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
COI
2101
Connable Office Inc
Michigan
$509M +$90.1M +22% 192
UAS
2102
United Asset Strategies
New York
$508M +$104M +26% 203
KC
2103
Keenan Capital
California
$507M +$141M +39% 14
CMO
2104
Covenant Multifamily Offices
Texas
$507M +$110M +28% 164
FHC
2105
First Heartland Consultants
Missouri
$507M +$119M +31% 303
KGAMU
2106
KPS Global Asset Management (UK)
United Kingdom
$507M +$251M +98% 12
DBC
2107
Deep Basin Capital
Connecticut
$506M +$198M +64% 57
CBT
2108
Central Bank & Trust
Kentucky
$506M +$91M +22% 267
QSS
2109
Quantitative Systematic Strategies
Florida
$506M +$384M +314% 641
EPC
2110
Emerson Point Capital
New York
$506M +$128M +34% 33
CSC
2111
Cove Street Capital
California
$505M +$17.2M +4% 104
MLM
2112
Mount Lucas Management
Pennsylvania
$505M +$19.1M +4% 81
HWA
2113
Heartwood Wealth Advisors
Virginia
$505M +$88.4M +21% 77
OHM
2114
Ordinal Holdings ManageCo
New York
$505M -$329M -39% 1
EAM
2115
Evanson Asset Management
California
$505M +$85.3M +20% 246
AIM
2116
Astor Investment Management
Illinois
$505M 42
TWI
2117
Thomas White International
Illinois
$504M +$55.3M +12% 306
IB
2118
Intrust Bank
Kansas
$503M +$144M +40% 346
CWM
2119
Cabot Wealth Management
Massachusetts
$501M +$82.8M +20% 139
MCM
2120
Matarin Capital Management
New York
$501M -$143M -22% 237
JA
2121
JLB & Associates
Michigan
$501M +$79.4M +19% 70
LGM
2122
Logos Global Management
California
$500M +$240M +92% 72
TCM
2123
Twele Capital Management
Minnesota
$500M +$43.4M +9% 43
WIC
2124
Whitegate Investment Counselors
New Hampshire
$500M +$87.9M +21% 199
SSWM
2125
Sheets Smith Wealth Management
North Carolina
$500M +$22.4M +5% 297