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
WIM
4026
Wittenberg Investment Management
Massachusetts
$275M +$15.2M +6% 80
SC
4027
Searle & Co
Connecticut
$275M +$30.7M +13% 162
CCM
4028
Cutler Capital Management
Massachusetts
$275M +$10M +4% 122
ARIS
4029
Advanced Research Investment Solutions
California
$275M +$79.6M +41% 229
HCA
4030
Harbor Capital Advisors
Illinois
$275M 92
UIA
4031
UBP Investment Advisors
Switzerland
$275M +$16.8M +7% 108
SKK
4032
Shepherd Kaplan Krochuk
Massachusetts
$274M +$5.33M +2% 205
ST
4033
Somerset Trust
Pennsylvania
$274M +$29.4M +12% 149
FAP
4034
Financial Advisory Partners
Florida
$274M 72
CC
4035
Covalis Capital
United Kingdom
$274M -$159M -37% 137
BHWM
4036
Beaird Harris Wealth Management
Texas
$274M 686
FA
4037
Fermata Advisors
California
$273M +$46.7M +21% 197
AC
4038
Adelphi Capital
United Kingdom
$273M -$70M -20% 2
AC
4039
Arjuna Capital
North Carolina
$273M +$27M +11% 113
LRIA
4040
Leonard Rickey Investment Advisors
Washington
$273M +$34.7M +15% 76
NP
4041
Ninepoint Partners
Ontario, Canada
$273M -$3.7M -1% 97
SCM
4042
Susquehanna Capital Management
Pennsylvania
$273M 2
LA
4043
Legacy Advisors
Pennsylvania
$273M +$22.5M +9% 138
WWM
4044
WT Wealth Management
Arizona
$273M +$13.1M +5% 133
RCS
4045
Retirement Capital Strategies
California
$272M +$11.7M +4% 89
WOC
4046
West Oak Capital
California
$272M +$14.1M +5% 418
NG
4047
NWK Group
California
$272M +$19.7M +8% 93
GDS
4048
Gimbel Daniel Scott
$272M -$43.4M -14% 3
MFGM
4049
Marshall Financial Group (Maryland)
Maryland
$271M +$78.1M +40% 229
HLCM
4050
Hi-Line Capital Management
South Dakota
$271M -$8.64M -3% 28