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
WTB
1801
Washington Trust Bank
Washington
$521M -$182M -26% 225
CAM
1802
Carret Asset Management
New York
$521M -$165M -24% 276
SAM
1803
Sectoral Asset Management
Quebec, Canada
$521M -$149M -22% 77
WCM
1804
Wallace Capital Management
Texas
$521M -$207M -28% 71
EWM
1805
Endurance Wealth Management
Rhode Island
$520M -$133M -20% 612
CWM
1806
Cornerstone Wealth Management
Missouri
$519M -$98.5M -16% 389
JC
1807
Jacobs & Co
California
$518M -$140M -21% 139
JC
1808
JBF Capital
Colorado
$518M -$128M -20% 96
MAM
1809
Mastrapasqua Asset Management
Tennessee
$517M -$90.1M -15% 141
AH
1810
Allen Holding
New York
$516M -$165M -24% 9
CANY
1811
Caxton Associates (New York)
New York
$516M -$35.6M -6% 666
FDCC
1812
Foster Dykema Cabot & Co
Massachusetts
$516M -$196M -28% 101
RCYC
1813
Richard C. Young & Co
Rhode Island
$516M -$84.5M -14% 83
TWM
1814
Tanglewood Wealth Management
Texas
$515M -$4.26M -0.8% 25
NIP
1815
Nicholas Investment Partners
California
$513M -$393M -43% 230
FM
1816
Forward Management
California
$513M -$142M -22% 54
KA
1817
Kintegral Advisory
New York
$513M -$36.6M -7% 270
CWM
1818
Circle Wealth Management
New Jersey
$513M -$40.4M -7% 220
DTL
1819
Dynamic Technology Lab
Singapore
$513M -$111M -18% 1,523
CIC
1820
Cornercap Investment Counsel
Georgia
$512M -$230M -31% 500
VC
1821
Vestor Capital
Illinois
$512M -$148M -22% 171
IM
1822
Islet Management
New York
$512M +$8.9M +2% 147
VAS
1823
Vestmark Advisory Solutions
Massachusetts
$512M +$24.2M +5% 491
SFG
1824
Sather Financial Group
Texas
$511M -$127M -20% 88
IAN
1825
Integrated Advisors Network
Texas
$511M -$230M -31% 470