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
BCMLT
2451
Beacon Capital Management LLC (Tennessee)
Tennessee
$740M -$28M -4% 1,200
MAM
2452
Melqart Asset Management
United Kingdom
$740M -$2.7M -0.4% 65
TFP
2453
Triple Frond Partners
California
$740M -$32.5M -4% 12
MSAM
2454
Moloney Securities Asset Management
Missouri
$739M -$6.02M -0.8% 534
DLIC
2455
Daido Life Insurance Company
Japan
$738M -$77.4M -9% 6
AT
2456
Avenir Tech
Hong Kong
$738M +$134M +22% 22
TS
2457
Tamar Securities
California
$737M +$12.8M +2% 74
LG
2458
LaFleur & Godfrey
Michigan
$737M +$7.57M +1% 154
FWA
2459
FORM Wealth Advisors
Wisconsin
$736M 62
CFA
2460
Cahill Financial Advisors
Minnesota
$736M -$2.01M -0.3% 270
FWM
2461
Focused Wealth Management
New York
$735M -$5.4M -0.7% 193
NCM
2462
Nellore Capital Management
California
$735M -$30.6M -4% 19
HI
2463
Hendershot Investments
Virginia
$735M +$993K +0.1% 133
HFS
2464
Howard Financial Services
Texas
$734M -$734K -0.1% 199
MWA
2465
Monograph Wealth Advisors
California
$734M -$22.2M -3% 124
TAMH
2466
Taikang Asset Management (HK)
Hong Kong
$734M +$53.6M +8% 119
GIP
2467
Greatmark Investment Partners
Georgia
$733M -$1.03M -0.1% 145
BWP
2468
BlueStem Wealth Partners
Minnesota
$733M -$28.4M -4% 113
TCM
2469
TCG Crossover Management
California
$733M -$290M -28% 38
MBTD
2470
Mechanics Bank - Trust Department
California
$733M -$17.5M -2% 230
CWMK
2471
Caliber Wealth Management (Kansas)
Kansas
$733M 254
I
2472
INVST
Indiana
$733M -$90.2M -11% 342
FACM
2473
Forest Avenue Capital Management
Florida
$732M -$332M -31% 25
EFG
2474
Everhart Financial Group
Ohio
$731M +$245M +51% 351
AIA
2475
Arbor Investment Advisors
North Carolina
$731M +$21.5M +3% 117