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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
KWM
2401
Keebeck Wealth Management
Illinois
$519M -$4.43M -0.8% 5.13% 64.6% 246 16.26%
CP
2402
CenterBook Partners
Connecticut
$518M +$51.5M +11% 6.16% 37.5% 469 36.89%
GIP
2403
Greatmark Investment Partners
Georgia
$518M -$2.88M -0.6% 1.49% 62% 128 6.25%
STB
2404
S&T Bank
Pennsylvania
$518M -$51.1M -9% 3.44% 94.2% 128 14.06%
FAAM
2405
First Ascent Asset Management
Colorado
$518M -$11.6M -2% 6.32% 4.15% 41 0%
VCAM
2406
Van Cleef Asset Management
Ohio
$517M -$73.2M -12% 2.86% 81.1% 114 8.77%
WA
2407
Waddell & Associates
Tennessee
$517M +$25.7M +5% 6.39% 194% 152 14.47%
BCMO
2408
Buckingham Capital Management (Ohio)
Ohio
$516M -$18M -3% 5.42% 26.3% 114 5.26%
TIM
2409
Thompson Investment Management
Wisconsin
$516M -$59.2M -10% 5.36% 83.5% 190 4.21%
WCWM
2410
Willow Creek Wealth Management
California
$515M -$23.8M -4% 4.6% 36.5% 134 20.15%
TCOT
2411
Trust Company of Toledo
Ohio
$515M -$54.7M -10% 4.11% 93.8% 192 6.25%
TIS
2412
Tortoise Index Solutions
Kansas
$515M -$15.4M -3% 2.76% 52.2% 112 31.25%
SIMS
2413
SPT Invest Management Sarl
Luxembourg
$515M -$180M -26% 4.92% 2 0%
IHAM
2414
Integral Health Asset Management
New York
$515M +$28.6M +6% 15.6% 485% 87 50.57%
WC
2415
Whitney & Co
New York
$514M -$35.5M -6% 5.44% 93.2% 128 7.03%
TIM
2416
Tortoise Investment Management
New York
$514M +$4.42M +0.9% 5.85% 33% 795 10.31%
CAL
2417
Capital Advisors Ltd
Ohio
$514M -$20.2M -4% 5.38% 54.2% 1,647 38.37%
SFP
2418
Shepherd Financial Partners
Massachusetts
$513M -$919K -0.2% 5.04% 62.3% 175 13.71%
MCO
2419
MAK Capital One
New York
$512M +$4.71M +0.9% 7.06% 86% 13 7.69%
AIP
2420
Almanack Investment Partners
Pennsylvania
$512M -$490M -49% 1.32% 77.8% 1,138 86.47%
TI
2421
Truxt Investmentos
Brazil
$512M +$127M +33% 6.7% 26 69.23%
AWA
2422
Alaska Wealth Advisors
Alaska
$512M +$11.4M +2% 5.62% 30.7% 59 13.56%
SEM
2423
Suncoast Equity Management
Florida
$512M -$54.5M -10% 4.99% 72.9% 57 7.02%
CWM
2424
C2C Wealth Management
Arizona
$511M -$34.2M -6% 5.2% 63.2% 190 11.58%
LC
2425
L1 Capital
Australia
$511M -$1.22M -0.2% 8.84% 139% 11 9.09%