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
WTB
1901
Washington Trust Bank
Washington
$1.36B +$177M +15% 7.37% 80.5% 210 10.95%
UM
1902
Ulysses Management
New York
$1.36B +$371M +37% 2.51% 51.8% 67 43.28%
AAIM
1903
American Assets Investment Management
California
$1.36B +$117M +9% 16.1% 507% 145 3.45%
CET
1904
Clean Energy Transition
United Kingdom
$1.36B +$113M +9% 14% 129% 21 47.62%
BFS
1905
Baskin Financial Services
Ontario, Canada
$1.36B +$38M +3% 4.07% 60% 52 0%
SC
1906
Styrax Capital
New York
$1.36B -$45M -3% 2.42% 310% 12 41.67%
APCM
1907
Alaska Permanent Capital Management
Alaska
$1.36B +$69M +5% 5.11% 42.8% 45 20%
FCCPG
1908
FountainVest China Capital Partners GP3
Cayman Islands
$1.36B -$239M -15% 13.3% 121% 2 0%
HR
1909
Hardy Reed
Mississippi
$1.36B +$110M +9% 7.75% 69.7% 261 13.41%
FACM
1910
Forest Avenue Capital Management
Florida
$1.36B +$75.2M +6% 9.86% 415% 27 55.56%
AT
1911
Avenir Tech
Hong Kong
$1.36B +$43.9M +3% 6.78% 46 52.17%
PMG
1912
ProVise Management Group
Florida
$1.36B +$90.6M +7% 7.16% 66.8% 268 7.84%
COLIM
1913
City of London Investment Management
United Kingdom
$1.35B +$277M +26% 12.9% 102% 98 32.65%
MP
1914
Mangrove Partners
Connecticut
$1.35B +$422M +45% 13.4% 185% 264 74.62%
TWM
1915
Tradition Wealth Management
Minnesota
$1.35B +$100M +8% 8.86% 69.6% 512 15.04%
JAG
1916
Journey Advisory Group
Kentucky
$1.35B +$64.3M +5% 7.57% 66.2% 289 11.76%
NCM
1917
Narwhal Capital Management
Georgia
$1.35B +$105M +8% 10.7% 93.8% 171 9.36%
MCM
1918
Mill Capital Management
North Carolina
$1.35B +$73.5M +6% 7.76% 104% 123 3.25%
WP
1919
Warburg Pincus
New York
$1.35B +$170M +14% 32.7% 3.59% 5 20%
CIAS
1920
CFS Investment Advisory Services
New Jersey
$1.35B +$125M +10% 6.67% 54.1% 349 9.46%
LWM
1921
Lyell Wealth Management
California
$1.35B +$80.2M +6% 8.68% 128% 224 8.04%
LGWM
1922
Litman Gregory Wealth Management
California
$1.35B +$74.5M +6% 7.25% 55.5% 151 11.26%
VHAM
1923
Van Hulzen Asset Management
California
$1.35B +$147M +12% 8.9% 86.3% 349 10.6%
WC
1924
Waterloo Capital
Texas
$1.34B +$107M +9% 7.13% 79.8% 501 18.16%
FLII
1925
First Long Island Investors
New York
$1.34B +$70.7M +6% 6.94% 85.5% 72 13.89%