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
WC
2376
Whitney & Co
New York
$650M -$30.5M -4% 144
AWA
2377
Amplius Wealth Advisors
Pennsylvania
$650M -$74.7M -10% 1,032
RIM
2378
Rockbridge Investment Management
New York
$649M -$26.5M -4% 869
SCM
2379
Soleus Capital Management
Connecticut
$649M -$92.5M -12% 84
FRM
2380
Foundation Resource Management
Arkansas
$648M +$134M +26% 53
LC
2381
Lindbrook Capital
California
$648M -$9.06M -1% 2,699
MBTD
2382
Mechanics Bank - Trust Department
California
$647M -$29.9M -4% 176
BFM
2383
Blacksheep Fund Management
Ireland
$647M -$81.5M -11% 6
PC
2384
Permanens Capital
New York
$645M +$10.4M +2% 46
RPA
2385
Rose Park Advisors
Massachusetts
$644M -$957M -60% 1
ACA
2386
Atlas Capital Advisors
Wyoming
$644M -$27.3M -4% 985
SM
2387
Skaana Management
New York
$643M +$109M +20% 203
BCC
2388
Bain Capital Credit
Massachusetts
$642M -$42.2M -6% 22
RPC
2389
Rossmore Private Capital
Connecticut
$642M +$1.83M +0.3% 230
PTC
2390
Private Trust Company
Ohio
$640M -$84.1M -12% 397
SMA
2391
Sage Mountain Advisors
Georgia
$640M -$188M -23% 765
NFG
2392
Nadler Financial Group
Illinois
$638M -$38.5M -6% 143
SGCA
2393
Steel Grove Capital Advisors
Tennessee
$638M +$131M +26% 164
CCFM
2394
Clear Creek Financial Management
Washington
$638M -$27.4M -4% 381
FSWA
2395
Financial Synergies Wealth Advisors
Texas
$635M -$94.6M -13% 70
SM
2396
Sunriver Management
Connecticut
$635M +$1.65M +0.3% 21
MIM
2397
Miller Investment Management
Pennsylvania
$635M -$64.3M -9% 101
VCM
2398
Virtue Capital Management
Tennessee
$635M -$43.2M -6% 447
SC
2399
Sierra Capital
Florida
$634M -$37.9M -6% 891
CEI
2400
Clark Estates Inc
New York
$634M -$49.7M -7% 108