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
BCM
2951
Bourgeon Capital Management
Connecticut
$511M +$58.6M +13% 406
TWM
2952
Tolleson Wealth Management
Texas
$511M +$25.7M +5% 86
CC
2953
Carrhae Capital
United Kingdom
$511M +$4.61M +0.9% 27
TSC
2954
Two Seas Capital
New York
$511M +$105M +26% 21
AWM
2955
Aprio Wealth Management
Georgia
$510M +$62.3M +14% 263
FFWA
2956
FRG Family Wealth Advisors
Washington
$510M +$16.8M +3% 377
EFG
2957
Embree Financial Group
Illinois
$510M +$34.3M +7% 202
IAM
2958
Iridian Asset Management
Connecticut
$510M -$41.6M -8% 57
TCM
2959
Tufton Capital Management
Maryland
$509M +$32.5M +7% 124
NG
2960
Northstar Group
New York
$509M +$48.8M +11% 154
CFS
2961
Cannon Financial Strategists
Georgia
$509M +$41.7M +9% 96
WDL
2962
Well Done LLC
Michigan
$508M -$2.67M -0.5% 200
VT
2963
Vise Technologies
New York
$508M +$43.2M +9% 404
MICM
2964
Matthews International Capital Management
California
$508M -$204M -29% 42
BFO
2965
Biltmore Family Office
North Carolina
$508M +$22M +5% 241
CWC
2966
Carolinas Wealth Consulting
North Carolina
$507M +$47.5M +10% 1,182
SA
2967
Strategic Advisors
New York
$507M -$21.3M -4% 213
DAM
2968
Deltec Asset Management
New York
$507M +$62.7M +14% 175
VARA
2969
Value Aligned Research Advisors
New Jersey
$507M +$111M +28% 20
EIM
2970
Essex Investment Management
Massachusetts
$507M -$1.25M -0.2% 339
DSC
2971
Duncker Streett & Co
Missouri
$507M +$32.8M +7% 499
BIP
2972
Blueprint Investment Partners
North Carolina
$506M +$143M +39% 157
CBFP
2973
Cedar Brook Financial Partners
Ohio
$506M +$55.8M +12% 447
FA
2974
Fiducient Advisors
Illinois
$505M -$28.3M -5% 146
PAM
2975
Peak Asset Management
Colorado
$505M +$50.4M +11% 151