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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
TAIM
2126
Te Ahumairangi Investment Management
New Zealand
$698M +$58.2M +9% 93
PFC
2127
Phocas Financial Corp
California
$698M +$3.33M +0.5% 338
AWA
2128
Amplius Wealth Advisors
Pennsylvania
$697M +$70.8M +11% 174
KFP
2129
KMG Fiduciary Partners
Ohio
$697M +$88.1M +14% 248
GCA
2130
Greenwood Capital Associates
South Carolina
$697M +$87.2M +14% 261
AHC
2131
Anderson Hoagland & Co
Missouri
$696M +$9.22M +1% 126
MC
2132
Middleton & Co
Massachusetts
$696M +$21.1M +3% 160
PAM
2133
PSquared Asset Management
Switzerland
$695M +$349M +101% 17
KBG
2134
Kahn Brothers Group
New York
$695M -$64.9M -9% 45
CLC
2135
Charles-Lim Capital
Hong Kong
$694M +$23.7M +4% 14
SVCF
2136
Silicon Valley Community Foundation
California
$694M +$174M +33% 19
BMC
2137
Battery Management Corp
Massachusetts
$694M +$147M +27% 8
CWM
2138
Curi Wealth Management
North Carolina
$694M -$17.8M -3% 194
OCA
2139
Octagon Capital Advisors
New York
$693M +$51.1M +8% 45
M
2140
Mirova
France
$693M +$54.6M +9% 221
FFS
2141
Founders Financial Securities
Maryland
$693M +$57.6M +9% 344
ITP
2142
Iron Triangle Partners
Connecticut
$693M +$135M +24% 38
KP
2143
Keel Point
Alabama
$692M +$55.1M +9% 329
RC
2144
Randolph Company
Ohio
$692M +$38.9M +6% 51
CWM
2145
Circle Wealth Management
New Jersey
$692M +$44.2M +7% 170
HMH
2146
Hackensack Meridian Health
New Jersey
$692M -$19.7M -3% 7
MAA
2147
Matrix Asset Advisors
New York
$691M +$24.2M +4% 99
MG
2148
Magnolia Group
Nebraska
$691M -$41.7M -6% 13
CAM
2149
Crake Asset Management
United Kingdom
$691M +$457M +196% 15
QA
2150
Quantitative Advantage
Minnesota
$689M +$41.2M +6% 124