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
WRTC
4026
Wind River Trust Company
Wyoming
$275M +$6.5M +2% 10
WIM
4027
Wittenberg Investment Management
Massachusetts
$275M +$15.2M +6% 80
SC
4028
Searle & Co
Connecticut
$275M +$30.7M +13% 162
CCM
4029
Cutler Capital Management
Massachusetts
$275M +$10M +4% 122
ARIS
4030
Advanced Research Investment Solutions
California
$275M +$79.6M +41% 229
HCA
4031
Harbor Capital Advisors
Illinois
$275M 92
UIA
4032
UBP Investment Advisors
Switzerland
$275M +$16.8M +7% 108
SKK
4033
Shepherd Kaplan Krochuk
Massachusetts
$274M +$5.33M +2% 205
ST
4034
Somerset Trust
Pennsylvania
$274M +$29.4M +12% 149
FAP
4035
Financial Advisory Partners
Florida
$274M 72
CC
4036
Covalis Capital
United Kingdom
$274M -$159M -37% 137
BHWM
4037
Beaird Harris Wealth Management
Texas
$274M 686
FA
4038
Fermata Advisors
California
$273M +$46.7M +21% 197
AC
4039
Adelphi Capital
United Kingdom
$273M -$70M -20% 2
AC
4040
Arjuna Capital
North Carolina
$273M +$27M +11% 113
LRIA
4041
Leonard Rickey Investment Advisors
Washington
$273M +$34.7M +15% 76
NP
4042
Ninepoint Partners
Ontario, Canada
$273M -$3.7M -1% 97
SCM
4043
Susquehanna Capital Management
Pennsylvania
$273M 2
LA
4044
Legacy Advisors
Pennsylvania
$273M +$22.5M +9% 138
WWM
4045
WT Wealth Management
Arizona
$273M +$13.1M +5% 133
RCS
4046
Retirement Capital Strategies
California
$272M +$11.7M +4% 89
WOC
4047
West Oak Capital
California
$272M +$14.1M +5% 418
NG
4048
NWK Group
California
$272M +$19.7M +8% 93
GDS
4049
Gimbel Daniel Scott
$272M -$43.4M -14% 3
MFGM
4050
Marshall Financial Group (Maryland)
Maryland
$271M +$78.1M +40% 229