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
TWM
2151
Tanglewood Wealth Management
Texas
$688M +$20.8M +3% 35
COI
2152
Connable Office Inc
Michigan
$688M -$10.1M -1% 220
EIM
2153
Essex Investment Management
Massachusetts
$688M +$46.1M +7% 434
NEWAS
2154
N.E.W. Advisory Services
Wisconsin
$687M +$48.5M +8% 134
GCP
2155
Greenoaks Capital Partners
California
$687M +$90.7M +15% 17
LI
2156
LVZ Inc
Michigan
$687M +$46M +7% 157
CA
2157
Crewe Advisors
Utah
$686M +$55.2M +9% 1,072
TFP
2158
Triple Frond Partners
California
$685M +$80.7M +13% 10
NB
2159
NBT Bank
New York
$684M -$2.01M -0.3% 247
GAM
2160
Gemmer Asset Management
California
$684M +$51.9M +8% 124
SC
2161
Skylands Capital
Wisconsin
$684M +$52.5M +8% 157
5NCM
2162
59 North Capital Management
Texas
$683M +$125M +22% 16
DS
2163
DRW Securities
Illinois
$683M +$192M +39% 326
CU
2164
CDAM (UK)
United Kingdom
$683M +$52.4M +8% 12
MSFS
2165
Main Street Financial Solutions
Pennsylvania
$682M +$48M +8% 467
FSWA
2166
Financial Synergies Wealth Advisors
Texas
$682M +$35.7M +6% 515
CIPU
2167
Caledonia Investments plc (UK)
United Kingdom
$681M +$77.4M +13% 13
LWIC
2168
Leith Wheeler Investment Counsel
British Columbia, Canada
$681M +$15.5M +2% 61
TIA
2169
Traphagen Investment Advisors
New Jersey
$680M +$43.8M +7% 150
MIM
2170
Morningstar Investment Management
Illinois
$680M +$87.8M +15% 87
GA
2171
Geller Advisors
New York
$678M +$87.2M +15% 185
FM
2172
Freemont Management
Switzerland
$678M +$50.9M +8% 107
VCP
2173
Vista Capital Partners
Oregon
$678M +$36.2M +6% 88
AIA
2174
Absolute Investment Advisers
Florida
$677M +$11.1M +2% 118
TFS
2175
Thoroughbred Financial Services
Tennessee
$677M +$65M +11% 422