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
LPT
1451
Legacy Private Trust
Wisconsin
$663M +$5.13M +0.8% 255
LC
1452
LNZ Capital
New York
$662M +$142M +27% 46
CCM
1453
Consonance Capital Management
New York
$661M -$84.6M -11% 30
OHCM
1454
Oak Hill Capital Management
New York
$658M -$438M -40% 5
SHGA
1455
Sand Hill Global Advisors
California
$658M +$35.5M +6% 83
BAAM
1456
Baker Avenue Asset Management
California
$658M -$38.3M -6% 209
SMA
1457
Simply Money Advisors
Ohio
$656M -$8.96M -1% 26
BCM
1458
Brookstone Capital Management
Illinois
$655M +$149M +29% 251
SG
1459
Swarthmore Group
Pennsylvania
$655M -$278M -30% 58
GWM
1460
Geneos Wealth Management
Colorado
$654M 1,783
CM
1461
Crestline Management
Texas
$654M -$479M -42% 1
FNT
1462
First National Trust
Pennsylvania
$653M +$21.2M +3% 317
CIC
1463
Carnegie Investment Counsel
Ohio
$653M +$76.6M +13% 305
FC
1464
Foundation Capital
California
$653M -$168M -20% 9
GL
1465
Governors Lane
New York
$653M +$305M +88% 45
EWA
1466
EP Wealth Advisors
California
$652M +$57.2M +10% 171
TT
1467
Tiedemann Trust
Delaware
$651M -$37.3M -5% 82
PCP
1468
P2 Capital Partners
New York
$649M +$56.1M +9% 15
MP
1469
Makaira Partners
California
$647M +$41.2M +7% 13
GCL
1470
Glazer Capital LLC
New York
$647M -$26.3M -4% 120
SC
1471
SouthState Corp
Florida
$643M +$5.56M +0.9% 222
BAM
1472
Berkshire Asset Management
Pennsylvania
$643M +$38.4M +6% 171
EIA
1473
Edgemoor Investment Advisors
Maryland
$642M -$24.5M -4% 141
MIM
1474
Martin Investment Management
Florida
$641M +$10.9M +2% 49
WB
1475
Webster Bank
Connecticut
$641M +$17.4M +3% 221