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
HEC
2151
Hudson Executive Capital
New York
$449M +$110M +32% 9
CWM
2152
Cabot Wealth Management
Massachusetts
$449M +$1.4M +0.3% 133
CCM
2153
Cobalt Capital Management
New Jersey
$448M -$33.9M -7% 57
ST
2154
Sentinel Trust
Texas
$447M -$26.2M -6% 125
ICP
2155
Ironvine Capital Partners
Nebraska
$447M +$31.7M +8% 83
BWM
2156
BerganKDV Wealth Management
Minnesota
$447M +$81.5M +22% 660
CCM
2157
Corsair Capital Management
New York
$447M -$87.2M -16% 69
JMFC
2158
J.M. Forbes & Co
Massachusetts
$447M +$17.3M +4% 109
RI
2159
RPTC Inc
Wyoming
$446M -$144M -24% 14
AF
2160
Arrow Financial
New York
$445M +$13.8M +3% 352
SLG
2161
Stanley-Laman Group
Pennsylvania
$445M +$6.22M +1% 285
11A
2162
10-15 Associates
New York
$445M +$24.4M +6% 112
AA
2163
Apriem Advisors
California
$445M +$35.3M +9% 449
RIA
2164
RPG Investment Advisory
California
$445M +$7.72M +2% 424
BCM
2165
Bayesian Capital Management
New York
$445M +$51.4M +13% 846
SFP
2166
Shepherd Financial Partners
Massachusetts
$445M +$38.5M +9% 138
AWM
2167
Avior Wealth Management
Nebraska
$444M +$11.3M +3% 893
MTB
2168
Mizuho Trust & Banking
Japan
$444M +$132M +42% 17
EA
2169
Evanston Advisors
Illinois
$443M +$13.6M +3% 74
SCM
2170
Somerset Capital Management
United Kingdom
$443M -$34.4M -7% 15
CPI
2171
Crestview Partners III
New York
$443M +$255M +136% 2
RWM
2172
RKL Wealth Management
Pennsylvania
$443M +$19.8M +5% 133
SAM
2173
Sompo Asset Management
Japan
$442M -$174M -28% 107
SHCM
2174
Stokes & Hubbell Capital Management
Louisiana
$441M +$10.4M +2% 124
3C
2175
361 Capital
Colorado
$441M +$37.3M +9% 442