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
SBWIC
1801
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.3B +$71.2M +6% 155
PTC
1802
Philadelphia Trust Company
Pennsylvania
$1.3B +$135M +12% 257
ACP
1803
Atalan Capital Partners
New York
$1.3B +$250M +24% 12
AHSSHC
1804
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.3B -$1.22B -48% 24
KCM
1805
Kathmere Capital Management
Pennsylvania
$1.3B +$122M +10% 508
VCM
1806
Valiant Capital Management
California
$1.3B +$370M +40% 37
YIA
1807
YHB Investment Advisors
Connecticut
$1.3B +$98.2M +8% 305
NCGI
1808
Next Century Growth Investors
Minnesota
$1.29B +$170M +15% 136
YL
1809
YCG LLC
Texas
$1.29B +$17M +1% 38
BHWM
1810
Beaird Harris Wealth Management
Texas
$1.29B +$116M +10% 641
HTHT
1811
Hemenway Trust Hemenway Trust
New Hampshire
$1.29B +$64.2M +5% 134
NPT
1812
Nixon Peabody Trust
Massachusetts
$1.29B +$113M +10% 157
APCM
1813
Alaska Permanent Capital Management
Alaska
$1.29B +$104M +9% 41
TCA
1814
Transcend Capital Advisors
New Jersey
$1.29B -$101M -7% 717
LFS
1815
Lutz Financial Services
Nebraska
$1.29B +$66.7M +5% 98
CWM
1816
Cahaba Wealth Management
Georgia
$1.29B +$78.4M +6% 162
LWL
1817
Leo Wealth LLC
Texas
$1.29B +$590M +85% 401
LDB
1818
Lee, Danner & Bass
Tennessee
$1.29B +$49.1M +4% 229
JAG
1819
Journey Advisory Group
Kentucky
$1.28B +$64.9M +5% 292
NI
1820
Nuance Investments
Missouri
$1.28B -$239M -16% 53
ACM
1821
Ashe Capital Management
New Jersey
$1.28B +$165M +15% 7
AIA
1822
Ally Invest Advisors
North Carolina
$1.28B +$115M +10% 76
PWP
1823
Private Wealth Partners
California
$1.28B +$74.4M +6% 175
FACM
1824
Forest Avenue Capital Management
Florida
$1.28B +$550M +75% 19
MYIA
1825
Mount Yale Investment Advisors
Colorado
$1.28B +$115M +10% 1,513