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
MC
2076
Middleton & Co
Massachusetts
$675M +$17.6M +3% 161
DG
2077
DigitalBridge Group
Florida
$674M +$9.91M +1% 58
DCM
2078
Discovery Capital Management
Connecticut
$674M +$35.2M +6% 71
PTC
2079
Private Trust Company
Ohio
$674M +$58.3M +9% 2,336
ORI
2080
Oak Ridge Investments
Illinois
$671M +$11.7M +2% 163
CT
2081
Coastline Trust
Rhode Island
$671M +$46.2M +7% 316
CLC
2082
Charles-Lim Capital
Hong Kong
$671M +$173M +35% 11
WPC
2083
Wedmont Private Capital
Pennsylvania
$668M +$171M +34% 477
COCM
2084
Charter Oak Capital Management
New Hampshire
$668M +$42.7M +7% 167
TWM
2085
Tanglewood Wealth Management
Texas
$668M +$5.15M +0.8% 32
MAA
2086
Matrix Asset Advisors
New York
$667M +$57M +9% 88
VIM
2087
Vancity Investment Management
British Columbia, Canada
$667M +$37.7M +6% 55
HS
2088
Hazelview Securities
Ontario, Canada
$667M +$6.16M +0.9% 29
AIA
2089
Absolute Investment Advisers
Florida
$666M +$104M +18% 119
IP
2090
Isthmus Partners
Wisconsin
$666M +$84.7M +15% 169
LWIC
2091
Leith Wheeler Investment Counsel
British Columbia, Canada
$665M +$69M +12% 55
PWMAG
2092
Pinnacle Wealth Management Advisory Group
New Jersey
$665M +$63.8M +11% 316
ACP
2093
Aveo Capital Partners
Colorado
$665M +$84.7M +15% 348
SW
2094
SoFi Wealth
California
$664M +$67M +11% 11
EWM
2095
Endurance Wealth Management
Rhode Island
$664M +$58.2M +10% 677
CC
2096
Commodore Capital
New York
$664M +$41.7M +7% 41
SJIC
2097
St. James Investment Company
Texas
$663M +$41.5M +7% 32
GAM
2098
Griffin Asset Management
New York
$663M +$61.2M +10% 221
CCG
2099
Cypress Capital Group
Florida
$663M +$62.8M +10% 302
BCM
2100
Bowie Capital Management
Texas
$662M +$27.8M +4% 36