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
NB
1901
NBT Bank
New York
$559M -$52.4M -9% 197
GPCM
1902
Greenbrier Partners Capital Management
Texas
$559M +$30.7M +6% 17
CA
1903
CapWealth Advisors
Tennessee
$558M +$41.1M +8% 111
FBFS
1904
First Business Financial Services
Wisconsin
$558M +$19.8M +4% 89
LCM
1905
Legato Capital Management
California
$558M -$29.3M -5% 130
MFG
1906
Merit Financial Group
Georgia
$558M +$49.2M +10% 122
SCA
1907
Summit Creek Advisors
Minnesota
$557M +$6.99M +1% 58
NA
1908
Newport Asia
California
$557M -$89.9M -14% 6
JAM
1909
Jacobs Asset Management
New York
$557M +$16.8M +3% 61
SWM
1910
SeaCrest Wealth Management
New York
$555M +$9.8M +2% 2,395
TW
1911
Transform Wealth
Colorado
$553M +$26.7M +5% 243
JMH
1912
J.M. Hartwell
New York
$553M +$19.1M +4% 91
HR
1913
Howe & Rusling
New York
$552M +$77K +0% 1,024
JC
1914
Jacobs & Co
California
$552M +$10.8M +2% 126
FRGX
1915
First Reserve GP XI
Connecticut
$552M +$107M +24% 1
OIM
1916
Opus Investment Management
Massachusetts
$552M +$7.19M +1% 95
GAM
1917
Griffin Asset Management
New York
$551M +$1.67M +0.3% 213
PC
1918
PM Capital
Australia
$551M -$3.69M -0.7% 25
AH
1919
Allen Holding
New York
$551M -$3.42M -0.6% 10
GIA
1920
Granite Investment Advisors
New Hampshire
$549M +$3.96M +0.7% 175
AWG
1921
Alpha Wave Global
New York
$548M +$53.6M +11% 26
TIM
1922
Thompson Investment Management
Wisconsin
$548M +$11.1M +2% 192
C
1923
Chescapmanager
Maryland
$547M +$37.7M +7% 48
TMAM
1924
Tokio Marine Asset Management
Japan
$546M -$21.2M -4% 278
CC
1925
Cadinha & Co
Hawaii
$546M +$50.8M +10% 136