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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
I
2201
INVST
Indiana
$782M +$90.6M +13% 225
JFGLC
2202
Johnson Financial Group LLC (Colorado)
Colorado
$781M +$81.2M +12% 47
LCM
2203
LVM Capital Management
Michigan
$781M +$71.8M +10% 150
MC
2204
Maren Capital
Illinois
$781M 27
LSA
2205
Leonteq Securities AG
Switzerland
$780M -$171M -18% 1,215
BWC
2206
Blue Whale Capital
United Kingdom
$780M +$159M +26% 18
MCM
2207
McKinley Capital Management
Alaska
$778M +$66.4M +9% 178
DAM
2208
Dorsey Asset Management
Illinois
$778M +$12.1M +2% 11
TC
2209
Trust Company
Kansas
$777M +$157M +25% 324
OHA
2210
Oak Hill Advisors
New York
$777M -$230M -23% 16
SCM
2211
Sandler Capital Management
New York
$775M +$183M +31% 148
LA
2212
Legacy Advisors
Pennsylvania
$775M +$154M +25% 318
ZIG
2213
Zuckerman Investment Group
Illinois
$774M +$75.3M +11% 144
LFCM
2214
Long Focus Capital Management
Puerto Rico
$774M +$76.9M +11% 112
PNAA
2215
Pictet North America Advisors
Switzerland
$774M +$69.9M +10% 134
KTA
2216
Keeley-Teton Advisors
Illinois
$774M +$61.5M +9% 357
MSFS
2217
Main Street Financial Solutions
Pennsylvania
$774M +$67.7M +10% 477
MDSL
2218
M.D. Sass LLC
New York
$774M +$51M +7% 35
ITP
2219
Iron Triangle Partners
Connecticut
$773M +$88.7M +13% 33
WC
2220
Whitney & Co
New York
$773M +$106M +16% 127
DMC
2221
Deer Management Company
New York
$773M -$47.8M -6% 15
SC
2222
Sagefield Capital
Texas
$772M +$61.4M +9% 126
GCA
2223
Greenwood Capital Associates
South Carolina
$772M +$83.7M +12% 277
KCM
2224
Kathmere Capital Management
Pennsylvania
$771M +$96.2M +14% 312
SW
2225
SlateStone Wealth
Florida
$770M +$82.9M +12% 252