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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
CRM
1901
Cramer Rosenthal McGlynn
Connecticut
$1.36B -$189M -12% 4.14% 70.8% 100 26%
AL
1902
Arnhold LLC
New York
$1.36B +$43.3M +3% 8.93% 133% 120 6.67%
SFM
1903
Stack Financial Management
Montana
$1.36B +$50.2M +4% 11.1% 68.6% 61 18.03%
LWM
1904
Lyell Wealth Management
California
$1.36B -$20.2M -1% 2.36% 99.6% 227 11.01%
VC
1905
Vicus Capital
Pennsylvania
$1.36B +$27M +2% 0.02% 48.6% 271 12.18%
TA
1906
TCM Advisors
West Virginia
$1.36B +$47.6M +4% 0.06% 47.3% 69 0%
ACM
1907
AlphaStar Capital Management
North Carolina
$1.36B -$6.41M -0.5% 2.05% 51.5% 273 23.44%
SEP
1908
Soma Equity Partners
California
$1.36B -$462M -25% 12.7% 112% 28 64.29%
CFIA
1909
Cantor Fitzgerald Investment Advisors
New York
$1.36B +$5.71M +0.4% 3.52% 188 6.91%
MC
1910
Meteora Capital
Florida
$1.36B +$161M +13% 1.58% 54.8% 539 50.28%
WTB
1911
Washington Trust Bank
Washington
$1.36B -$71.7M -5% 0.69% 69.3% 215 12.09%
NCM
1912
Narwhal Capital Management
Georgia
$1.36B -$20.9M -2% 1.29% 93.8% 173 8.09%
KFP
1913
KMG Fiduciary Partners
Ohio
$1.35B -$54.6M -4% 2.36% 98% 273 8.42%
PGH
1914
Partners Group Holding
Switzerland
$1.35B -$130M -9% 8.7% 35.5% 51 5.88%
ME
1915
McIlrath & Eck
Washington
$1.35B +$273M +25% 0.69% 44% 1,722 47.74%
HCA
1916
Heck Capital Advisors
Wisconsin
$1.35B +$6.2M +0.5% 0.9% 59.4% 235 24.26%
CA
1917
CapWealth Advisors
Tennessee
$1.35B -$114M -8% 7.12% 128% 124 7.26%
VHAM
1918
Van Hulzen Asset Management
California
$1.35B -$16.6M -1% 0.25% 75.5% 376 13.3%
PO
1919
PBCay One
United Arab Emirates
$1.34B +$777M +137% 10.3% 19 47.37%
HAM
1920
HoldCo Asset Management
Florida
$1.34B +$14.2M +1% 1.26% 30 6.67%
VV
1921
Verity & Verity
South Carolina
$1.34B +$54.6M +4% 4.41% 56% 156 14.1%
OCMI
1922
Oaktop Capital Management II
New Jersey
$1.34B +$160M +14% 17.2% 224% 14 7.14%
FFW
1923
Fusion Family Wealth
New York
$1.34B +$19.8M +1% 0.39% 45.4% 49 10.2%
NEWAS
1924
N.E.W. Advisory Services
Wisconsin
$1.34B -$14.9M -1% 0.75% 42% 959 11.68%
BFMH
1925
Baring Fintech Manager Holding
Guernsey
$1.34B -$73.3M -5% 5.2% 1 0%