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
CC
2126
Callan Capital
California
$614M -$34.1M -5% 131
NAS
2127
Nicolet Advisory Services
Wisconsin
$613M -$60.5M -9% 197
CFD
2128
Creative Financial Designs
Indiana
$612M +$3.18M +0.5% 1,383
NB
2129
NBT Bank
New York
$612M -$42.4M -6% 233
TC
2130
Towle & Co
Colorado
$612M -$25.5M -4% 77
CU
2131
CDAM (UK)
United Kingdom
$611M -$57.1M -9% 13
DIP
2132
DT Investment Partners
Pennsylvania
$611M -$62M -9% 473
PP
2133
PrairieView Partners
Minnesota
$611M -$31M -5% 495
TCIM
2134
TOMS Capital Investment Management
New York
$610M +$526M +627% 14
MAA
2135
Matrix Asset Advisors
New York
$610M -$40.7M -6% 88
AI
2136
Aperture Investors
New York
$610M +$10.5M +2% 102
SCA
2137
Stieven Capital Advisors
Missouri
$610M -$23.3M -4% 51
MB
2138
Mizuho Bank
Japan
$609M -$45M -7% 7
SC
2139
Skylands Capital
Wisconsin
$609M -$73.5M -11% 158
LOIM
2140
Liberty One Investment Management
Illinois
$608M +$20M +3% 153
HCM
2141
Hodges Capital Management
Texas
$608M -$383M -39% 230
TCM
2142
Telos Capital Management
California
$608M -$47M -7% 177
MSFS
2143
Main Street Financial Solutions
Pennsylvania
$607M -$167M -22% 482
HIA
2144
Harbor Investment Advisory
Maryland
$607M -$16.8M -3% 1,434
ST
2145
Sentinel Trust
Texas
$607M -$42.3M -7% 128
CWM
2146
Circle Wealth Management
New Jersey
$606M -$22.4M -4% 166
AF
2147
Ally Financial
Michigan
$606M -$127M -17% 117
EWM
2148
Endurance Wealth Management
Rhode Island
$605M -$52.9M -8% 658
SFBLI
2149
Southern Farm Bureau Life Insurance
Mississippi
$605M -$71.3M -11% 31
MP
2150
Makaira Partners
California
$604M +$161M +36% 10