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
MLIC
3301
Mandatum Life Insurance Company
Finland
$340M +$10.4M +3% 72
MA
3302
MONECO Advisors
Connecticut
$340M +$63.3M +23% 331
PTB
3303
Pioneer Trust Bank
Oregon
$340M +$9.94M +3% 78
MMG
3304
Monetary Management Group
Missouri
$340M +$19.6M +6% 351
RC
3305
Reik & Co
New York
$340M -$7.52M -2% 52
KMWM
3306
Keudell/Morrison Wealth Management
Oregon
$340M +$27.9M +9% 197
ISWM
3307
Independent Solutions Wealth Management
New York
$339M +$11M +3% 228
ECM
3308
Engine Capital Management
New York
$339M -$3.31M -1% 46
CCM
3309
Callodine Capital Management
Massachusetts
$339M +$7.72M +2% 49
HP
3310
HT Partners
Connecticut
$339M +$34.3M +11% 53
GF
3311
Gries Financial
Ohio
$338M +$37.1M +12% 174
MSS
3312
Mitchell Sinkler & Starr
Pennsylvania
$338M +$27.6M +9% 160
KA
3313
Kerrisdale Advisers
Florida
$338M +$528K +0.2% 112
TNA
3314
True North Advisors
Texas
$338M +$44.4M +15% 209
WFA
3315
Wellspring Financial Advisors
Ohio
$337M +$36.4M +12% 135
VCM
3316
Vector Capital Management
California
$337M -$61.8M -15% 7
CFS
3317
CRA Financial Services
New Jersey
$337M +$31.2M +10% 213
BB
3318
Berkshire Bank
Massachusetts
$337M +$9.51M +3% 138
FMC
3319
FTV Management Company
California
$336M +$1.21M +0.4% 2
GF
3320
Greenfield FTC
Nevada
$336M +$20.5M +6% 4
HFA
3321
High Falls Advisors
New York
$336M +$14.9M +5% 123
CSC
3322
Cook Street Consulting
Colorado
$336M -$4.72M -1% 2
LT
3323
Legacy Trust
Michigan
$336M +$11.9M +4% 163
JCM
3324
JAT Capital Management
Connecticut
$335M +$65.2M +24% 37
HIM
3325
Hanlon Investment Management
New Jersey
$335M +$43.4M +15% 155