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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
CFD
2076
Creative Financial Designs
Indiana
$677M +$64.8M +11% 1,381
HBT
2077
Hills Bank & Trust
Iowa
$677M -$2.03M -0.3% 250
AWA
2078
Aaron Wealth Advisors
Illinois
$675M +$133M +25% 279
MC
2079
Middleton & Co
Massachusetts
$675M +$17.6M +3% 161
DG
2080
DigitalBridge Group
Florida
$674M +$9.91M +1% 58
DCM
2081
Discovery Capital Management
Connecticut
$674M +$35.2M +6% 71
PTC
2082
Private Trust Company
Ohio
$674M +$58.3M +9% 2,336
ORI
2083
Oak Ridge Investments
Illinois
$671M +$11.7M +2% 163
CT
2084
Coastline Trust
Rhode Island
$671M +$46.2M +7% 316
CLC
2085
Charles-Lim Capital
Hong Kong
$671M +$173M +35% 11
WPC
2086
Wedmont Private Capital
Pennsylvania
$668M +$171M +34% 477
COCM
2087
Charter Oak Capital Management
New Hampshire
$668M +$42.7M +7% 167
TWM
2088
Tanglewood Wealth Management
Texas
$668M +$5.15M +0.8% 32
MAA
2089
Matrix Asset Advisors
New York
$667M +$57M +9% 88
VIM
2090
Vancity Investment Management
British Columbia, Canada
$667M +$37.7M +6% 55
HS
2091
Hazelview Securities
Ontario, Canada
$667M +$6.16M +0.9% 29
AIA
2092
Absolute Investment Advisers
Florida
$666M +$104M +18% 119
IP
2093
Isthmus Partners
Wisconsin
$666M +$84.7M +15% 169
LWIC
2094
Leith Wheeler Investment Counsel
British Columbia, Canada
$665M +$69M +12% 55
PWMAG
2095
Pinnacle Wealth Management Advisory Group
New Jersey
$665M +$63.8M +11% 316
ACP
2096
Aveo Capital Partners
Colorado
$665M +$84.7M +15% 348
SW
2097
SoFi Wealth
California
$664M +$67M +11% 11
EWM
2098
Endurance Wealth Management
Rhode Island
$664M +$58.2M +10% 677
CC
2099
Commodore Capital
New York
$664M +$41.7M +7% 41
SJIC
2100
St. James Investment Company
Texas
$663M +$41.5M +7% 32