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
SIG
2901
Sky Investment Group
Connecticut
$523M +$3M +0.6% 132
BWA
2902
Bordeaux Wealth Advisors
California
$523M +$222M +74% 146
WPI
2903
Walter Public Investments
Canada
$523M +$11.2M +2% 43
GPP
2904
Great Point Partners
Connecticut
$522M -$120M -19% 42
FSCM
2905
Front Street Capital Management
Montana
$522M -$10.6M -2% 73
CFO
2906
Callan Family Office
Pennsylvania
$521M +$94.3M +22% 157
TAIM
2907
Te Ahumairangi Investment Management
New Zealand
$520M -$55.1M -10% 88
DSC
2908
Duncker Streett & Co
Missouri
$520M +$13.6M +3% 499
EFG
2909
Embree Financial Group
Illinois
$520M +$10.3M +2% 194
BEI
2910
Benjamin Edwards Inc
Missouri
$520M +$16.5M +3% 784
CA
2911
Crane Advisory
California
$519M +$22.7M +5% 43
WLIM
2912
White Lighthouse Investment Management
Massachusetts
$518M +$26M +5% 126
DLCIG
2913
D.L. Carlson Investment Group
New Hampshire
$518M +$5.95M +1% 152
CWC
2914
Carolinas Wealth Consulting
North Carolina
$518M +$10.7M +2% 1,089
LKIM
2915
Lawson Kroeker Investment Management
Nebraska
$518M -$9.62M -2% 90
BDF
2916
Black Diamond Financial
Maryland
$518M +$148M +40% 142
HEIP
2917
Hudson Edge Investment Partners
New Jersey
$518M +$5.43M +1% 203
DWM
2918
Dorchester Wealth Management
Quebec, Canada
$518M -$38.1M -7% 175
PCM
2919
Primavera Capital Management
Cayman Islands
$518M -$97.7M -16% 4
LS
2920
Leelyn Smith
Illinois
$517M +$17.9M +4% 131
DWA
2921
Divergent Wealth Advisors
Utah
$517M +$17M +3% 33
FFWA
2922
FRG Family Wealth Advisors
Washington
$517M +$6.82M +1% 376
CCT
2923
Chemung Canal Trust
New York
$517M -$1.49M -0.3% 123
SIC
2924
SJS Investment Consulting
Ohio
$516M +$15.7M +3% 1,722
SP
2925
Stablepoint Partners
Massachusetts
$516M +$22.5M +5% 247