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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
FAT
2226
First American Trust
California
$595M -$36.6M -6% 4.7% 75.4% 164 12.2%
CST
2227
Charles Schwab Trust
Nevada
$595M +$112M +23% 6.21% 45.6% 158 14.56%
GIG
2228
Goodnow Investment Group
Connecticut
$595M -$54.7M -8% 3.84% 138% 20 15%
M
2229
Mirova
France
$594M -$109M -16% 1.33% 32% 196 25.51%
LC
2230
Lindbrook Capital
California
$593M -$12M -2% 5.02% 35.8% 3,046 16.97%
TF
2231
Tompkins Financial
New York
$593M -$29.6M -5% 4.3% 74.1% 623 9.31%
SCM
2232
SIR Capital Management
New York
$592M -$136M -19% 3.56% 80% 91 31.87%
CWM
2233
Cabot Wealth Management
Massachusetts
$591M -$39.1M -6% 4.63% 55.6% 157 9.55%
PIMJS
2234
PKO Investment Management Joint-Stock
Poland
$590M -$105M -15% 5.12% 125% 141 15.6%
TAIM
2235
Te Ahumairangi Investment Management
New Zealand
$590M -$73.4M -11% 7.56% 55.2% 99 7.07%
DFCM
2236
Dark Forest Capital Management
Puerto Rico
$589M +$113M +24% 0.63% 51.2% 1,578 59.89%
SAA
2237
Southeast Asset Advisors
Georgia
$588M -$45.7M -7% 4.73% 84.3% 144 6.94%
MIOT
2238
Massachusetts Institute of Technology
Massachusetts
$588M +$122M +26% 26.6% 50.8% 7 14.29%
KOC
2239
Koss-Olinger Consulting
Florida
$588M +$39.6M +7% 4.7% 50.9% 239 26.78%
CIA
2240
CCM Investment Advisers
South Carolina
$588M -$34.3M -6% 4.6% 118% 66 1.52%
LWM
2241
Lyell Wealth Management
California
$587M -$25.9M -4% 3.84% 99.6% 200 8.5%
VCP
2242
Vista Capital Partners
Oregon
$586M -$28M -5% 5.67% 61.2% 85 14.12%
SC
2243
Strategy Capital
California
$586M +$13M +2% 2.99% 201% 7 0%
MCAV
2244
Meritech Capital Associates V
California
$586M -$60.5M -9% 1.83% 37.3% 7 0%
RCIM
2245
Red Cedar Investment Management
Michigan
$585M -$25.8M -4% 4.79% 74.9% 91 9.89%
NCA
2246
Newbrook Capital Advisors
New York
$585M -$68.5M -10% 8.21% 220% 18 38.89%
PMFA
2247
Plante Moran Financial Advisors
Michigan
$584M -$14.3M -2% 4.73% 50.3% 1,121 32.83%
NSEDCP
2248
NJ State Employees Deferred Compensation Plan
New Jersey
$584M -$30.8M -5% 3.08% 127% 490 5.31%
I
2249
INVST
Indiana
$583M -$62.5M -10% 3.82% 60.4% 185 9.19%
BMC
2250
Battery Management Corp
Massachusetts
$583M -$20.1M -3% 5.06% 39.3% 9 22.22%