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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
ICA
2301
Infrastructure Capital Advisors
New York
$1B -$275M -21% 0.29% 52% 162 32.1%
GA
2302
GuoLine Advisory
Singapore
$1B +$60.6M +6% 8.17% 81.9% 22 4.55%
KA
2303
KLCM Advisors
Wisconsin
$1B +$62.1M +7% 9.49% 122% 200 20.5%
SEM
2304
Suncoast Equity Management
Florida
$1B +$25.7M +3% 4.75% 82.9% 92 9.78%
GSIS
2305
Global Strategic Investment Solutions
Arizona
$1B +$66.2M +7% 6.19% 51.8% 158 6.96%
NFT
2306
Nan Fung Trinity
Hong Kong
$1B +$166M +20% 20.4% 82.3% 76 28.95%
TBA
2307
Tower Bridge Advisors
Pennsylvania
$1B +$71.1M +8% 9.84% 78.9% 199 6.53%
GCM
2308
Greenland Capital Management
New York
$1B +$27.8M +3% 20.1% 210% 454 57.05%
JWM
2309
Jackson Wealth Management
Florida
$1B +$81.1M +9% 8.86% 72.1% 184 23.91%
WAM
2310
Wellesley Asset Management
New Hampshire
$999M -$50.4M -5% 0% 0% 56 0%
GHC
2311
Graham Holdings Company
Virginia
$999M +$109M +12% 12% 95.1% 6 16.67%
EFG
2312
Everhart Financial Group
Ohio
$998M +$132M +15% 8.45% 113% 401 17.96%
MCM
2313
Mainstay Capital Management
Michigan
$998M -$1.03B -51% 10.2% 131% 153 32.03%
TCOT
2314
Trust Company of Toledo
Ohio
$998M +$90.9M +10% 8.74% 93.8% 805 5.71%
PHS
2315
Pekin Hardy Strauss
Illinois
$997M +$118M +13% 11.9% 102% 431 21.58%
SAM
2316
Shell Asset Management
Netherlands
$996M -$1.9B -66% 8.99% 1,275 11.14%
GG
2317
Gleason Group
Kentucky
$996M +$72.7M +8% 6.97% 64% 214 10.75%
MIM
2318
Miller Investment Management
Pennsylvania
$995M +$42.7M +4% 6.53% 60.2% 101 7.92%
IAS
2319
IMA Advisory Services
Colorado
$992M +$59.5M +6% 6.64% 74.5% 581 8.78%
JVBC
2320
J.V. Bruni & Co
Colorado
$991M +$40.8M +4% 12.6% 97.9% 32 3.13%
IC
2321
Ikarian Capital
Texas
$990M +$470M +90% 132% 5,184% 202 50.5%
MWA
2322
Monograph Wealth Advisors
California
$988M +$177M +22% 8.54% 68% 144 16.67%
LTAS
2323
Linden Thomas Advisory Services
North Carolina
$988M +$80.1M +9% 10.8% 136% 493 5.07%
FSWA
2324
Financial Synergies Wealth Advisors
Texas
$988M +$69.6M +8% 6.93% 72.3% 95 7.37%
AWG
2325
Alpha Wave Global
New York
$987M +$59.2M +6% 20.8% 226% 37 35.14%