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
AR
2451
Advisory Research
Illinois
$648M -$71.9M -10% 491
KA
2452
KLCM Advisors
Wisconsin
$648M +$116M +22% 161
CNBT
2453
Canandaigua National Bank & Trust
New York
$647M +$29.4M +5% 280
FSWA
2454
Financial Synergies Wealth Advisors
Texas
$646M -$46.6M -7% 555
IVAV
2455
Index Venture Associates VI
Jersey
$645M +$77.3M +14% 3
CBT
2456
Central Bank & Trust
Kentucky
$645M +$70M +12% 364
SAM
2457
Simplify Asset Management
Nevada
$645M +$38.3M +6% 139
CIA
2458
Compass Ion Advisors
Pennsylvania
$645M +$61.6M +11% 241
SB
2459
Samsara BioCapital
California
$643M +$316M +97% 44
RWA
2460
Roberts Wealth Advisors
California
$643M +$415M +183% 90
HFM
2461
Harvest Fund Management
China
$642M +$69.6M +12% 726
ICA
2462
Infrastructure Capital Advisors
New York
$642M +$103M +19% 110
CL
2463
CIM LLC
New York
$642M +$117M +22% 167
VCM
2464
Vision Capital Management
Oregon
$641M +$98M +18% 116
CA
2465
Cornerstone Advisory
Maryland
$641M +$69.7M +12% 230
PCM
2466
Primavera Capital Management
Cayman Islands
$641M -$168M -21% 4
MBTD
2467
Mechanics Bank - Trust Department
California
$641M +$42.1M +7% 185
IF
2468
Intrua Financial
Texas
$640M +$87.7M +16% 420
WAG
2469
Winthrop Advisory Group
Massachusetts
$640M +$31M +5% 145
DSAM
2470
Dock Street Asset Management
Florida
$640M +$69.2M +12% 44
BIM
2471
Baldwin Investment Management
Pennsylvania
$640M +$41.7M +7% 207
PFCS
2472
Pale Fire Capital SE
Czech Republic
$639M -$355M -36% 93
AIA
2473
Arbor Investment Advisors
North Carolina
$639M +$66.9M +12% 109
SPC
2474
Stewart & Patten Company
California
$639M +$63.7M +11% 96
SM
2475
Sunriver Management
Connecticut
$638M +$109M +21% 24