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
CL
1701
CPWM LLC
Washington
$1.09B -$243M -18% 321
MC
1702
Montag & Caldwell
Georgia
$1.08B -$23.9M -2% 71
LDB
1703
Lee, Danner & Bass
Tennessee
$1.08B -$19.6M -2% 211
KCM
1704
Kanawha Capital Management
Virginia
$1.08B -$9.51M -0.9% 204
HCMG
1705
Howard Capital Management Group
California
$1.08B +$17.6M +2% 112
AC
1706
Alexandria Capital
Virginia
$1.08B +$1.59M +0.1% 268
DWT
1707
Dorsey & Whitney Trust
South Dakota
$1.08B +$29.4M +3% 559
WCM
1708
Windward Capital Management
California
$1.08B +$2.95M +0.3% 82
JIR
1709
James Investment Research
Ohio
$1.08B -$90.9M -8% 547
PWP
1710
Private Wealth Partners
California
$1.08B -$4.66M -0.4% 83
MP
1711
Mangrove Partners
Connecticut
$1.07B +$161M +18% 459
IVMX
1712
Institutional Venture Management XV
California
$1.07B +$357M +50% 8
ECA
1713
Encompass Capital Advisors
New York
$1.07B -$20M -2% 66
KA
1714
Klingman & Associates
New York
$1.07B +$27.8M +3% 176
BHWM
1715
Bar Harbor Wealth Management
New Hampshire
$1.07B -$6.64M -0.6% 254
FWP
1716
FAS Wealth Partners
Kansas
$1.07B +$2.11M +0.2% 404
OCM
1717
Opti Capital Management
New York
$1.07B +$133M +14% 45
HP
1718
Harbourvest Partners
Massachusetts
$1.06B +$18.5M +2% 67
MCM
1719
McKinley Capital Management
Alaska
$1.06B -$366M -26% 189
AUB
1720
Atlantic Union Bankshares
Virginia
$1.06B +$27.2M +3% 270
NM
1721
NWI Management
New York
$1.06B -$263M -20% 53
YL
1722
YCG LLC
Texas
$1.06B +$27.3M +3% 45
FWM
1723
FFT Wealth Management
Pennsylvania
$1.06B +$612M +137% 267
BIC
1724
Beach Investment Counsel
Pennsylvania
$1.06B -$61.4M -5% 179
RCAG
1725
Rehmann Capital Advisory Group
Michigan
$1.06B +$20.9M +2% 578