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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
NC
2076
NewSquare Capital
Pennsylvania
$844M +$80.9M +11% 5.08% 76.5% 381 16.8%
WTB
2077
Washington Trust Bank
Washington
$844M +$32.3M +4% 6.07% 69.3% 194 7.73%
SWM
2078
Segment Wealth Management
Texas
$843M +$88.6M +12% 15.6% 102% 239 7.11%
BWM
2079
BerganKDV Wealth Management
Minnesota
$843M +$64.1M +8% 4.26% 27.9% 1,030 8.25%
GIA
2080
Gladstone Institutional Advisory
Florida
$842M +$198M +31% 6.81% 85.6% 558 33.51%
SFI
2081
Siemens Fonds Invest
Germany
$842M -$190M -18% 8.75% 95.6% 195 19.49%
DG
2082
DigitalBridge Group
Florida
$841M +$57.5M +7% 8.45% 112% 50 18%
SJIC
2083
St. James Investment Company
Texas
$841M +$85.4M +11% 3.11% 47.7% 37 0%
DWM
2084
Dakota Wealth Management
Florida
$840M +$78M +10% 8.04% 93% 362 21.27%
JLBC
2085
J.L. Bainbridge & Co
Florida
$837M +$79.2M +10% 9.17% 93.8% 94 9.57%
SCA
2086
Summit Creek Advisors
Minnesota
$837M -$2.1M -0.3% 5.72% 47.8% 74 12.16%
CHCM
2087
Columbus Hill Capital Management
New Jersey
$837M +$13.8M +2% 6.11% 78.9% 45 44.44%
MIM
2088
Monashee Investment Management
Massachusetts
$836M +$186M +29% 5.08% 447% 597 65.83%
KGAMU
2089
KPS Global Asset Management (UK)
United Kingdom
$835M +$103M +14% 10.7% 523% 7 28.57%
AIIMS
2090
Analyst IMS Investment Management Services
Israel
$834M +$88.3M +12% 8.75% 70% 105 14.29%
M
2091
Mirova
France
$834M -$4.04M -0.5% 2.29% 32% 167 2.99%
WAM
2092
Wellesley Asset Management
New Hampshire
$834M $0 0% 0% 0% 31 0%
RSWM
2093
Robertson Stephens Wealth Management
California
$833M +$208M +33% 7.8% 91.8% 342 19.88%
CCM
2094
Consonance Capital Management
New York
$831M -$107M -11% 24.3% 314% 43 44.19%
CIM
2095
Chiron Investment Management
New York
$830M 9.53% 104% 73
KIP
2096
Kayak Investment Partners
California
$830M +$55M +7% 8.85% 27% 31 9.68%
GAM
2097
Griffin Asset Management
New York
$830M +$47.3M +6% 6.09% 80.7% 250 9.6%
SWM
2098
SeaCrest Wealth Management
New York
$829M +$74.1M +10% 8.32% 142% 722 13.02%
MCM
2099
Maple Capital Management
Vermont
$829M +$153M +23% 9.55% 94.4% 108 12.04%
SAM
2100
Silverback Asset Management
North Carolina
$829M +$368M +80% 0.12% 92.4% 85 27.06%