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
WSCM
2226
Wellington Shields Capital Management
New York
$781M +$48.2M +7% 303
HT
2227
Heritage Trust
Oklahoma
$780M +$69.4M +10% 248
LG
2228
LaFleur & Godfrey
Michigan
$780M +$55.8M +8% 130
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
SGA
2235
Strategic Global Advisors
California
$774M +$91.3M +13% 154
TAIM
2236
Te Ahumairangi Investment Management
New Zealand
$774M +$48.6M +7% 109
HLA
2237
Hamilton Lane Advisors
Pennsylvania
$774M +$178M +30% 113
BM
2238
Bridger Management
New York
$774M -$81.1M -9% 53
EHPM
2239
Emery Howard Portfolio Management
California
$773M +$90.5M +13% 49
FTDI
2240
First Trust Direct Indexing
Massachusetts
$772M +$68.4M +10% 697
OP
2241
Oldfield Partners
United Kingdom
$771M -$163M -17% 22
BCM
2242
Bronte Capital Management
Australia
$770M +$76.8M +11% 29
BFG
2243
Beacon Financial Group
Texas
$769M +$23.9M +3% 238
MAA
2244
Matrix Asset Advisors
New York
$769M +$58.5M +8% 86
DIP
2245
DT Investment Partners
Pennsylvania
$769M +$22.8M +3% 147
RMC
2246
Resources Management Corp
Connecticut
$768M +$72.9M +10% 535
AHB
2247
Abner Herrman & Brock
New Jersey
$768M +$57.6M +8% 116
CWM
2248
Circle Wealth Management
New Jersey
$766M +$72.8M +11% 204
TIM
2249
Triodos Investment Management
Netherlands
$765M +$21.2M +3% 37
MCM
2250
Manchester Capital Management
Vermont
$764M +$33.5M +5% 1,145