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
IAM
2951
Iridian Asset Management
Connecticut
$510M -$41.6M -8% 57
TCM
2952
Tufton Capital Management
Maryland
$509M +$32.5M +7% 124
NG
2953
Northstar Group
New York
$509M +$48.8M +11% 154
CFS
2954
Cannon Financial Strategists
Georgia
$509M +$41.7M +9% 96
WDL
2955
Well Done LLC
Michigan
$508M -$2.67M -0.5% 200
VT
2956
Vise Technologies
New York
$508M +$43.2M +9% 404
MICM
2957
Matthews International Capital Management
California
$508M -$204M -29% 42
BFO
2958
Biltmore Family Office
North Carolina
$508M +$22M +5% 241
CWC
2959
Carolinas Wealth Consulting
North Carolina
$507M +$47.5M +10% 1,182
SA
2960
Strategic Advisors
New York
$507M -$21.3M -4% 213
DAM
2961
Deltec Asset Management
New York
$507M +$62.7M +14% 175
VARA
2962
Value Aligned Research Advisors
New Jersey
$507M +$111M +28% 20
EIM
2963
Essex Investment Management
Massachusetts
$507M -$1.25M -0.2% 339
DSC
2964
Duncker Streett & Co
Missouri
$507M +$32.8M +7% 499
BIP
2965
Blueprint Investment Partners
North Carolina
$506M +$143M +39% 157
CBFP
2966
Cedar Brook Financial Partners
Ohio
$506M +$55.8M +12% 447
FA
2967
Fiducient Advisors
Illinois
$505M -$28.3M -5% 146
PAM
2968
Peak Asset Management
Colorado
$505M +$50.4M +11% 151
TODC
2969
Trustees of Dartmouth College
New Hampshire
$504M +$110M +28% 4
MCO
2970
MAK Capital One
New York
$504M -$36.5M -7% 11
AWCI
2971
Alpine Woods Capital Investors
New York
$503M -$165M -25% 184
BEI
2972
Benjamin Edwards Inc
Missouri
$503M +$44.5M +10% 767
AG
2973
Advocate Group
Minnesota
$503M +$37.1M +8% 125
AR
2974
Advisory Research
Illinois
$503M -$145M -22% 344
AVA
2975
Atlas Venture Advisors
Massachusetts
$503M -$66.3M -12% 5