We are live on ! Find out more

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
GIM
1901
Grassi Investment Management
California
$1.26B +$176M +16% 21.8% 170% 129 6.2%
CNAM
1902
Campbell Newman Asset Management
Wisconsin
$1.26B +$76.7M +7% 14.1% 108% 111 9.91%
NIM
1903
Needham Investment Management
New York
$1.25B +$187M +18% 32% 267% 155 6.45%
HCM
1904
Hilton Capital Management
New York
$1.25B +$76.4M +6% 6.53% 51.5% 182 18.68%
FIM
1905
Freedom Investment Management
Connecticut
$1.25B +$61.7M +5% 10.9% 58.5% 792 14.39%
FAT
1906
First American Trust
California
$1.25B +$165M +15% 10.3% 75.4% 261 14.18%
TWM
1907
Tradition Wealth Management
Minnesota
$1.25B +$116M +10% 9.56% 54.3% 476 11.13%
CET
1908
Clean Energy Transition
United Kingdom
$1.25B +$441M +55% 15.2% 111% 19 42.11%
HR
1909
Hardy Reed
Mississippi
$1.25B +$114M +10% 9.84% 57.7% 257 12.06%
NCM
1910
Narwhal Capital Management
Georgia
$1.25B +$123M +11% 12.4% 93.8% 172 12.21%
SRC
1911
Shufro Rose & Co
New York
$1.24B -$22M -2% 5.11% 47.5% 314 1.27%
AAIM
1912
American Assets Investment Management
California
$1.24B +$101M +9% 9.83% 413% 147 3.4%
MDSL
1913
M.D. Sass LLC
New York
$1.24B +$106M +9% 12.5% 54.6% 40 32.5%
TCMI
1914
Technology Crossover Management IX
California
$1.24B +$92.6M +8% 20.5% 41% 6 0%
TCA
1915
Taconic Capital Advisors
New York
$1.24B -$173M -12% 14.1% 249% 91 46.15%
F1I
1916
Fund 1 Investments
Puerto Rico
$1.24B -$997M -45% 13.9% 78.6% 94 71.28%
IAIM
1917
International Assets Investment Management
Florida
$1.24B +$98M +9% 12.1% 85% 905 22.65%
CF
1918
Cypress Funds
California
$1.24B +$145M +13% 19.8% 114% 16 0%
WC
1919
Waterloo Capital
Texas
$1.24B +$163M +15% 9.27% 65% 492 28.05%
SIM
1920
Sprucegrove Investment Management
Ontario, Canada
$1.24B +$308M +33% 15.8% 39.4% 44 29.55%
RIA
1921
Recurrent Investment Advisors
Texas
$1.24B +$55.5M +5% 1.97% 109% 67 7.46%
1CP
1922
1607 Capital Partners
Virginia
$1.23B -$7.81M -0.6% 4.88% 19.1% 125 7.2%
WTA
1923
Washington Trust Advisors
Massachusetts
$1.23B +$105M +9% 12.6% 71.2% 656 5.64%
SOS
1924
Silver Oak Securities
Tennessee
$1.23B +$141M +13% 8.72% 54.6% 733 15.55%
NCM
1925
Novare Capital Management
North Carolina
$1.23B +$86.1M +8% 9.86% 65.7% 208 15.38%