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
SSWM
2176
Sheets Smith Wealth Management
North Carolina
$599M -$8.64M -1% 315
P3I
2177
Progeny 3 Inc
Washington
$599M +$103M +21% 31
GHC
2178
Graham Holdings Company
Virginia
$597M -$51.1M -8% 6
SW
2179
SoFi Wealth
California
$597M +$45K +0% 11
OCM
2180
Olstein Capital Management
New York
$597M -$70.7M -11% 104
LWIC
2181
Leith Wheeler Investment Counsel
British Columbia, Canada
$596M -$161M -21% 54
FAT
2182
First American Trust
California
$595M -$36.6M -6% 164
NP
2183
Ninepoint Partners
Ontario, Canada
$595M -$59.7M -9% 94
CST
2184
Charles Schwab Trust
Nevada
$595M +$112M +23% 158
GIG
2185
Goodnow Investment Group
Connecticut
$595M -$54.7M -8% 20
M
2186
Mirova
France
$594M -$109M -16% 196
LC
2187
Lindbrook Capital
California
$593M -$12M -2% 3,071
TF
2188
Tompkins Financial
New York
$593M -$29.6M -5% 623
SCM
2189
SIR Capital Management
New York
$592M -$136M -19% 91
CWM
2190
Cabot Wealth Management
Massachusetts
$591M -$39.1M -6% 157
FCM
2191
Freshford Capital Management
New York
$591M -$67.9M -10% 26
PIMJS
2192
PKO Investment Management Joint-Stock
Poland
$590M -$105M -15% 141
TAIM
2193
Te Ahumairangi Investment Management
New Zealand
$590M -$73.4M -11% 99
SAA
2194
Southeast Asset Advisors
Georgia
$588M -$45.7M -7% 144
MIOT
2195
Massachusetts Institute of Technology
Massachusetts
$588M +$122M +26% 7
KOC
2196
Koss-Olinger Consulting
Florida
$588M +$39.6M +7% 239
CIA
2197
CCM Investment Advisers
South Carolina
$588M -$34.3M -6% 66
LWM
2198
Lyell Wealth Management
California
$587M -$25.9M -4% 200
VCP
2199
Vista Capital Partners
Oregon
$586M -$28M -5% 85
SC
2200
Strategy Capital
California
$586M +$13M +2% 7