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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
JGUA
2426
John G. Ullman & Associates
New York
$727M -$8.17M -1% 8.32% 156% 170 10.59%
GG
2427
Greenwood Gearhart
Arkansas
$725M +$80.2M +12% 9.13% 70.6% 101 15.84%
AWA
2428
Amplius Wealth Advisors
Pennsylvania
$725M 5.83% 54.7% 1,023
PTC
2429
Private Trust Company
Ohio
$724M +$37.3M +5% 11.4% 79.6% 421 16.39%
KCMH
2430
Kontiki Capital Management (HK)
Hong Kong
$724M -$126M -15% 12.1% 90.6% 5 0%
ACG
2431
Arch Capital Group
Bermuda
$723M -$57M -7% 1.84% 3.08% 21 47.62%
JC
2432
Joho Capital
New York
$723M -$21M -3% 0.41% 80.2% 22 18.18%
KFS
2433
Kurt F. Somerville
$722M +$62.6M +9% 10.9% 92.9% 131 12.98%
SMC
2434
Smith, Moore & Co
Missouri
$720M +$64.6M +10% 8.28% 67% 442 10.18%
AO
2435
Allen Operations
New York
$720M +$73.7M +11% 0.28% 218% 40 7.5%
AVA
2436
Atlas Venture Advisors
Massachusetts
$720M -$125M -15% 6.5% 29.2% 8 12.5%
BL
2437
BFSG LLC
California
$719M +$64.3M +10% 10.4% 81.9% 234 18.8%
MW
2438
Marcum Wealth
Ohio
$719M +$82.7M +13% 7.43% 20% 408 12.75%
PCP
2439
Proficio Capital Partners
Massachusetts
$719M -$41.3M -5% 7.29% 97% 333 19.52%
VMV
2440
Venrock Management V
California
$719M 49.8% 2
PP
2441
PrairieView Partners
Minnesota
$718M +$48M +7% 3.52% 34% 449 16.48%
ITP
2442
Iron Triangle Partners
Connecticut
$718M +$20.9M +3% 3.47% 152% 33 45.45%
MAP
2443
Moody Aldrich Partners
Massachusetts
$718M -$70.6M -9% 10.1% 336% 177 15.82%
ROTUOC
2444
Regents of the University of California
California
$714M -$136M -16% 4.13% 86.1% 43 20.93%
GAB
2445
German American Bancorp
Indiana
$714M +$63.5M +10% 8.4% 92.3% 103 9.71%
WCM
2446
Wallace Capital Management
Texas
$714M -$23.4M -3% 3.51% 62.3% 75 9.33%
MC
2447
Metavasi Capital
New York
$713M 1.97% 840% 23
PL
2448
Parthenon LLC
Kentucky
$713M +$47.4M +7% 11.2% 80.8% 121 3.31%
QIM
2449
Quantitative Investment Management
Virginia
$712M -$392M -35% 12.8% 24.6% 501 80.24%
VCAM
2450
Van Cleef Asset Management
Ohio
$712M +$47.6M +7% 9.39% 87.3% 122 8.2%