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
FSWA
2301
Financial Synergies Wealth Advisors
Texas
$730M -$1.59M -0.2% 72
HIC
2302
Hartline Investment Corp
Illinois
$730M +$10.4M +1% 126
DP
2303
DDD Partners
Washington
$729M +$61M +9% 85
SAA
2304
Southeast Asset Advisors
Georgia
$729M +$120M +20% 152
KC
2305
KCL Capital
New York
$728M +$65.6M +10% 78
BFM
2306
Blacksheep Fund Management
Ireland
$728M -$117M -14% 7
KBG
2307
Kahn Brothers Group
New York
$728M +$17.7M +2% 43
HBT
2308
Hills Bank & Trust
Iowa
$728M +$65.9M +10% 266
MCM
2309
Mudrick Capital Management
New York
$728M +$56.8M +8% 13
JGUA
2310
John G. Ullman & Associates
New York
$727M -$8.17M -1% 170
GG
2311
Greenwood Gearhart
Arkansas
$725M +$80.2M +12% 101
AWA
2312
Amplius Wealth Advisors
Pennsylvania
$725M 1,029
PTC
2313
Private Trust Company
Ohio
$724M +$37.3M +5% 421
KCMH
2314
Kontiki Capital Management (HK)
Hong Kong
$724M -$126M -15% 5
ACG
2315
Arch Capital Group
Bermuda
$723M -$57M -7% 21
JC
2316
Joho Capital
New York
$723M -$21M -3% 22
KFS
2317
Kurt F. Somerville
$722M +$62.6M +9% 131
SMC
2318
Smith, Moore & Co
Missouri
$720M +$64.6M +10% 442
AO
2319
Allen Operations
New York
$720M +$73.7M +11% 40
AVA
2320
Atlas Venture Advisors
Massachusetts
$720M -$125M -15% 8
MW
2321
Marcum Wealth
Ohio
$719M +$82.7M +13% 419
PCP
2322
Proficio Capital Partners
Massachusetts
$719M -$41.3M -5% 333
VMV
2323
Venrock Management V
California
$719M 2
BL
2324
BFSG LLC
California
$719M +$63.4M +10% 232
PP
2325
PrairieView Partners
Minnesota
$718M +$48M +7% 449