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
AC
1701
Alexandria Capital
Virginia
$1.08B +$1.59M +0.1% 268
DWT
1702
Dorsey & Whitney Trust
South Dakota
$1.08B +$29.4M +3% 559
WCM
1703
Windward Capital Management
California
$1.08B +$2.95M +0.3% 82
JIR
1704
James Investment Research
Ohio
$1.08B -$90.9M -8% 547
PWP
1705
Private Wealth Partners
California
$1.08B -$4.66M -0.4% 83
MP
1706
Mangrove Partners
Connecticut
$1.07B +$161M +18% 459
IVMX
1707
Institutional Venture Management XV
California
$1.07B +$357M +50% 8
ECA
1708
Encompass Capital Advisors
New York
$1.07B -$20M -2% 66
KA
1709
Klingman & Associates
New York
$1.07B +$27.8M +3% 176
BHWM
1710
Bar Harbor Wealth Management
New Hampshire
$1.07B -$6.64M -0.6% 254
FWP
1711
FAS Wealth Partners
Kansas
$1.07B +$2.11M +0.2% 404
OCM
1712
Opti Capital Management
New York
$1.07B +$133M +14% 45
HP
1713
Harbourvest Partners
Massachusetts
$1.06B +$18.5M +2% 67
MCM
1714
McKinley Capital Management
Alaska
$1.06B -$366M -26% 189
AUB
1715
Atlantic Union Bankshares
Virginia
$1.06B +$27.2M +3% 270
NM
1716
NWI Management
New York
$1.06B -$263M -20% 53
YL
1717
YCG LLC
Texas
$1.06B +$27.3M +3% 45
FWM
1718
FFT Wealth Management
Pennsylvania
$1.06B +$612M +137% 267
BIC
1719
Beach Investment Counsel
Pennsylvania
$1.06B -$61.4M -5% 179
RCAG
1720
Rehmann Capital Advisory Group
Michigan
$1.06B +$20.9M +2% 578
PHAM
1721
Pacific Heights Asset Management
California
$1.05B -$37.7M -3% 81
BWC
1722
Blue Whale Capital
United Kingdom
$1.05B +$173M +20% 22
SC
1723
Strategy Capital
California
$1.05B +$76.3M +8% 10
CM
1724
Crestline Management
Texas
$1.05B -$105M -9% 282
CC
1725
Courier Capital
New York
$1.05B -$433K -0% 319