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
KWM
2351
Keebeck Wealth Management
Illinois
$519M -$4.43M -0.8% 246
CP
2352
CenterBook Partners
Connecticut
$518M +$51.5M +11% 469
GIP
2353
Greatmark Investment Partners
Georgia
$518M -$2.88M -0.6% 128
STB
2354
S&T Bank
Pennsylvania
$518M -$51.1M -9% 128
FAAM
2355
First Ascent Asset Management
Colorado
$518M -$11.6M -2% 41
VCAM
2356
Van Cleef Asset Management
Ohio
$517M -$73.2M -12% 114
WA
2357
Waddell & Associates
Tennessee
$517M +$25.7M +5% 152
BCMO
2358
Buckingham Capital Management (Ohio)
Ohio
$516M -$18M -3% 114
TIM
2359
Thompson Investment Management
Wisconsin
$516M -$59.2M -10% 192
WCWM
2360
Willow Creek Wealth Management
California
$515M -$23.8M -4% 134
TCOT
2361
Trust Company of Toledo
Ohio
$515M -$54.7M -10% 192
TIS
2362
Tortoise Index Solutions
Kansas
$515M -$15.4M -3% 112
SIMS
2363
SPT Invest Management Sarl
Luxembourg
$515M -$180M -26% 2
WC
2364
Whitney & Co
New York
$514M -$35.5M -6% 128
TIM
2365
Tortoise Investment Management
New York
$514M +$4.52M +0.9% 789
CAL
2366
Capital Advisors Ltd
Ohio
$514M -$20.2M -4% 1,647
SFP
2367
Shepherd Financial Partners
Massachusetts
$513M -$919K -0.2% 175
AIP
2368
Almanack Investment Partners
Pennsylvania
$512M -$490M -49% 1,138
AWA
2369
Alaska Wealth Advisors
Alaska
$512M +$11.4M +2% 59
SEM
2370
Suncoast Equity Management
Florida
$512M -$54.5M -10% 57
CWM
2371
C2C Wealth Management
Arizona
$511M -$34.2M -6% 190
LC
2372
L1 Capital
Australia
$511M -$1.22M -0.2% 11
SG
2373
Standard General
New York
$511M -$6.86M -1% 6
SFM
2374
Signet Financial Management
New Jersey
$511M -$14.2M -3% 260
NIM
2375
Needham Investment Management
New York
$510M -$24.6M -5% 124