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
KPW
2076
Kore Private Wealth
New York
$741M +$91.5M +14% 395
FDCC
2077
Foster Dykema Cabot & Co
Massachusetts
$740M +$27.2M +4% 98
CIA
2078
CCM Investment Advisers
South Carolina
$739M +$49M +7% 72
TS
2079
Third Security
Virginia
$739M -$355M -32% 12
CA
2080
Callahan Advisors
Texas
$738M +$55.1M +8% 146
IG
2081
Ithaka Group
Virginia
$738M -$159M -18% 41
NAM
2082
North American Management
Massachusetts
$738M +$30.6M +4% 110
NCM
2083
Narwhal Capital Management
Georgia
$737M +$33.6M +5% 168
ALAM
2084
Asahi Life Asset Management
Japan
$737M -$45M -6% 257
TA
2085
TruWealth Advisors
Louisiana
$736M +$66.3M +10% 116
CCA
2086
Checchi Capital Advisers
California
$736M +$43M +6% 529
HR
2087
Howe & Rusling
New York
$736M +$78.2M +12% 1,048
SC
2088
Strategy Capital
California
$735M -$20.3M -3% 8
BCM
2089
Brigade Capital Management
New York
$733M +$213M +41% 82
RC
2090
Randolph Company
Ohio
$733M +$58.8M +9% 44
KGAMU
2091
KPS Global Asset Management (UK)
United Kingdom
$732M +$50.3M +7% 7
NIM
2092
Needham Investment Management
New York
$732M +$136M +23% 124
CRM
2093
Cardano Risk Management
Netherlands
$731M -$680K -0.1% 5
MHIC
2094
Marble Harbor Investment Counsel
Massachusetts
$731M +$51.7M +8% 189
LWA
2095
Lenox Wealth Advisors
New York
$729M +$26.2M +4% 794
EA
2096
Efficient Advisors
Ohio
$729M +$74M +11% 60
CWM
2097
Campbell Wealth Management
Virginia
$729M +$43.5M +6% 69
UBV
2098
United Bank (Virginia)
Virginia
$728M +$59.5M +9% 186
FMBTD
2099
First Midwest Bank Trust Division
Illinois
$727M +$37.2M +5% 394
CCMD
2100
Cypress Capital Management (Delaware)
Delaware
$727M -$7.03M -1% 176