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
2426
Keebeck Wealth Management
Illinois
$523M -$80.1M -13% 265
ICVCFIA
2427
IDG China Venture Capital Fund IV Associates
Hong Kong
$523M +$175M +50% 4
M
2428
Murchinson
Ontario, Canada
$523M -$930K -0.2% 144
PGA
2429
Portland Global Advisors
Maine
$522M -$61.5M -11% 149
BBNA
2430
Bremer Bank National Association
Minnesota
$522M -$86.9M -14% 235
CCA
2431
Column Capital Advisors
Indiana
$522M -$24M -4% 768
WA
2432
Wealth Alliance
New York
$521M +$31.9M +7% 509
GIP
2433
Greatmark Investment Partners
Georgia
$521M -$87.3M -14% 140
MS
2434
Mizuho Securities
Japan
$520M +$59.7M +13% 222
KW
2435
KWB Wealth
California
$519M -$80.8M -13% 119
ECA
2436
Endeavour Capital Advisors
Connecticut
$518M -$111M -18% 57
SG
2437
Standard General
New York
$518M -$186M -26% 7
CWM
2438
Curi Wealth Management
North Carolina
$518M -$59.9M -10% 753
GIM
2439
Greylin Investment Management
Virginia
$518M -$64.7M -11% 88
CET
2440
Clean Energy Transition
United Kingdom
$517M -$70.3M -12% 14
EWM
2441
Evermay Wealth Management
Virginia
$515M -$81.2M -14% 580
AWM
2442
Absher Wealth Management
North Carolina
$514M -$71.4M -12% 55
SFP
2443
Shepherd Financial Partners
Massachusetts
$514M -$46.5M -8% 171
EFSCE
2444
Enterprise Financial Services Corp (EFSC)
Missouri
$513M -$96M -16% 317
DIA
2445
Dean Investment Associates
Ohio
$513M -$44.5M -8% 237
RA
2446
RR Advisors
Texas
$513M -$66.7M -12% 24
LC
2447
L1 Capital
Australia
$513M -$313M -38% 17
ICA
2448
Infrastructure Capital Advisors
New York
$512M -$93M -15% 110
WA
2449
Wealth Architects
California
$512M -$76.6M -13% 214
FFS
2450
Founders Financial Securities
Maryland
$512M -$52.9M -9% 305