
1871
Capital Investment Advisory Services
North Carolina
$843M +$71.1M +9% 6.69% 69.3% 890 18.54%
SG
1872
StoneX Group
New York
$842M +$113M +16% 7.64% 85.2% 800 42.13%
SCM
1873
Sarissa Capital Management
Connecticut
$840M -$44.6M -5% 15.9% 80% 11 0%
BSB
1874
Bangor Savings Bank
Maine
$838M -$29M -3% 6.9% 49.6% 563 8.17%
GL
1875
Graypoint LLC
New York
$838M +$60.6M +8% 8.9% 72.8% 353 15.3%