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
PMG
1851
ProVise Management Group
Florida
$1.27B +$87.6M +7% 264
TFHU
1852
TLT Family Holdco ULC
$1.26B 9
AA
1853
Armis Advisers
Georgia
$1.26B +$194M +18% 489
APW
1854
Austin Private Wealth
Texas
$1.26B +$149M +13% 300
CPCM
1855
Cardinal Point Capital Management
Ontario, Canada
$1.26B +$174M +16% 254
SSP
1856
Sixth Street Partners
Texas
$1.26B +$497M +65% 21
ET
1857
Entropy Technologies
New York
$1.26B +$232M +23% 1,057
DMC
1858
Deer Management Company
New York
$1.26B +$176M +16% 9
GIM
1859
Grassi Investment Management
California
$1.26B +$176M +16% 129
CNAM
1860
Campbell Newman Asset Management
Wisconsin
$1.26B +$76.7M +7% 111
PD
1861
Point72 (DIFC)
United Arab Emirates
$1.25B +$216M +21% 1,672
NIM
1862
Needham Investment Management
New York
$1.25B +$187M +18% 155
HCM
1863
Hilton Capital Management
New York
$1.25B +$76.4M +6% 182
FIM
1864
Freedom Investment Management
Connecticut
$1.25B +$61.7M +5% 792
FAT
1865
First American Trust
California
$1.25B +$165M +15% 261
TWM
1866
Tradition Wealth Management
Minnesota
$1.25B +$116M +10% 475
HR
1867
Hardy Reed
Mississippi
$1.25B +$114M +10% 257
NCM
1868
Narwhal Capital Management
Georgia
$1.25B +$123M +11% 172
AAIM
1869
American Assets Investment Management
California
$1.24B +$101M +9% 147
MDSL
1870
M.D. Sass LLC
New York
$1.24B +$106M +9% 40
TCMI
1871
Technology Crossover Management IX
California
$1.24B +$92.6M +8% 6
IAIM
1872
International Assets Investment Management
Florida
$1.24B +$98M +9% 905
WC
1873
Waterloo Capital
Texas
$1.24B +$163M +15% 492
SIM
1874
Sprucegrove Investment Management
Ontario, Canada
$1.24B +$308M +33% 44
RIA
1875
Recurrent Investment Advisors
Texas
$1.24B +$55.5M +5% 67