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
CTC
2051
Chai Trust Company
Illinois
$922M -$270M -23% 14
MIM
2052
Morningstar Investment Management
Illinois
$922M +$51.9M +6% 208
HP
2053
Harvey Partners
New York
$922M +$65.2M +8% 46
QCMNJ
2054
Quantum Capital Management (New Jersey)
New Jersey
$919M +$69.3M +8% 33
FG
2055
Fiduciary Group
Georgia
$918M +$64.3M +8% 271
ACP
2056
Aveo Capital Partners
Colorado
$917M +$88.4M +11% 398
FFM
2057
Fairmount Funds Management
Pennsylvania
$917M -$29.1M -3% 18
FTF
2058
Freedom Together Foundation
New York
$916M -$16.6M -2% 26
HCM
2059
Howard Capital Management
Georgia
$915M +$106M +13% 86
SAM
2060
Sawgrass Asset Management
Florida
$914M +$26.9M +3% 210
KL
2061
KWMG LLC
Kansas
$914M +$60.1M +7% 138
TCM
2062
Tensile Capital Management
California
$914M +$58.5M +7% 19
ICP
2063
Ironvine Capital Partners
Nebraska
$912M +$78.1M +9% 45
SFG
2064
SNS Financial Group
Minnesota
$911M +$67.5M +8% 195
SWP
2065
Strategic Wealth Partners
Ohio
$911M +$100M +12% 311
TCBWMS
2066
Texas Capital Bank Wealth Management Services
Texas
$910M +$64.4M +8% 229
CCP
2067
Clough Capital Partners
Massachusetts
$910M +$5.58M +0.6% 205
P3I
2068
Progeny 3 Inc
Washington
$909M +$102M +13% 27
PCP
2069
Proficio Capital Partners
Massachusetts
$908M +$99.5M +12% 346
CM
2070
Caption Management
Oklahoma
$908M -$11.7M -1% 1,012
KCMH
2071
Kontiki Capital Management (HK)
Hong Kong
$907M +$59.8M +7% 8
SWPG
2072
Strategic Wealth Partners Group
Illinois
$906M +$113M +14% 70
CM
2073
Conifer Management
New York
$906M -$124M -12% 7
JAFL
2074
Jay A. Fishman Ltd
Michigan
$905M +$31.3M +4% 97
OFS
2075
OneAscent Financial Services
Alabama
$905M +$99.1M +12% 405