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
CT
2326
Coastline Trust
Rhode Island
$932M +$58.7M +7% 407
PRS
2327
Pinkerton Retirement Specialists
Idaho
$930M +$92.1M +11% 162
RPC
2328
Rossmore Private Capital
Connecticut
$928M +$71.5M +8% 331
IC
2329
Inscription Capital
Texas
$928M +$234M +34% 668
TFA
2330
Toth Financial Advisory
Virginia
$926M +$70M +8% 838
TC
2331
Tairen Capital
Hong Kong
$925M -$53.1M -5% 101
MC
2332
Middleton & Co
Massachusetts
$925M +$35M +4% 169
SP
2333
Summit Partners
Massachusetts
$924M -$494M -35% 8
FWM
2334
Focused Wealth Management
New York
$924M +$105M +13% 207
RIM
2335
Redwood Investment Management
Arizona
$923M -$19.8M -2% 334
CG
2336
Cynosure Group
Utah
$921M +$37.9M +4% 395
MIOT
2337
Massachusetts Institute of Technology
Massachusetts
$920M -$75.1M -8% 13
SM
2338
Sunriver Management
Connecticut
$920M -$12.6M -1% 26
OBWG
2339
Onyx Bridge Wealth Group
New York
$920M +$163M +22% 381
SP
2340
Symmetry Partners
Connecticut
$918M +$106M +13% 179
SAA
2341
Southeast Asset Advisors
Georgia
$918M +$77M +9% 212
TFA
2342
Teamwork Financial Advisors
Texas
$918M +$103M +13% 187
LCM
2343
Legato Capital Management
California
$918M +$78.7M +9% 631
TFP
2344
Triple Frond Partners
California
$918M +$33.4M +4% 12
CFG
2345
CKW Financial Group
Hawaii
$917M +$47.9M +6% 196
NAM
2346
NTV Asset Management
West Virginia
$917M +$80.5M +10% 315
NOCM
2347
Night Owl Capital Management
Connecticut
$917M +$52.5M +6% 31
NCM
2348
Nellore Capital Management
California
$917M +$24.9M +3% 15
GLR
2349
Great Lakes Retirement
Ohio
$916M +$71.9M +9% 219
GCM
2350
Gladstone Capital Management
United Kingdom
$915M -$53.7M -6% 28