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
NB
1526
NBT Bank
New York
$638M +$15M +2% 204
SC
1527
SouthState Corp
Florida
$638M -$17.4M -3% 275
IG
1528
Ithaka Group
Virginia
$638M -$29M -4% 45
LT
1529
LJ Trust
Nevada
$637M +$110M +21% 13
CHA
1530
Cedar Hill Associates
Illinois
$634M +$15.1M +2% 83
PAM
1531
Private Asset Management
California
$629M +$4.83M +0.8% 153
JWA
1532
JFS Wealth Advisors
Pennsylvania
$629M +$57.3M +10% 571
LBC
1533
Lowe Brockenbrough & Co
Virginia
$629M +$2.65M +0.4% 199
GKFF
1534
George Kaiser Family Foundation
Oklahoma
$629M +$42.7M +7% 22
WSCM
1535
Wellington Shields Capital Management
New York
$629M +$25.7M +4% 381
PCM
1536
Prelude Capital Management
New York
$628M -$17M -3% 2,343
DBT
1537
Dubuque Bank & Trust
Iowa
$627M +$19.6M +3% 620
TI
1538
Truepoint Inc
Ohio
$625M +$33.5M +6% 32
DSI
1539
Daiwa SB Investments
Japan
$624M -$174M -22% 170
OC
1540
Oakmont Corp
California
$624M +$67.5M +12% 22
CHCM
1541
Columbus Hill Capital Management
New Jersey
$624M -$322M -34% 52
AIM
1542
Avity Investment Management
Connecticut
$623M +$35.9M +6% 70
IHL
1543
Investment House LLC
California
$620M +$18.6M +3% 162
CDH
1544
Charles D. Hyman
$620M +$21.9M +4% 153
TL
1545
Tirschwell & Loewy
New York
$619M +$20.4M +3% 86
BFPW
1546
BOK Financial Private Wealth
Colorado
$615M +$18.9M +3% 86
GCAC
1547
Guardian Capital Advisors (Canada)
Ontario, Canada
$615M +$13.6M +2% 186
GF
1548
Gerstein Fisher
New York
$614M +$45.9M +8% 417
PWAM
1549
Park West Asset Management
California
$614M -$57.1M -9% 62
PGCM
1550
Prescott Group Capital Management
Oklahoma
$612M +$105M +21% 274