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
TL
1526
Tirschwell & Loewy
New York
$617M +$35M +6% 84
GKFF
1527
George Kaiser Family Foundation
Oklahoma
$617M +$34.9M +6% 20
PP
1528
Patten & Patten
Tennessee
$615M -$124M -17% 267
CA
1529
Cullinan Associates
Kentucky
$615M -$265M -30% 97
MA
1530
Montag & Associates
Georgia
$613M +$21.7M +4% 251
TTWM
1531
TCV Trust & Wealth Management
Virginia
$612M +$18.6M +3% 179
CCA
1532
Catalyst Capital Advisors
New York
$610M +$170M +39% 465
ST
1533
Spinnaker Trust
Maine
$610M +$2.06M +0.3% 181
PCM
1534
Prelude Capital Management
New York
$609M +$15.9M +3% 2,279
SAM
1535
Serengeti Asset Management
New York
$609M +$9.91M +2% 54
BT
1536
Beacon Trust
New Jersey
$608M +$23M +4% 212
KRSITF
1537
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$608M +$38.5M +7% 472
SC
1538
SouthState Corp
Florida
$606M -$14.6M -2% 281
WAM
1539
Winslow Asset Management
Ohio
$604M +$28.8M +5% 94
CHFS
1540
Cobble Hill Financial Services
New Jersey
$604M -$2.13M -0.4% 54
PCA
1541
Personal Capital Advisors
California
$604M +$159M +36% 88
MP
1542
Makaira Partners
California
$604M +$45.6M +8% 10
WMC
1543
Westwood Management Corporation
Illinois
$603M +$17.1M +3% 94
GIM
1544
Goelzer Investment Management
Indiana
$602M +$41.7M +7% 198
BFPW
1545
BOK Financial Private Wealth
Colorado
$601M +$27.8M +5% 77
EWM
1546
Endurance Wealth Management
Rhode Island
$600M +$85.3M +17% 189
RC
1547
RGM Capital
Florida
$600M +$53.4M +10% 22
LNB
1548
Ledyard National Bank
$599M +$11.1M +2% 748
SAG
1549
Sterne Agee Group
Alabama
$598M +$89.8M +18% 303
FHB
1550
First Hawaiian Bank
Hawaii
$598M +$27.2M +5% 134