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
SWM
3401
SilverOak Wealth Management
Minnesota
$403M +$32.5M +9% 94
BB
3402
Berkshire Bank
Massachusetts
$403M +$24.7M +7% 152
SCM
3403
Stanley Capital Management
Texas
$402M -$3.33M -0.8% 38
RC
3404
RDST Capital
Washington
$402M +$88.3M +28% 18
FSA
3405
Financial Services Advisory
Maryland
$402M +$52.4M +15% 62
WCP
3406
Welch Capital Partners
New York
$402M +$26.2M +7% 21
SPM
3407
Sycamore Partners Management
New York
$402M -$73.3M -15% 1
TWD
3408
True Wealth Design
Ohio
$401M +$46.2M +13% 818
LT
3409
Legacy Trust
Michigan
$401M +$16.9M +4% 160
BL
3410
Bleichroeder LP
New York
$401M -$49.1M -11% 82
GA
3411
Greenspring Advisors
Maryland
$400M +$37.5M +10% 88
RC
3412
Reik & Co
New York
$400M +$44.2M +12% 56
BFIC
3413
Bedell Frazier Investment Counselling
California
$400M +$36.7M +10% 100
PCM
3414
Punch Card Management
Florida
$400M +$19M +5% 5
SPG
3415
Strategic Planning Group
Utah
$400M +$98.5M +33% 119
MSS
3416
Mitchell Sinkler & Starr
Pennsylvania
$400M -$150M -27% 234
AFA
3417
Abacus FCF Advisors
Florida
$400M +$55.4M +16% 167
YCMGA
3418
York Capital Management Global Advisors
New York
$400M +$67.1M +20% 7
CWM
3419
Compass Wealth Management
Connecticut
$399M +$41.3M +12% 396
TAA
3420
TB Alternative Assets
Cayman Islands
$399M +$24.3M +6% 53
SCM
3421
Stordahl Capital Management
Colorado
$399M +$31.5M +9% 61
LSCM
3422
Light Street Capital Management
California
$399M +$65.3M +20% 26
DI
3423
Diligent Investors
California
$399M +$34.7M +10% 340
EDRIA
3424
Edmonds Duncan Registered Investment Advisors
Kansas
$399M +$13.6M +4% 146
RGI
3425
River Global Investors
United Kingdom
$398M -$129M -25% 228