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
PTC
1676
Philadelphia Trust Company
Pennsylvania
$934M +$49.6M +6% 236
EAM
1677
Evanson Asset Management
California
$930M +$78.1M +9% 275
IECM
1678
Intrinsic Edge Capital Management
Illinois
$929M +$31.2M +3% 186
S
1679
Siemens
Germany
$928M -$183M -16% 2
FFBTD
1680
First Financial Bank - Trust Division
Ohio
$925M +$110M +14% 199
BMCM
1681
Bryn Mawr Capital Management
Pennsylvania
$925M +$643M +228% 268
HCL
1682
Heard Capital LLC
Illinois
$923M +$89.5M +11% 27
BONST
1683
Bank of Nova Scotia Trust
Ontario, Canada
$923M +$40.9M +5% 139
BWM
1684
BerganKDV Wealth Management
Minnesota
$923M +$86.9M +10% 1,137
DVI
1685
Deccan Value Investors
Connecticut
$923M +$124M +16% 5
1WM
1686
1900 Wealth Management
Texas
$922M +$67.1M +8% 243
PPW
1687
Parcion Private Wealth
Washington
$922M +$39.5M +4% 223
WCM
1688
Windward Capital Management
California
$922M +$37.3M +4% 78
TCA
1689
Transcend Capital Advisors
New Jersey
$920M +$22.3M +2% 529
DP
1690
Dundas Partners
United Kingdom
$920M +$60.5M +7% 52
DAM
1691
Delta Asset Management
Tennessee
$918M +$92.7M +11% 669
WTA
1692
Washington Trust Advisors
Massachusetts
$915M -$153M -14% 917
GL
1693
Governors Lane
New York
$914M -$140M -13% 180
NRCM
1694
North Reef Capital Management
California
$912M +$512M +128% 48
ACM
1695
Ashe Capital Management
New Jersey
$911M -$136M -13% 8
MCM
1696
Mill Capital Management
North Carolina
$910M +$53.6M +6% 134
GWM
1697
Greenwich Wealth Management
Connecticut
$909M -$29.1M -3% 257
IFLIT
1698
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$907M -$17.3M -2% 18
CHP
1699
Castle Hook Partners
New York
$907M +$277M +44% 60
SVWAG
1700
Sound View Wealth Advisors Group
Georgia
$907M +$461M +103% 401