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
LOPW
3026
Live Oak Private Wealth
North Carolina
$291M +$15.5M +6% 138
KHLMTHM
3027
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$291M +$46.9M +19% 64
GKFF
3028
George Kaiser Family Foundation
Oklahoma
$291M +$61.7M +27% 43
TGI
3029
TRV GP IV
Massachusetts
$290M +$73.4M +34% 5
EGA
3030
E&G Advisors
Texas
$290M +$31.5M +12% 184
NG
3031
Northstar Group
New York
$290M +$42.2M +17% 135
PC
3032
Permanens Capital
New York
$290M +$24.8M +9% 122
ECM
3033
Endurant Capital Management
California
$290M +$44.4M +18% 82
ECAM
3034
East Coast Asset Management
Massachusetts
$289M -$58.2M -17% 62
WLIM
3035
White Lighthouse Investment Management
Massachusetts
$289M +$16.5M +6% 114
TGAM
3036
TBH Global Asset Management
Tennessee
$289M +$36.4M +14% 183
TC
3037
Tetrad Corporation
Nebraska
$289M +$29.3M +11% 4
CVM
3038
Cheviot Value Management
California
$288M +$31.9M +12% 59
NB
3039
Nicolet Bankshares
Wisconsin
$288M +$23.1M +9% 189
MCM
3040
Monarch Capital Management
Indiana
$288M +$14.2M +5% 99
NC
3041
Nucleo Capital
Brazil
$288M +$45M +19% 4
RIA
3042
RP Investment Advisors
Ontario, Canada
$288M -$112M -28% 56
CIP
3043
Convergence Investment Partners
Florida
$287M -$3.42M -1% 280
PWMAG
3044
Pinnacle Wealth Management Advisory Group
New Jersey
$287M +$18M +7% 189
QI
3045
Qtron Investments
Massachusetts
$287M +$37.2M +15% 305
AO
3046
Allen Operations
New York
$287M +$90.5M +46% 27
BCM
3047
Basso Capital Management
Connecticut
$287M -$32.2M -10% 248
LHC
3048
Lodge Hill Capital
New York
$287M +$16M +6% 31
SM
3049
Selkirk Management
New Jersey
$287M +$53.9M +23% 22
SNB
3050
Security National Bank
Nebraska
$287M +$44.8M +19% 71