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
DACG
2576
Donor Advised Charitable Giving
California
$559M -$330M -37% 116
CCM
2577
Contrarian Capital Management
Connecticut
$559M -$117M -17% 24
GC
2578
Gilbert & Cook
Iowa
$559M +$3.34M +0.6% 224
AC
2579
Alley Company
Illinois
$558M +$7.69M +1% 87
TIA
2580
Traphagen Investment Advisors
New Jersey
$557M -$30.7M -5% 147
BAM
2581
Bayview Asset Management
Florida
$557M +$339M +155% 14
CMO
2582
Covenant Multifamily Offices
Texas
$557M +$7.49M +1% 252
SS
2583
Sunbelt Securities
Texas
$556M +$10K +0% 439
BFG
2584
Berger Financial Group
Minnesota
$555M +$1.78M +0.3% 210
AP
2585
Adero Partners
California
$555M +$122M +28% 149
AWMS
2586
Advocacy Wealth Management Services
Georgia
$554M +$14M +3% 210
EP
2587
Eudaimonia Partners
Tennessee
$554M +$21.3M +4% 409
CC
2588
Crosslink Capital
California
$554M -$51.1M -8% 21
KFGK
2589
Keystone Financial Group (Kentucky)
Kentucky
$553M +$593K +0.1% 301
VNA
2590
Valley National Advisers
Pennsylvania
$553M +$4.87M +0.9% 981
PC
2591
Permanens Capital
New York
$552M -$4.97M -0.9% 113
IP
2592
Isthmus Partners
Wisconsin
$551M -$16.6M -3% 271
TPC
2593
Tiger Pacific Capital
New York
$551M -$53.4M -9% 18
KCM
2594
Kathmere Capital Management
Pennsylvania
$551M +$31.6M +6% 151
PP
2595
Pegasus Partners
Wisconsin
$551M +$37.7M +7% 169
AWAG
2596
ARS Wealth Advisors Group
Florida
$551M 134
SAM
2597
Simplify Asset Management
Nevada
$551M +$123M +29% 32
YIH
2598
Y-Intercept (HK)
Hong Kong
$550M +$157M +40% 1,013
MSAM
2599
Moloney Securities Asset Management
Missouri
$550M +$510K +0.1% 485
RI
2600
RPTC Inc
Wyoming
$550M -$2.39M -0.4% 5