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
LC
1451
LNZ Capital
New York
$662M +$142M +27% 46
CCM
1452
Consonance Capital Management
New York
$661M -$84.6M -11% 30
OHCM
1453
Oak Hill Capital Management
New York
$658M -$438M -40% 5
SHGA
1454
Sand Hill Global Advisors
California
$658M +$35.5M +6% 83
BAAM
1455
Baker Avenue Asset Management
California
$658M -$38.3M -6% 209
SMA
1456
Simply Money Advisors
Ohio
$656M -$8.96M -1% 26
BCM
1457
Brookstone Capital Management
Illinois
$655M +$149M +29% 251
SG
1458
Swarthmore Group
Pennsylvania
$655M -$278M -30% 58
GWM
1459
Geneos Wealth Management
Colorado
$654M 1,783
CM
1460
Crestline Management
Texas
$654M -$479M -42% 1
FNT
1461
First National Trust
Pennsylvania
$653M +$21.2M +3% 317
CIC
1462
Carnegie Investment Counsel
Ohio
$653M +$76.6M +13% 305
FC
1463
Foundation Capital
California
$653M -$168M -20% 9
GL
1464
Governors Lane
New York
$653M +$305M +88% 45
EWA
1465
EP Wealth Advisors
California
$652M +$57.2M +10% 171
TT
1466
Tiedemann Trust
Delaware
$651M -$37.3M -5% 82
PCP
1467
P2 Capital Partners
New York
$649M +$56.1M +9% 15
MP
1468
Makaira Partners
California
$647M +$41.2M +7% 13
GCL
1469
Glazer Capital LLC
New York
$647M -$26.3M -4% 120
SC
1470
SouthState Corp
Florida
$643M +$5.56M +0.9% 222
BAM
1471
Berkshire Asset Management
Pennsylvania
$643M +$38.4M +6% 171
EIA
1472
Edgemoor Investment Advisors
Maryland
$642M -$24.5M -4% 141
MIM
1473
Martin Investment Management
Florida
$641M +$10.9M +2% 49
WB
1474
Webster Bank
Connecticut
$641M +$17.4M +3% 221
PWAG
1475
Polaris Wealth Advisory Group
California
$640M +$20.2M +3% 162