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
RC
3301
Reik & Co
New York
$340M -$7.52M -2% 52
KMWM
3302
Keudell/Morrison Wealth Management
Oregon
$340M +$27.9M +9% 197
ISWM
3303
Independent Solutions Wealth Management
New York
$339M +$11M +3% 228
ECM
3304
Engine Capital Management
New York
$339M -$3.31M -1% 46
CCM
3305
Callodine Capital Management
Massachusetts
$339M +$7.72M +2% 49
HP
3306
HT Partners
Connecticut
$339M +$34.3M +11% 53
GF
3307
Gries Financial
Ohio
$338M +$37.1M +12% 174
MSS
3308
Mitchell Sinkler & Starr
Pennsylvania
$338M +$27.6M +9% 160
KA
3309
Kerrisdale Advisers
Florida
$338M +$528K +0.2% 112
TNA
3310
True North Advisors
Texas
$338M +$44.4M +15% 209
WFA
3311
Wellspring Financial Advisors
Ohio
$337M +$36.4M +12% 135
VCM
3312
Vector Capital Management
California
$337M -$61.8M -15% 7
CFS
3313
CRA Financial Services
New Jersey
$337M +$31.2M +10% 213
BB
3314
Berkshire Bank
Massachusetts
$337M +$9.51M +3% 138
FMC
3315
FTV Management Company
California
$336M +$1.21M +0.4% 2
GF
3316
Greenfield FTC
Nevada
$336M +$20.5M +6% 4
HFA
3317
High Falls Advisors
New York
$336M +$14.9M +5% 123
CSC
3318
Cook Street Consulting
Colorado
$336M -$4.72M -1% 2
LT
3319
Legacy Trust
Michigan
$336M +$11.9M +4% 163
JCM
3320
JAT Capital Management
Connecticut
$335M +$65.2M +24% 37
HIM
3321
Hanlon Investment Management
New Jersey
$335M +$43.4M +15% 155
CSC
3322
Cove Street Capital
California
$335M -$31.4M -9% 92
CS
3323
Cisco Systems
California
$335M +$68.9M +26% 3
SCM
3324
Stanley Capital Management
Texas
$335M +$19.7M +6% 41
CCG
3325
Cloverfields Capital Group
Minnesota
$335M +$21M +7% 88