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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
ST
2151
Sentinel Trust
Texas
$818M +$181M +28% 163
CBB
2152
Citizens Business Bank
California
$816M +$64.6M +9% 260
PAM
2153
Private Asset Management
California
$815M +$81M +11% 153
LFS
2154
Lutz Financial Services
Nebraska
$814M +$44.5M +6% 65
UBV
2155
United Bank (Virginia)
Virginia
$814M +$66.9M +9% 168
NAS
2156
Nicolet Advisory Services
Wisconsin
$813M +$25.2M +3% 224
RI
2157
RWWM Inc
California
$812M +$36.1M +5% 13
EC
2158
Engaged Capital
California
$812M -$580M -42% 11
TFM
2159
TPI Fund Managers
United Kingdom
$812M +$70.9M +10% 42
EPM
2160
Elm Partners Management
Pennsylvania
$811M +$62.2M +8% 36
SP
2161
ShawSpring Partners
Massachusetts
$811M -$148M -15% 5
JVBC
2162
J.V. Bruni & Co
Colorado
$811M +$45.4M +6% 34
HCM
2163
Hengehold Capital Management
Ohio
$811M +$51.1M +7% 171
KPF
2164
K2 Principal Fund
Ontario, Canada
$810M -$47.2M -5% 473
HCM
2165
Howard Capital Management
Georgia
$810M +$135M +20% 79
IPAM
2166
ICICI Prudential Asset Management
India
$810M +$218M +37% 152
JEST
2167
JTC Employer Solutions Trustee
Jersey
$809M +$62.9M +8% 317
TAM
2168
Trust Asset Management
Texas
$809M +$82.9M +11% 218
SCM
2169
Simcoe Capital Management
New York
$808M -$67.6M -8% 26
GMP
2170
Great Mountain Partners
Connecticut
$808M -$121M -13% 1
AWA
2171
Artemis Wealth Advisors
New York
$807M +$88.6M +12% 99
GFA
2172
Gallagher Fiduciary Advisors
Illinois
$806M -$129M -14% 7
SSWM
2173
Sheets Smith Wealth Management
North Carolina
$806M +$68.7M +9% 399
TCMNY
2174
Thrive Capital Management (New York)
New York
$806M -$467M -37% 11
MS
2175
Maven Securities
Jersey
$805M -$68.3M -8% 820