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
IA
2826
Insight Advisors
Pennsylvania
$547M +$32.2M +6% 304
M
2827
Mirova
France
$547M -$17.2M -3% 151
FNA
2828
First National Advisers
Nebraska
$547M +$100M +22% 213
VHMC
2829
Value Holdings Management Company
New York
$547M -$18.3M -3% 31
QCM
2830
Quadratic Capital Management
Connecticut
$546M -$117M -18% 2
DFCM
2831
Dark Forest Capital Management
Puerto Rico
$546M -$44.4M -8% 951
GEA
2832
Glen Eagle Advisors
New Jersey
$546M +$19M +4% 1,221
LWM
2833
Liberty Wealth Management
California
$546M +$33.1M +6% 244
KFAA
2834
Klaas Financial Asset Advisors
Illinois
$545M +$44.1M +9% 50
HA
2835
Harbor Advisors
Florida
$545M +$971K +0.2% 187
AMCA
2836
Arthur M. Cohen & Associates
Illinois
$545M +$71.9M +15% 145
AA
2837
AF Advisors
California
$545M +$83.9M +18% 22
PCMC
2838
Paragon Capital Management (Colorado)
Colorado
$545M -$20M -4% 246
CWP
2839
CFM Wealth Partners
Texas
$544M +$46M +9% 155
BFO
2840
Biltmore Family Office
North Carolina
$543M +$35.7M +7% 255
BCMLT
2841
Beacon Capital Management LLC (Tennessee)
Tennessee
$543M +$55.1M +11% 1,116
SL
2842
Sentry LLC
Tennessee
$543M +$11.9M +2% 130
SI
2843
Sora Investors
Pennsylvania
$543M -$65.2M -11% 69
PWA
2844
Physician Wealth Advisors
Utah
$543M +$67.1M +14% 190
GWS
2845
Glassman Wealth Services
Virginia
$542M +$47.4M +10% 224
VI
2846
Versor Investments
New York
$542M +$47.7M +10% 981
IG
2847
Ithaka Group
Virginia
$542M +$11.3M +2% 36
MCM
2848
Maltese Capital Management
New York
$541M +$22.1M +4% 102
SPIO
2849
Seven Post Investment Office
California
$540M +$130M +32% 59
DC
2850
Dendur Capital
New York
$539M -$146M -21% 17