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
PCP
2176
Proficio Capital Partners
Massachusetts
$735M +$105M +17% 317
TAIM
2177
Te Ahumairangi Investment Management
New Zealand
$734M +$36.4M +5% 93
SP
2178
ShawSpring Partners
Massachusetts
$734M -$24.9M -3% 7
AWM
2179
Angeles Wealth Management
California
$734M +$61.4M +9% 224
IP
2180
Isthmus Partners
Wisconsin
$733M +$24M +3% 168
QIM
2181
Quest Investment Management
Oregon
$733M +$4.57M +0.6% 91
SAM
2182
Silverback Asset Management
North Carolina
$733M +$106M +17% 118
CET
2183
Clean Energy Transition
United Kingdom
$732M -$3.71M -0.5% 15
JFGLC
2184
Johnson Financial Group LLC (Colorado)
Colorado
$732M +$66.2M +10% 41
MDSL
2185
M.D. Sass LLC
New York
$732M +$92.8M +15% 37
AFP
2186
Ausdal Financial Partners
Iowa
$732M +$8M +1% 477
EWM
2187
Endurance Wealth Management
Rhode Island
$731M +$25.1M +4% 677
PFC
2188
Phocas Financial Corp
California
$731M +$33.2M +5% 200
PIP
2189
Permian Investment Partners
Texas
$730M +$93M +15% 18
ITP
2190
Iron Triangle Partners
Connecticut
$730M +$36.4M +5% 35
WM
2191
WS Management
Florida
$729M +$74.8M +11% 57
COI
2192
Connable Office Inc
Michigan
$729M +$40.8M +6% 219
HMH
2193
Hackensack Meridian Health
New Jersey
$729M +$37M +5% 10
RCYC
2194
Richard C. Young & Co
Rhode Island
$728M +$1.85M +0.3% 74
KWM
2195
Keebeck Wealth Management
Illinois
$728M +$107M +17% 272
PIA
2196
Petredis Investment Advisors
Pennsylvania
$727M +$86M +13% 102
PP
2197
PDT Partners
New York
$727M -$10.6M -1% 689
FAT
2198
First American Trust
California
$726M +$52M +8% 168
MAA
2199
Matrix Asset Advisors
New York
$726M +$34.3M +5% 99
EBSAM
2200
Eubel Brady & Suttman Asset Management
Ohio
$725M +$36M +5% 92