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
CM
2826
Capital Management
Virginia
$509M +$66.4M +15% 74
DAC
2827
Dividend Assets Capital
South Carolina
$508M +$26.4M +5% 507
EIM
2828
Essex Investment Management
Massachusetts
$508M -$105M -17% 385
ROC
2829
Running Oak Capital
Minnesota
$508M +$118M +30% 62
FA
2830
Fiduciary Alliance
South Carolina
$508M +$74.9M +17% 196
BCM
2831
Brasada Capital Management
Texas
$507M +$78.8M +18% 154
GWA
2832
Gratus Wealth Advisors
Virginia
$507M 129
OC
2833
ORIX Corp
Japan
$506M +$39.2M +8% 1
CC
2834
Carrhae Capital
United Kingdom
$506M +$215M +74% 27
IG
2835
Ithaka Group
Virginia
$506M +$71.5M +16% 39
MSWM
2836
McGlone Suttner Wealth Management
Wisconsin
$506M +$74.5M +17% 855
ESL
2837
Endurance Services Ltd
New York
$505M 11
JPMIA
2838
J.P. Marvel Investment Advisors
Massachusetts
$505M +$40.3M +9% 73
PJSIMP
2839
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505M +$38.2M +8% 182
BWP
2840
BSW Wealth Partners
Colorado
$504M +$54.8M +12% 283
KHLMTHM
2841
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$504M +$34.8M +7% 89
AO
2842
Allen Operations
New York
$504M +$51.4M +11% 40
EECFX
2843
EnCap Energy Capital Fund XI
Texas
$504M -$267M -35% 3
OAM
2844
Ophir Asset Management
Australia
$504M +$79.4M +19% 38
NAS
2845
NWF Advisory Services
California
$502M +$77.5M +18% 312
CAS
2846
Coppell Advisory Solutions
Texas
$502M +$211M +73% 1,944
AAA
2847
Affinity Asset Advisors
New York
$502M +$195M +64% 91
SWM
2848
Stockman Wealth Management
Montana
$501M +$47.1M +10% 190
FSCM
2849
Front Street Capital Management
Montana
$501M +$45.7M +10% 96
FSA
2850
Fort Sheridan Advisors
Illinois
$501M +$60.3M +14% 213