We are live on ! Find out more

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
TIM
2426
Tortoise Investment Management
New York
$571M +$56.6M +11% 6.57% 40.2% 804 8.83%
APW
2427
Austin Private Wealth
Texas
$571M +$94.2M +20% 6.61% 62.3% 170 25.88%
KWM
2428
Keebeck Wealth Management
Illinois
$570M +$50.7M +10% 8.79% 81.3% 249 13.65%
PIM
2429
Penobscot Investment Management
Massachusetts
$570M +$33.4M +6% 11.8% 103% 229 7.42%
CA
2430
CGN Advisors
Kansas
$568M +$170M +43% 7.2% 44.2% 238 14.29%
JSAM
2431
J. Safra Asset Management
New York
$568M -$64M -10% 7.69% 84.3% 94 74.47%
VS
2432
VK Services
California
$568M -$103M -15% 21.9% 1,605% 9 22.22%
TCM
2433
TCG Crossover Management
California
$567M +$233M +70% 83.1% 3,013% 26 38.46%
OP
2434
Oldfield Partners
United Kingdom
$567M +$61.9M +12% 13.6% 90.3% 25 0%
KCM
2435
Kathmere Capital Management
Pennsylvania
$566M +$64.3M +13% 7.17% 62.3% 215 30.23%
RC
2436
RBO & Co
California
$566M +$62.1M +12% 12.7% 27.9% 55 5.45%
DWP
2437
Daymark Wealth Partners
Ohio
$565M 9.56% 96.4% 228
SCM
2438
SOL Capital Management
Maryland
$565M +$84.3M +18% 8.38% 56.6% 287 11.85%
MAP
2439
Madison Avenue Partners
New York
$565M +$98.4M +21% 9.53% 284% 25 40%
MIM
2440
Manitou Investment Management
Ontario, Canada
$564M +$32.8M +6% 10.1% 57.2% 43 9.3%
WA
2441
Wealth Alliance
New York
$563M +$56.5M +11% 8.1% 75.7% 516 18.6%
VCM
2442
Violich Capital Management
California
$563M +$32.3M +6% 9.04% 100% 113 10.62%
AOWM
2443
Alpha Omega Wealth Management
Virginia
$563M +$39.2M +7% 10.4% 60.7% 214 6.07%
PWPS
2444
Pinnacle Wealth Planning Services
Ohio
$563M +$21.9M +4% 9.07% 82.1% 504 29.37%
GCM
2445
Ghisallo Capital Management
Massachusetts
$562M -$187M -25% 2.5% 122% 272 62.13%
DC
2446
Dendur Capital
New York
$561M +$59.6M +12% 16.8% 99.6% 18 33.33%
SFM
2447
Signet Financial Management
New Jersey
$560M +$48.9M +10% 9.19% 65.2% 272 14.71%
SIM
2448
Stratos Investment Management
Ohio
$560M +$65.1M +13% 8.07% 58.2% 166 15.66%
CC
2449
Clearline Capital
New York
$559M -$277M -33% 7.49% 57.4% 164 39.63%
OCMI
2450
Oaktop Capital Management II
New Jersey
$559M +$61.2M +12% 17.7% 451% 16 6.25%