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
SFS
1476
Strategic Financial Services
New York
$974M +$74M +8% 130
FLII
1477
First Long Island Investors
New York
$968M +$86M +10% 59
LPT
1478
Legacy Private Trust
Wisconsin
$968M +$60.5M +7% 218
SGI
1479
Summit Global Investments
Utah
$968M +$101M +12% 276
JCM
1480
Jag Capital Management
Missouri
$968M +$111M +13% 187
EC
1481
Engaged Capital
California
$967M +$38.8M +4% 12
RVPG
1482
Relative Value Partners Group
$965M +$12.1M +1% 192
OC
1483
Oakmont Corp
California
$964M +$196M +26% 27
CRCM
1484
Cat Rock Capital Management
Connecticut
$963M +$16.1M +2% 14
CIAS
1485
CBIZ Investment Advisory Services
Ohio
$962M +$54.4M +6% 126
AWM
1486
Altium Wealth Management
New York
$962M +$71.9M +8% 352
NCGI
1487
Next Century Growth Investors
Minnesota
$961M +$82.3M +9% 133
IFLIT
1488
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$960M +$67.8M +8% 21
BFPW
1489
BOK Financial Private Wealth
Colorado
$960M +$4.06M +0.4% 179
AIM
1490
Avity Investment Management
Connecticut
$960M +$69M +8% 73
PTC
1491
Petrus Trust Company
Texas
$959M +$101M +12% 405
OSIA
1492
O'Shares Investment Advisers
Massachusetts
$959M +$162M +20% 353
SC
1493
SouthState Corp
Florida
$958M +$142M +17% 351
AC
1494
Avenir Corporation
Virginia
$958M +$80.2M +9% 70
WFMPM
1495
Woodley Farra Manion Portfolio Management
Indiana
$958M +$961K +0.1% 448
CGM
1496
Capital Growth Management
Massachusetts
$957M +$96.5M +11% 69
CT
1497
CGM Trust
Massachusetts
$957M 46
6M
1498
6 Meridian
Kansas
$957M +$13.3M +1% 420
VMV
1499
Venrock Management VI
California
$957M +$93.1M +11% 3
CP
1500
Cumberland Partners
Ontario, Canada
$956M -$7.47M -0.8% 168