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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
CA
2126
CapWealth Advisors
Tennessee
$779M -$40.6M -5% 4.66% 143% 109 10.09%
ROTUOC
2127
Regents of the University of California
California
$779M -$19.8M -2% 2.43% 86.1% 30 10%
MC
2128
Montag & Caldwell
Georgia
$779M -$40.9M -5% 4.69% 91.3% 91 9.89%
TSAM
2129
Trinity Street Asset Management
United Kingdom
$778M -$124M -14% 2.93% 78.9% 24 16.67%
LNWTC
2130
Laird Norton Wetherby Trust Company
Washington
$777M -$72.3M -9% 4.43% 88.1% 123 13.01%
SIA
2131
Soltis Investment Advisors
Utah
$777M -$83.2M -10% 3.82% 80.8% 290 21.03%
FWM
2132
FFT Wealth Management
Pennsylvania
$777M -$27.9M -3% 3.46% 65.6% 137 20.44%
QOP
2133
Quinn Opportunity Partners
Virginia
$777M +$40M +5% 4.83% 77.6% 253 24.9%
TCM
2134
Tran Capital Management
California
$777M -$70.6M -8% 3.01% 149% 43 11.63%
PIMC
2135
Praesidium Investment Management Company
New York
$776M -$324M -29% 1.18% 79% 17 29.41%
GSIS
2136
Global Strategic Investment Solutions
Arizona
$776M -$25.2M -3% 3.13% 51.8% 151 10.6%
RCG
2137
Rock Creek Group
District of Columbia
$776M +$85.9M +12% 2.03% 37.2% 206 24.76%
SC
2138
Sasco Capital
Connecticut
$775M -$68.1M -8% 9.35% 15.5% 61 21.31%
AWA
2139
Aaron Wealth Advisors
Illinois
$775M +$6.19M +0.8% 1.35% 96.4% 278 16.55%
FAAM
2140
First Ascent Asset Management
Colorado
$775M +$23.8M +3% 3.59% 4.15% 72 27.78%
OQS
2141
Occudo Quantitative Strategies
Florida
$774M -$190M -20% 6.78% 94.6% 1,404 64.81%
UAS
2142
United Asset Strategies
New York
$774M -$28.6M -4% 3.15% 94.6% 248 13.71%
PP
2143
PDS Planning
Ohio
$773M -$9.14M -1% 3.18% 62.7% 361 12.19%
FFS
2144
Founders Financial Securities
Maryland
$772M +$14.6M +2% 3.22% 64.3% 353 15.3%
PWMAG
2145
Pinnacle Wealth Management Advisory Group
New Jersey
$772M -$32.5M -4% 3.6% 80.5% 343 7.87%
VIM
2146
Vancity Investment Management
British Columbia, Canada
$771M -$6.28M -0.8% 3.15% 75 12%
EECFX
2147
EnCap Energy Capital Fund XI
Texas
$770M -$72.6M -9% 33.6% 21% 2 0%
CAM
2148
Cozad Asset Management
Illinois
$770M -$31.9M -4% 2.77% 132% 397 12.09%
SWM
2149
SeaCrest Wealth Management
New York
$770M -$22.3M -3% 2.16% 142% 665 12.18%
JMFC
2150
J.M. Forbes & Co
Massachusetts
$769M -$34.3M -4% 2.99% 95.1% 130 7.69%