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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
HPWM
2326
Highland Private Wealth Management
Washington
$708M +$32.6M +5% 0.63% 19% 179 7.26%
KIP
2327
Kayak Investment Partners
California
$707M -$123M -15% 4.22% 27% 34 35.29%
C
2328
Chescapmanager
Maryland
$706M -$205M -23% 8.51% 215% 83 36.14%
PCC
2329
Perry Creek Capital
New York
$706M -$36.9M -5% 1.63% 25.5% 27 7.41%
WIC
2330
Whitegate Investment Counselors
New Hampshire
$705M -$1.2M -0.2% 0.29% 40.3% 232 6.03%
GLAM
2331
Gardner Lewis Asset Management
Pennsylvania
$705M -$174M -20% 4.48% 247% 110 44.55%
FTDI
2332
First Trust Direct Indexing
Massachusetts
$704M +$33.8M +5% 0.78% 69% 693 20.63%
TWM
2333
Tradition Wealth Management
Minnesota
$703M +$34.7M +5% 0.99% 54.3% 1,244 13.83%
FMBTD
2334
First Midwest Bank Trust Division
Illinois
$702M -$41.4M -6% 0.11% 107% 392 9.95%
FCM
2335
Freshford Capital Management
New York
$702M -$34.4M -5% 3.61% 62.2% 21 14.29%
PHS
2336
Pekin Hardy Strauss
Illinois
$701M -$17.4M -2% 1.31% 102% 356 14.33%
CEI
2337
Clark Estates Inc
New York
$701M -$65M -8% 5.68% 31.4% 102 19.61%
RIM
2338
Redwood Investment Management
Arizona
$701M +$88.8M +15% 0.75% 46% 320 40%
CC
2339
Cadinha & Co
Hawaii
$700M -$43.3M -6% 1.5% 123% 129 10.08%
BIM
2340
Bridgecreek Investment Management
Oklahoma
$700M +$11.8M +2% 3.63% 48.4% 112 7.14%
HAM
2341
Hillcrest Asset Management
Texas
$699M -$40.7M -5% 0.66% 97.2% 62 11.29%
LI
2342
LVZ Inc
Michigan
$699M +$19.2M +3% 1.06% 47.1% 109 8.26%
FG
2343
Formula Growth
Quebec, Canada
$699M -$26.7M -4% 2.26% 65.6% 164 21.34%
AA
2344
Apriem Advisors
California
$697M +$26.9M +4% 0.51% 62% 155 3.87%
ITP
2345
Iron Triangle Partners
Connecticut
$697M -$274M -28% 2.07% 152% 35 51.43%
VCP
2346
Vista Capital Partners
Oregon
$696M +$4.95M +0.7% 0.61% 61.2% 80 11.25%
SG
2347
StoneX Group
New York
$696M +$21.3M +3% 1.1% 67.5% 522 20.11%
AC
2348
Apella Capital
Connecticut
$696M +$86.9M +14% 0.96% 44.5% 215 12.56%
RMC
2349
Resources Management Corp
Connecticut
$696M -$16.4M -2% 1% 65.2% 525 10.1%
SMA
2350
Sage Mountain Advisors
Georgia
$695M +$89.5M +15% 5.41% 57.2% 635 26.93%