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
AR
2851
Advisory Research
Illinois
$567M -$34.4M -6% 156
CWP
2852
CFM Wealth Partners
Texas
$567M -$25.8M -4% 144
CAWM
2853
Capital Advisors Wealth Management
Washington
$566M +$4.36M +0.8% 188
JSL
2854
JT Stratford LLC
Georgia
$566M -$42.7M -7% 338
SA
2855
SoftVest Advisors
Texas
$565M +$65.5M +13% 7
MBT
2856
Montecito Bank & Trust
California
$565M -$12.4M -2% 283
PFG
2857
PAX Financial Group
Texas
$564M +$5.44M +1% 262
TNA
2858
True North Advisors
Texas
$564M +$140M +33% 253
CT
2859
Chicago Trust
Illinois
$564M -$1.07M -0.2% 383
DCM
2860
Dimension Capital Management
Florida
$564M -$48.4M -8% 113
LS
2861
Leelyn Smith
Illinois
$563M +$1.37M +0.2% 140
PFC
2862
Poplar Forest Capital
California
$563M +$19.2M +4% 58
LGM
2863
Logos Global Management
California
$563M -$292M -34% 58
BBNA
2864
Bremer Bank National Association
Minnesota
$562M +$56.1M +11% 183
BCG
2865
Breakwater Capital Group
New Jersey
$561M +$59M +12% 332
SB
2866
Samsara BioCapital
California
$561M -$168M -23% 44
SCM
2867
Sirios Capital Management
Massachusetts
$560M +$3.11M +0.6% 67
WLIM
2868
White Lighthouse Investment Management
Massachusetts
$560M -$9.18M -2% 138
PIM
2869
Parker Investment Management
California
$560M -$82M -13% 35
JJBC
2870
James J. Burns & Company
New York
$558M -$16.7M -3% 151
HGWM
2871
Horst & Graben Wealth Management
Oregon
$557M -$4.4M -0.8% 170
TSWM
2872
Tyler-Stone Wealth Management
Ohio
$557M -$4.86M -0.9% 335
SII
2873
Silchester International Investors
United Kingdom
$557M -$256M -31% 4
SCM
2874
Simcoe Capital Management
New York
$557M -$123M -18% 17
BC
2875
Belmont Capital
California
$557M -$57.8M -9% 174