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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
WDA
2051
Wendell David Associates
New Hampshire
$1B -$9.15M -0.9% 1.93% 46% 156 4.49%
GAM
2052
Gemmer Asset Management
California
$1B -$14.2M -1% 2.11% 90.5% 162 10.49%
PNAA
2053
Pictet North America Advisors
Switzerland
$1B -$51.3M -5% 2.32% 65.9% 151 10.6%
CAM
2054
Cozad Asset Management
Illinois
$1B -$71.8M -7% 3.2% 94% 405 8.4%
ODIJL
2055
One Day In July LLC
Vermont
$999M +$44.9M +5% 2.77% 33.3% 141 9.93%
WTB
2056
Washington Trust Bank
Washington
$998M -$42.8M -4% 2.37% 69.3% 225 16.89%
FG
2057
Fiduciary Group
Georgia
$998M +$964K +0.1% 0.53% 57.4% 276 4.35%
JLBC
2058
J.L. Bainbridge & Co
Florida
$997M -$78.7M -7% 6.97% 93.8% 109 11.01%
AC
2059
AltraVue Capital
Washington
$997M -$204M -17% 2.64% 175% 28 7.14%
SW
2060
SlateStone Wealth
Florida
$996M -$23.2M -2% 1.4% 79.1% 301 7.64%
NPCM
2061
North Peak Capital Management
New York
$996M +$241M +32% 2.4% 21.6% 9 33.33%
SAI
2062
Savvy Advisors Inc
New York
$994M +$163M +20% 1.47% 541 20.89%
ACM
2063
AlphaStar Capital Management
North Carolina
$994M +$37.2M +4% 1.76% 51.5% 209 16.27%
DSCM
2064
Divisadero Street Capital Management
Florida
$994M +$138M +16% 6.47% 640% 120 50.83%
KA
2065
Kintegral Advisory
New York
$992M -$67.1M -6% 4.04% 94.4% 238 0%
SFS
2066
Summit Financial Strategies
Ohio
$992M +$85.5M +9% 1.3% 57.8% 157 10.83%
RA
2067
Rational Advisors
New York
$991M -$32M -3% 0.09% 37.7% 130 31.54%
CCG
2068
Clearlake Capital Group
California
$991M -$235M -19% 18.6% 32.2% 6 0%
QI
2069
QV Investors
Alberta, Canada
$990M +$20.5M +2% 0.03% 66.3% 69 14.49%
AL
2070
Arnhold LLC
New York
$990M -$24.6M -2% 3.4% 156% 121 8.26%
TCBWMS
2071
Texas Capital Bank Wealth Management Services
Texas
$990M +$11.8M +1% 3.42% 68.2% 218 29.36%
MW
2072
MBL Wealth
North Carolina
$990M -$6.92M -0.7% 0.63% 47.7% 241 14.94%
LOIM
2073
Liberty One Investment Management
Illinois
$988M +$65.4M +7% 5.62% 38.8% 155 10.32%
GECH
2074
Garnet Equity Capital Holdings
New York
$988M +$293M +42% 2.54% 230% 29 27.59%
TSAM
2075
Trinity Street Asset Management
United Kingdom
$988M -$30.9M -3% 5.2% 78.9% 17 23.53%