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
IWA
2401
IBEX Wealth Advisors
New Jersey
$756M -$93.1M -11% 221
TCOT
2402
Trust Company of Toledo
Ohio
$755M -$7.26M -1% 246
VC
2403
Vivo Capital
California
$755M -$138M -15% 43
SOW
2404
State of Wyoming
Wyoming
$754M -$29.6M -4% 1,898
KSCM
2405
King Street Capital Management
New York
$754M +$175M +30% 17
CRCM
2406
Cat Rock Capital Management
Connecticut
$754M -$11.5M -1% 16
JTWM
2407
Jackson Thornton Wealth Management
Alabama
$753M -$38M -5% 109
UWPG
2408
Ullmann Wealth Partners Group
Florida
$753M -$22.3M -3% 145
EA
2409
Emerald Advisors
Washington
$752M +$26.8M +4% 99
OQS
2410
Occudo Quantitative Strategies
Florida
$752M +$197M +36% 972
RB
2411
Rodgers Brothers
Pennsylvania
$751M -$15.6M -2% 244
OCMI
2412
Oaktop Capital Management II
New Jersey
$751M -$50M -6% 15
NAM
2413
NTV Asset Management
West Virginia
$751M -$7.59M -1% 287
PCM
2414
Philosophy Capital Management
California
$750M +$9.08M +1% 43
NM
2415
NWI Management
New York
$750M -$513M -41% 54
HIC
2416
Hartline Investment Corp
Illinois
$750M -$122M -14% 104
JCM
2417
Jag Capital Management
Missouri
$749M +$32.5M +5% 137
KCM
2418
Khrom Capital Management
Florida
$748M -$135M -15% 20
GBT
2419
Grove Bank & Trust
Florida
$748M +$27.8M +4% 871
1SP
2420
140 Summer Partners
New York
$748M -$82.6M -10% 26
CA
2421
Claro Advisors
Massachusetts
$747M +$8.32M +1% 556
SC
2422
Slow Capital
California
$747M +$40.4M +6% 123
ORL
2423
Oak Root LLC
California
$746M -$22M -3% 15
CB
2424
Community Bank
New York
$746M -$33.8M -4% 404
TPW
2425
Talon Private Wealth
Florida
$746M +$267M +56% 311