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
MA
3301
MONECO Advisors
Connecticut
$340M +$63.3M +23% 331
PTB
3302
Pioneer Trust Bank
Oregon
$340M +$9.94M +3% 78
MMG
3303
Monetary Management Group
Missouri
$340M +$19.6M +6% 351
RC
3304
Reik & Co
New York
$340M -$7.52M -2% 52
KMWM
3305
Keudell/Morrison Wealth Management
Oregon
$340M +$27.9M +9% 197
ISWM
3306
Independent Solutions Wealth Management
New York
$339M +$11M +3% 228
ECM
3307
Engine Capital Management
New York
$339M -$3.31M -1% 46
CCM
3308
Callodine Capital Management
Massachusetts
$339M +$7.72M +2% 49
HP
3309
HT Partners
Connecticut
$339M +$34.3M +11% 53
GF
3310
Gries Financial
Ohio
$338M +$37.1M +12% 174
MSS
3311
Mitchell Sinkler & Starr
Pennsylvania
$338M +$27.6M +9% 160
KA
3312
Kerrisdale Advisers
Florida
$338M +$528K +0.2% 112
TNA
3313
True North Advisors
Texas
$338M +$44.4M +15% 209
WFA
3314
Wellspring Financial Advisors
Ohio
$337M +$36.4M +12% 135
VCM
3315
Vector Capital Management
California
$337M -$61.8M -15% 7
CFS
3316
CRA Financial Services
New Jersey
$337M +$31.2M +10% 213
BB
3317
Berkshire Bank
Massachusetts
$337M +$9.51M +3% 138
FMC
3318
FTV Management Company
California
$336M +$1.21M +0.4% 2
GF
3319
Greenfield FTC
Nevada
$336M +$20.5M +6% 4
HFA
3320
High Falls Advisors
New York
$336M +$14.9M +5% 123
CSC
3321
Cook Street Consulting
Colorado
$336M -$4.72M -1% 2
LT
3322
Legacy Trust
Michigan
$336M +$11.9M +4% 163
JCM
3323
JAT Capital Management
Connecticut
$335M +$65.2M +24% 37
HIM
3324
Hanlon Investment Management
New Jersey
$335M +$43.4M +15% 155
CSC
3325
Cove Street Capital
California
$335M -$31.4M -9% 92