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
TIA
2501
Traphagen Investment Advisors
New Jersey
$545M -$9.5M -2% 151
CAL
2502
Capital Advisors Ltd
Ohio
$545M +$92M +20% 491
IP
2503
Isthmus Partners
Wisconsin
$545M +$51.9M +11% 149
VWA
2504
V Wealth Advisors
Kansas
$544M +$60.8M +13% 443
MVG
2505
Madrona Venture Group
Washington
$544M -$197M -27% 2
AI
2506
Atom Investors
Texas
$543M -$389M -42% 468
VIM
2507
Vancity Investment Management
British Columbia, Canada
$543M +$42.2M +8% 64
AVA
2508
Atlas Venture Advisors
Massachusetts
$542M +$95.6M +21% 8
TP
2509
TenCore Partners
New York
$541M +$22M +4% 15
RA
2510
Rational Advisors
New York
$541M +$168M +45% 251
MIM
2511
Miller Investment Management
Pennsylvania
$541M +$4.23M +0.8% 83
NAM
2512
NTV Asset Management
West Virginia
$540M +$43.3M +9% 241
CLCM
2513
Center Lake Capital Management
Florida
$540M -$14.6M -3% 29
BHMP
2514
Bardin Hill Management Partners
New York
$539M +$61M +13% 113
VCM
2515
V3 Capital Management
Texas
$539M +$41.4M +8% 20
CAM
2516
Claret Asset Management
Quebec, Canada
$539M +$32.2M +6% 202
SGK
2517
Steigerwald Gordon & Koch
Virginia
$538M +$45.4M +9% 106
FVWA
2518
Foster Victor Wealth Advisors
South Carolina
$537M +$98.8M +23% 144
TNB
2519
Thomasville National Bank
Georgia
$537M -$225M -30% 216
VIMU
2520
Veritas Investment Management (UK)
United Kingdom
$536M +$16.7M +3% 36
SGDR
2521
SPX Gestao de Recursos
Brazil
$536M -$338M -39% 191
PCA
2522
Private Capital Advisors
Connecticut
$535M +$39.7M +8% 111
W
2523
Wealthquest
Ohio
$535M +$67.8M +15% 144
SM
2524
Sunriver Management
Connecticut
$535M -$71.5M -12% 25
HH
2525
Hernani Holdings
Wyoming
$534M +$9.54M +2% 18