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
CWC
2701
Carolinas Wealth Consulting
North Carolina
$504M +$34.4M +7% 1,131
KHCM
2702
Kettle Hill Capital Management
New York
$504M +$69.2M +16% 71
RBC
2703
Roble Belko & Company
Pennsylvania
$504M +$14.6M +3% 341
PJSIMP
2704
P.J. Schmidt Investment Management (PJS)
Wisconsin
$503M +$24.5M +5% 178
GWWM
2705
Great Waters Wealth Management
Minnesota
$503M +$29.7M +6% 96
LOPW
2706
Live Oak Private Wealth
North Carolina
$502M +$18.7M +4% 175
SPT
2707
Siemens Pension Trust
Germany
$502M +$120M +32% 1
SWA
2708
Sax Wealth Advisors
New Jersey
$502M +$41.5M +9% 185
MCM
2709
Mengis Capital Management
Oregon
$501M +$26.6M +6% 171
CC
2710
Cannell Capital
Wyoming
$501M -$16.5M -3% 98
CIA
2711
Covington Investment Advisors
Pennsylvania
$500M +$45.6M +10% 77
AACP
2712
Advantage Alpha Capital Partners
California
$500M +$20M +4% 120
HCA
2713
Harbor Capital Advisors
Illinois
$500M +$153M +44% 667
WC
2714
Wexford Capital
Florida
$500M +$16.7M +3% 268
AFG
2715
Arkansas Financial Group
Arkansas
$500M +$18.2M +4% 65
HFS
2716
Heritage Financial Services
Massachusetts
$500M +$40.9M +9% 84
ACM
2717
Academy Capital Management
Texas
$499M +$32.7M +7% 36
GPP
2718
Great Point Partners
Connecticut
$499M -$6.74M -1% 52
UWPG
2719
Ullmann Wealth Partners Group
Florida
$499M +$58.9M +13% 101
BA
2720
Bridgewater Advisors
New York
$499M +$40.5M +9% 119
HVM
2721
Harvest Volatility Management
Connecticut
$499M +$2.62M +0.5% 135
CI
2722
CPMG Inc
Texas
$498M +$2.67M +0.5% 5
ZAM
2723
Zevin Asset Management
Massachusetts
$498M +$8.13M +2% 82
DPI
2724
Diversified Portfolios Inc
Michigan
$498M +$48.9M +11% 136
JC
2725
Joho Capital
New York
$498M +$109M +28% 22