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
KBG
2301
Kahn Brothers Group
New York
$698M +$52.3M +8% 43
CWM
2302
Circle Wealth Management
New Jersey
$696M +$69.5M +11% 179
MAA
2303
Matrix Asset Advisors
New York
$696M +$25.3M +4% 94
CLCM
2304
Center Lake Capital Management
Florida
$696M +$155M +29% 23
TCA
2305
Transcend Capital Advisors
New Jersey
$695M -$136M -16% 461
MPAM
2306
Monarch Partners Asset Management
Massachusetts
$695M +$30.9M +5% 186
PS
2307
Presima Securities
Quebec, Canada
$695M -$63M -8% 56
FM
2308
Freemont Management
Switzerland
$694M +$88.4M +15% 83
FANJ
2309
Financial Architects (New Jersey)
New Jersey
$694M +$56M +9% 363
KWM
2310
Keebeck Wealth Management
Illinois
$694M +$49.8M +8% 250
SIS
2311
Sound Income Strategies
Florida
$693M +$103M +17% 1,091
SAM
2312
Soviero Asset Management
New York
$693M -$116M -14% 56
TIM
2313
Thompson Investment Management
Wisconsin
$692M +$29.6M +4% 202
VCP
2314
Vista Capital Partners
Oregon
$691M +$46.1M +7% 76
CSC
2315
Cove Street Capital
California
$691M -$6.78M -1% 94
EFS
2316
Essex Financial Services
Connecticut
$690M +$133M +24% 469
WP
2317
Wedgewood Partners
Missouri
$690M +$40.4M +6% 40
KC
2318
KCL Capital
New York
$690M +$53.1M +8% 93
QCG
2319
Quadrant Capital Group
Ohio
$689M +$73.3M +12% 2,676
DP
2320
Dundas Partners
United Kingdom
$689M +$59.1M +9% 37
PAS
2321
Professional Advisory Services
Florida
$689M +$35.8M +5% 80
CB
2322
Cadence Bank
Mississippi
$689M +$29.8M +5% 206
BIM
2323
Bridgecreek Investment Management
Oklahoma
$688M +$41.6M +6% 109
NRA
2324
NSI Retail Advisors
Pennsylvania
$684M 52
NIM
2325
Needham Investment Management
New York
$684M -$48.1M -7% 131