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
IP
2326
Isthmus Partners
Wisconsin
$799M -$23.9M -3% 229
B
2327
Bensler
Washington
$799M -$42.5M -5% 173
TF
2328
Talbot Financial
Washington
$798M -$42.6M -5% 69
AWM
2329
Aprio Wealth Management
Georgia
$798M +$113M +16% 384
LJAC
2330
L.J. Altfest & Co
New York
$797M +$13.4M +2% 376
AIMC
2331
Alley Investment Management Company
Illinois
$797M +$6.57M +0.8% 89
LPAM
2332
Lodestar Private Asset Management
California
$795M -$4.28M -0.5% 219
AL
2333
AIP LLC
New York
$795M +$36.4M +5% 2
DPW
2334
DiNuzzo Private Wealth
Pennsylvania
$794M +$4.33M +0.5% 1,438
ICA
2335
Infrastructure Capital Advisors
New York
$794M +$47.1M +6% 140
PGA
2336
Portland Global Advisors
Maine
$794M +$3.47M +0.4% 135
CFP
2337
Cascade Financial Partners
California
$793M +$25.9M +3% 257
8KM
2338
8 Knots Management
Texas
$793M -$206M -21% 20
SAM
2339
Synergy Asset Management
Washington
$793M -$499M -39% 912
CCP
2340
Clough Capital Partners
Massachusetts
$792M -$81.3M -9% 140
NRG
2341
Nemes Rush Group
Michigan
$791M -$18.1M -2% 772
JIR
2342
James Investment Research
Ohio
$788M -$52.2M -6% 349
MSA
2343
Mason Street Advisors
Wisconsin
$786M +$13.5M +2% 13
UBV
2344
United Bank (Virginia)
Virginia
$786M -$52.9M -6% 144
UA
2345
Unison Advisors
District of Columbia
$786M -$54M -6% 190
MC
2346
MIG Capital
California
$786M -$178M -18% 92
PFBT
2347
Parkside Financial Bank & Trust
Missouri
$786M +$30.5M +4% 2,776
MCM
2348
Mattern Capital Management
Colorado
$785M +$18M +2% 167
CWM
2349
Cabot Wealth Management
Massachusetts
$785M -$2.49M -0.3% 131
TCM
2350
Tensile Capital Management
California
$784M -$179M -19% 19