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
HT
2226
Heritage Trust
Oklahoma
$780M +$69.4M +10% 248
LG
2227
LaFleur & Godfrey
Michigan
$780M +$55.8M +8% 130
KA
2228
Kinnevik AB
Sweden
$779M 2
NB
2229
NBT Bank
New York
$778M +$58M +8% 251
BPM
2230
Blue Pool Management
Hong Kong
$778M -$613M -44% 18
AI
2231
Aperture Investors
New York
$777M +$32.7M +4% 102
FMBTD
2232
First Midwest Bank Trust Division
Illinois
$777M +$74.8M +11% 392
FMC
2233
FTV Management Company
California
$776M +$655M +543% 2
WJA
2234
Willis Johnson & Associates
Texas
$775M +$55.4M +8% 108
RCGI
2235
Ribbit Capital GP III
California
$774M 3
SGA
2236
Strategic Global Advisors
California
$774M +$91.3M +13% 154
TAIM
2237
Te Ahumairangi Investment Management
New Zealand
$774M +$48.6M +7% 109
HLA
2238
Hamilton Lane Advisors
Pennsylvania
$774M +$178M +30% 113
BM
2239
Bridger Management
New York
$774M -$81.1M -9% 53
EHPM
2240
Emery Howard Portfolio Management
California
$773M +$90.5M +13% 49
FTDI
2241
First Trust Direct Indexing
Massachusetts
$772M +$68.4M +10% 697
OP
2242
Oldfield Partners
United Kingdom
$771M -$163M -17% 22
BCM
2243
Bronte Capital Management
Australia
$770M +$76.8M +11% 29
BFG
2244
Beacon Financial Group
Texas
$769M +$23.9M +3% 238
MAA
2245
Matrix Asset Advisors
New York
$769M +$58.5M +8% 86
DIP
2246
DT Investment Partners
Pennsylvania
$769M +$22.8M +3% 147
RMC
2247
Resources Management Corp
Connecticut
$768M +$72.9M +10% 534
AHB
2248
Abner Herrman & Brock
New Jersey
$768M +$57.6M +8% 116
OHCM
2249
Oak Hill Capital Management
New York
$768M 2
CWM
2250
Circle Wealth Management
New Jersey
$766M +$72.8M +11% 204