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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 Avg Holding
Period (Yrs)
Highland Private Wealth Management
2376
Highland Private Wealth Management
Washington
$708M +$32.6M +5% 0.63% 19% 179 7.26% 2.3
Kayak Investment Partners
2377
Kayak Investment Partners
California
$707M -$123M -15% 4.22% 27% 34 35.29% 1.3
C
2378
Chescapmanager
Maryland
$706M -$205M -23% 8.51% 202% 83 36.14% 1.1
Perry Creek Capital
2379
Perry Creek Capital
New York
$706M -$36.9M -5% 1.63% 51.2% 27 7.41% 0.6
Whitegate Investment Counselors
2380
Whitegate Investment Counselors
New Hampshire
$705M -$1.2M -0.2% 0.29% 48% 232 6.03% 4.3
Gardner Lewis Asset Management
2381
Gardner Lewis Asset Management
Pennsylvania
$705M -$174M -20% 4.48% 240% 110 44.55% 1.7
First Trust Direct Indexing
2382
First Trust Direct Indexing
Massachusetts
$704M +$33.8M +5% 0.78% 69% 693 20.63% 0.5
Tradition Wealth Management
2383
Tradition Wealth Management
Minnesota
$703M +$34.7M +5% 0.99% 69.6% 1,244 13.83% 0.5
First Midwest Bank Trust Division
2384
First Midwest Bank Trust Division
Illinois
$702M -$41.4M -6% 0.11% 107% 392 9.95% 4.7
Freshford Capital Management
2385
Freshford Capital Management
New York
$702M -$34.4M -5% 3.61% 97.3% 21 14.29% 1.5
Pekin Hardy Strauss
2386
Pekin Hardy Strauss
Illinois
$701M -$17.4M -2% 1.31% 102% 356 14.33% 2.9
CEI
2387
Clark Estates Inc
New York
$701M -$65M -8% 5.68% 34.5% 102 19.61% 1.9
Redwood Investment Management
2388
Redwood Investment Management
Arizona
$700M +$88.8M +15% 0.75% 62.5% 320 40% 0.9
Cadinha & Co
2389
Cadinha & Co
Hawaii
$700M -$43.3M -6% 1.5% 132% 129 10.08% 3.8
BIM
2390
Bridgecreek Investment Management
Oklahoma
$700M +$11.8M +2% 3.63% 48.4% 112 7.14% 3.8
HAM
2391
Hillcrest Asset Management
Texas
$699M -$40.7M -5% 0.66% 97.2% 62 11.29% 2
LVZ Inc
2392
LVZ Inc
Michigan
$699M +$19.2M +3% 1.06% 52.9% 109 8.26% 2.3
Formula Growth
2393
Formula Growth
Quebec, Canada
$699M -$26.7M -4% 2.26% 118% 164 21.34% 2.3
Apriem Advisors
2394
Apriem Advisors
California
$697M +$26.9M +4% 0.51% 74.3% 155 3.87% 4
Iron Triangle Partners
2395
Iron Triangle Partners
Connecticut
$697M -$274M -28% 2.07% 152% 35 51.43% 0.5
Vista Capital Partners
2396
Vista Capital Partners
Oregon
$696M +$4.95M +0.7% 0.61% 61.2% 80 11.25% 4.1
StoneX Group
2397
StoneX Group
New York
$696M +$21.3M +3% 1.1% 85.2% 522 20.11% 1.8
Apella Capital
2398
Apella Capital
Connecticut
$696M +$86.9M +14% 0.96% 48.6% 215 12.56% 0.9
Resources Management Corp
2399
Resources Management Corp
Connecticut
$696M -$16.4M -2% 1% 78.5% 525 10.1% 2.3
Sage Mountain Advisors
2400
Sage Mountain Advisors
Georgia
$695M +$89.5M +15% 5.41% 62.5% 635 26.93% 0.4