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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
PTC
1851
Philadelphia Trust Company
Pennsylvania
$1.3B +$135M +12% 18.5% 141% 257 10.89%
ACP
1852
Atalan Capital Partners
New York
$1.3B +$250M +24% 21.5% 185% 12 25%
KCM
1853
Kathmere Capital Management
Pennsylvania
$1.3B +$122M +10% 6.81% 47% 511 19.77%
AHSSHC
1854
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.3B -$1.22B -48% 5.47% 23.8% 24 20.83%
YIA
1855
YHB Investment Advisors
Connecticut
$1.3B +$98.2M +8% 10.1% 85.7% 305 6.89%
NCGI
1856
Next Century Growth Investors
Minnesota
$1.29B +$170M +15% 26.6% 306% 136 19.12%
TCA
1857
Transcend Capital Advisors
New Jersey
$1.29B -$99.8M -7% 7.75% 61.2% 722 31.44%
YL
1858
YCG LLC
Texas
$1.29B +$17M +1% 5.4% 36.9% 38 5.26%
BHWM
1859
Beaird Harris Wealth Management
Texas
$1.29B +$116M +10% 6.61% 41.3% 642 24.14%
HTHT
1860
Hemenway Trust Hemenway Trust
New Hampshire
$1.29B +$64.2M +5% 7.46% 58.4% 134 10.45%
NPT
1861
Nixon Peabody Trust
Massachusetts
$1.29B +$113M +10% 12.2% 75.5% 157 8.28%
APCM
1862
Alaska Permanent Capital Management
Alaska
$1.29B +$104M +9% 6.35% 32.5% 41 24.39%
LFS
1863
Lutz Financial Services
Nebraska
$1.29B +$66.7M +5% 4.32% 28.7% 98 4.08%
CWM
1864
Cahaba Wealth Management
Georgia
$1.29B +$78.4M +6% 6.91% 36.7% 162 13.58%
LWL
1865
Leo Wealth LLC
Texas
$1.29B +$590M +85% 8.79% 401 36.91%
JAG
1866
Journey Advisory Group
Kentucky
$1.29B +$63.7M +5% 6.64% 58.7% 295 13.22%
LDB
1867
Lee, Danner & Bass
Tennessee
$1.29B +$49.1M +4% 6.02% 229 6.55%
MAM
1868
Mark Asset Management
New York
$1.28B +$251M +24% 29.1% 234% 64 37.5%
NI
1869
Nuance Investments
Missouri
$1.28B -$239M -16% 1.5% 6.33% 53 20.75%
ACM
1870
Ashe Capital Management
New Jersey
$1.28B +$165M +15% 16.4% 57.3% 7 0%
AIA
1871
Ally Invest Advisors
North Carolina
$1.28B +$115M +10% 7.58% 32.2% 76 6.58%
PWP
1872
Private Wealth Partners
California
$1.28B +$74.6M +6% 12.1% 92.8% 185 18.38%
FACM
1873
Forest Avenue Capital Management
Florida
$1.28B +$550M +75% 44.4% 330% 19 31.58%
MYIA
1874
Mount Yale Investment Advisors
Colorado
$1.28B +$115M +10% 9.36% 69.4% 1,519 66.49%
GS
1875
Gilead Sciences
California
$1.28B +$98.9M +8% 14.1% 14 0%