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
TI
2201
TRG Investments
Virginia
$446M -$22.8M -5% 2
WA
2202
WBH Advisory
Maryland
$445M +$13.9M +3% 241
LF
2203
Lee Financial
Texas
$445M +$1.72M +0.4% 557
KPW
2204
Kore Private Wealth
New York
$444M +$1.53M +0.3% 247
DBG
2205
De Burlo Group
Massachusetts
$444M -$68M -13% 93
FCP
2206
Fine Capital Partners
New York
$443M -$118M -21% 11
IM
2207
Islet Management
New York
$443M -$950K -0.2% 109
SGA
2208
Strategic Global Advisors
California
$443M -$26.4M -6% 173
OAM
2209
Oberweis Asset Management
Illinois
$443M -$108M -20% 233
C
2210
Chescapmanager
Maryland
$442M -$91.7M -17% 35
BBI
2211
Baxter Bros Inc
Connecticut
$442M +$4.05M +0.9% 121
EPM
2212
Elm Partners Management
Pennsylvania
$442M -$5M -1% 43
WCF
2213
West Coast Financial
California
$441M +$3.97M +0.9% 113
GFWEX
2214
G.F.W. Energy XI
Texas
$441M -$131M -23% 2
QCMNJ
2215
Quantum Capital Management (New Jersey)
New Jersey
$441M +$20.7M +5% 38
MIM
2216
Miller Investment Management
Pennsylvania
$440M +$1.93M +0.4% 79
MCM
2217
MV Capital Management
Maryland
$440M +$7.15M +2% 409
EFSCE
2218
Enterprise Financial Services Corp (EFSC)
Missouri
$439M -$21.1M -5% 1,221
EMG
2219
Ellington Management Group
Connecticut
$439M -$64M -13% 875
EPC
2220
Emerson Point Capital
New York
$438M -$21.3M -5% 30
F
2221
F3Logic
Minnesota
$437M -$96.5M -18% 214
MGB
2222
Mass General Brigham
Massachusetts
$436M +$284M +186% 3
QSS
2223
Quantitative Systematic Strategies
Florida
$436M -$95.4M -18% 645
CCM
2224
Cohen Capital Management
California
$435M +$6.3M +1% 140
JWBC
2225
J.W. Burns & Co
New York
$434M +$2.19M +0.5% 173