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
SFS
2426
Summit Financial Strategies
Ohio
$654M +$130M +25% 147
RIM
2427
Rockbridge Investment Management
New York
$654M +$88.2M +16% 665
SLG
2428
Stanley-Laman Group
Pennsylvania
$654M +$67.6M +12% 278
JCM
2429
Jag Capital Management
Missouri
$652M -$176M -21% 192
LPAM
2430
Lodestar Private Asset Management
California
$652M +$68M +12% 211
CM
2431
Condire Management
Texas
$652M +$64M +11% 19
DGM
2432
Delta Global Management
New York
$651M 27
FPCP
2433
Fort Point Capital Partners
California
$651M +$35.6M +6% 316
F
2434
FIFTHDELTA
United Kingdom
$651M -$69.2M -10% 14
NP
2435
Nilsine Partners
Colorado
$651M -$10.5M -2% 373
OCM
2436
OLP Capital Management
Hong Kong
$651M +$127M +24% 3
HI
2437
Hendershot Investments
Virginia
$650M +$53.9M +9% 135
GCM
2438
Greenland Capital Management
New York
$650M -$191M -23% 447
SCM
2439
Sarissa Capital Management
Connecticut
$649M -$93.5M -13% 11
AR
2440
Advisory Research
Illinois
$648M -$71.9M -10% 491
KA
2441
KLCM Advisors
Wisconsin
$648M +$116M +22% 161
CNBT
2442
Canandaigua National Bank & Trust
New York
$647M +$29.4M +5% 280
FSWA
2443
Financial Synergies Wealth Advisors
Texas
$646M -$46.6M -7% 555
IVAV
2444
Index Venture Associates VI
Jersey
$645M +$77.3M +14% 3
CBT
2445
Central Bank & Trust
Kentucky
$645M +$70M +12% 364
SAM
2446
Simplify Asset Management
Nevada
$645M +$38.3M +6% 139
CIA
2447
Compass Ion Advisors
Pennsylvania
$645M +$61.6M +11% 241
SB
2448
Samsara BioCapital
California
$643M +$316M +97% 44
RWA
2449
Roberts Wealth Advisors
California
$643M +$415M +183% 90
HFM
2450
Harvest Fund Management
China
$642M +$69.6M +12% 726