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
JWBC
2426
J.W. Burns & Co
New York
$636M +$42.2M +7% 187
MFW
2427
Meristem Family Wealth
Minnesota
$635M +$139M +28% 343
IL
2428
Investure LLC
Virginia
$635M -$79.3M -11% 13
GAB
2429
German American Bancorp
Indiana
$635M +$58.1M +10% 98
WHP
2430
Washington Harbour Partners
Virginia
$635M +$38.2M +6% 43
SCM
2431
Silvant Capital Management
Georgia
$635M +$49.2M +8% 338
ZIG
2432
Zuckerman Investment Group
Illinois
$634M +$24.9M +4% 120
HAM
2433
HoldCo Asset Management
Florida
$634M +$25M +4% 24
TLIC
2434
Taiyo Life Insurance Company
Japan
$633M +$45M +8% 5
VV
2435
Verity & Verity
South Carolina
$633M +$15M +2% 100
ECM
2436
Element Capital Management
New York
$633M +$196M +45% 95
RC
2437
Renaissance Capital
Connecticut
$632M -$42.6M -6% 85
CFG
2438
CKW Financial Group
Hawaii
$632M +$53M +9% 244
RWA
2439
Ropes Wealth Advisors
Massachusetts
$632M +$62.1M +11% 270
BBI
2440
Baxter Bros Inc
Connecticut
$631M +$49M +8% 126
SB
2441
Strategic Blueprint
Georgia
$631M +$162M +35% 1,433
SIA
2442
Soltis Investment Advisors
Utah
$631M +$82.4M +15% 254
MCM
2443
Maltese Capital Management
New York
$630M -$133M -17% 175
BFG
2444
Bouchey Financial Group
New York
$629M +$8.8M +1% 82
SPC
2445
Stewart & Patten Company
California
$629M +$13M +2% 94
DBG
2446
De Burlo Group
Massachusetts
$628M +$69.6M +12% 92
GKFF
2447
George Kaiser Family Foundation
Oklahoma
$628M +$149M +31% 51
BCA
2448
Berman Capital Advisors
Georgia
$628M +$150M +31% 2,129
VWA
2449
V Wealth Advisors
Kansas
$628M +$83.8M +15% 484
PCMF
2450
Private Capital Management (Florida)
Florida
$626M +$78M +14% 66