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
DMC
3176
Drexel Morgan & Co
Pennsylvania
$386M -$11.3M -3% 46
GG
3177
Gleason Group
Kentucky
$385M +$36.9M +11% 238
GC
3178
Gibson Capital
Pennsylvania
$385M +$4.77M +1% 63
NHT
3179
New Hampshire Trust
New Hampshire
$385M +$12.1M +3% 379
TP
3180
TenCore Partners
New York
$384M +$38.3M +11% 14
RAM
3181
RJA Asset Management
Connecticut
$384M +$110M +40% 4
KC
3182
Kingfisher Capital
North Carolina
$384M +$2.77M +0.7% 176
TWM
3183
TMD Wealth Management
Arizona
$384M +$29.5M +8% 59
MRCM
3184
M&R Capital Management
New Jersey
$383M +$26M +7% 632
WIC
3185
Wilkins Investment Counsel
Massachusetts
$383M +$2.14M +0.6% 74
PW
3186
Peninsula Wealth
California
$383M +$36M +10% 77
ASP
3187
Adams Street Partners
Illinois
$382M +$61.8M +19% 21
FGP
3188
Foyston, Gordon, & Payne
Ontario, Canada
$382M +$10.6M +3% 57
AW
3189
Avion Wealth
Texas
$382M +$15.2M +4% 1,118
AGP
3190
Akaris Global Partners
New York
$381M +$61.3M +19% 22
CAM
3191
Chandler Asset Management
California
$381M -$40M -9% 24
RIG
3192
Renaissance Investment Group
Massachusetts
$381M +$24.7M +7% 83
SFP
3193
Sweet Financial Partners
Minnesota
$381M +$19.3M +5% 183
TCPWM
3194
Traverso Chambers Private Wealth Management
California
$381M +$16M +4% 120
LI
3195
Lafayette Investments
Maryland
$381M +$19.4M +5% 129
CWS
3196
Cypress Wealth Services
California
$381M +$39.1M +11% 266
EECFX
3197
EnCap Energy Capital Fund X
Texas
$381M 1
BHMP
3198
Bardin Hill Management Partners
New York
$380M -$22.6M -6% 82
IF
3199
Ironwood Financial
Arizona
$380M +$21.6M +6% 140
FC
3200
Fulcrum Capital
Washington
$380M +$8.78M +2% 120