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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 Avg Holding
Period (Yrs)
Tema ETFs
2051
Tema ETFs
New York
$1.2B +$828M +220% 10.9% – 529 72.02% 0.2
J.M. Forbes & Co
2052
J.M. Forbes & Co
Massachusetts
$1.2B +$110M +10% 9.87% 112% 144 4.86% 6.7
SPX Gestao de Recursos
2053
SPX Gestao de Recursos
Brazil
$1.2B +$131M +12% 13% 98.1% 214 70.56% 0.4
Retirement Investment Advisors
2054
Retirement Investment Advisors
Oklahoma
$1.2B +$91.3M +8% 5.66% – 68 14.71% 2
Intrust Bank
2055
Intrust Bank
Kansas
$1.2B +$74M +7% 8.37% 102% 423 9.93% 6.2
Bangor Savings Bank
2056
Bangor Savings Bank
Maine
$1.2B +$81.8M +7% 5.95% 54.6% 573 12.57% 4.2
Casdin Capital
2057
Casdin Capital
New York
$1.2B +$101M +9% 25.9% 370% 38 28.95% 2.8
GSA Capital Partners
2058
GSA Capital Partners
United Kingdom
$1.2B -$229M -16% 13.7% 94.7% 2,198 50.27% 0.6
J.L. Bainbridge & Co
2059
J.L. Bainbridge & Co
Florida
$1.2B +$95.9M +9% 10% 118% 112 10.71% 3.4
MONECO Advisors
2060
MONECO Advisors
Connecticut
$1.2B +$123M +11% 7.06% 70.5% 517 13.93% 2.7
Bristlecone Advisors
2061
Bristlecone Advisors
Washington
$1.2B +$5.72M +0.5% 7.49% 103% 315 33.02% 5.1
Tompkins Financial
2062
Tompkins Financial
New York
$1.2B +$108M +10% 6.98% 84.4% 561 6.42% 5.5
AL
2063
Arnhold LLC
New York
$1.2B +$98.5M +9% 11.8% 164% 123 8.94% 4.5
RMR Wealth Builders
2064
RMR Wealth Builders
New Jersey
$1.19B +$94.7M +9% 7.42% 91.7% 304 13.49% 2.8
Sone Capital Management
2065
Sone Capital Management
New York
$1.19B +$111M +10% 3.2% – 128 48.44% 0.4
TCV Trust & Wealth Management
2066
TCV Trust & Wealth Management
Virginia
$1.19B +$50.3M +4% 7.17% 75.3% 229 10.92% 6.5
Quent Capital
2067
Quent Capital
New York
$1.19B +$157M +15% 7.7% 78.1% 1,428 80.18% 0.7
Crédit Industriel et Commercial
2068
Crédit Industriel et Commercial
France
$1.19B +$24.9M +2% 12.4% – 439 34.4% 0.5
Vista Equity Partners Management
2069
Vista Equity Partners Management
California
$1.19B +$217M +22% 16.9% 3.45% 3 33.33% 3.1
Strategic Wealth Investment Group
2070
Strategic Wealth Investment Group
Kentucky
$1.19B +$1.12B +1,620% 6.02% – 205 62.93% 1.4
Technology Crossover Management X
2071
Technology Crossover Management X
California
$1.19B +$291M +32% 13% 73.1% 7 14.29% 3.7
Park West Asset Management
2072
Park West Asset Management
California
$1.19B -$135M -10% 19.8% 181% 59 47.46% 1
Lansdowne Partners (UK)
2073
Lansdowne Partners (UK)
United Kingdom
$1.19B +$415M +54% 16.2% 293% 24 25% 2.2
Moody National Bank Trust Division
2074
Moody National Bank Trust Division
Texas
$1.18B +$91.1M +8% 9.65% 115% 534 14.61% 4.6
American Trust
2075
American Trust
Kentucky
$1.18B +$122M +12% 6.75% 59% 359 24.79% 1.1