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
SP
2176
ShawSpring Partners
Massachusetts
$734M -$24.9M -3% 7
AWM
2177
Angeles Wealth Management
California
$734M +$61.4M +9% 224
IP
2178
Isthmus Partners
Wisconsin
$733M +$24M +3% 168
QIM
2179
Quest Investment Management
Oregon
$733M +$4.57M +0.6% 91
SAM
2180
Silverback Asset Management
North Carolina
$733M +$106M +17% 118
CET
2181
Clean Energy Transition
United Kingdom
$732M -$3.71M -0.5% 15
JFGLC
2182
Johnson Financial Group LLC (Colorado)
Colorado
$732M +$66.2M +10% 41
MDSL
2183
M.D. Sass LLC
New York
$732M +$92.8M +15% 37
AFP
2184
Ausdal Financial Partners
Iowa
$732M +$8M +1% 477
EWM
2185
Endurance Wealth Management
Rhode Island
$731M +$25.1M +4% 677
PFC
2186
Phocas Financial Corp
California
$731M +$33.2M +5% 200
PIP
2187
Permian Investment Partners
Texas
$730M +$93M +15% 18
ITP
2188
Iron Triangle Partners
Connecticut
$730M +$36.4M +5% 35
WM
2189
WS Management
Florida
$729M +$74.8M +11% 57
COI
2190
Connable Office Inc
Michigan
$729M +$40.8M +6% 219
HMH
2191
Hackensack Meridian Health
New Jersey
$729M +$37M +5% 10
RCYC
2192
Richard C. Young & Co
Rhode Island
$728M +$1.85M +0.3% 74
KWM
2193
Keebeck Wealth Management
Illinois
$728M +$107M +17% 272
PIA
2194
Petredis Investment Advisors
Pennsylvania
$727M +$86M +13% 102
PP
2195
PDT Partners
New York
$727M -$10.6M -1% 689
FAT
2196
First American Trust
California
$726M +$52M +8% 168
MAA
2197
Matrix Asset Advisors
New York
$726M +$34.3M +5% 99
EBSAM
2198
Eubel Brady & Suttman Asset Management
Ohio
$725M +$36M +5% 92
CRCM
2199
Cat Rock Capital Management
Connecticut
$725M +$15.2M +2% 13
CIPU
2200
Caledonia Investments plc (UK)
United Kingdom
$724M +$43.4M +6% 13