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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 Avg Holding
Period (Yrs)
JWBC
2501
J.W. Burns & Co
New York
$691M +$52.2M +8% 11% 95.4% 188 3.72% 5.4
Baxter Bros Inc
2502
Baxter Bros Inc
Connecticut
$690M +$65.2M +10% 11.4% 84.1% 132 5.3% 4.8
De Burlo Group
2503
De Burlo Group
Massachusetts
$688M +$71.5M +12% 17.2% 164% 99 13.13% 3.6
Callan Capital
2504
Callan Capital
California
$688M +$86.5M +14% 6.24% 20.1% 134 35.82% 2.5
SM
2505
Sabby Management
Florida
$688M -$52M -7% 14.6% 95.5% 231 38.1% 0.5
Navellier & Associates
2506
Navellier & Associates
Nevada
$687M +$24M +4% 13.7% 361% 362 27.62% 1.4
MV Capital Management
2507
MV Capital Management
Maryland
$687M +$82.2M +14% 8.66% 73.3% 739 9.74% 2.4
Burleson & Co
2508
Burleson & Co
California
$687M +$13.5M +2% 7.61% 49.1% 419 13.13% 1.3
S&T Bank
2509
S&T Bank
Pennsylvania
$685M +$39.7M +6% 9.96% 193% 144 11.81% 3.4
Bain Capital Credit
2510
Bain Capital Credit
Massachusetts
$685M +$138M +25% 0.97% 14.4% 21 9.52% 0.9
Berkshire Money Management
2511
Berkshire Money Management
Massachusetts
$684M +$53.7M +9% 8.27% 61.8% 31 25.81% 2.9
CEI
2512
Clark Estates Inc
New York
$683M -$17.2M -2% 3.3% 34.5% 101 19.8% 2
Focus Financial Network
2513
Focus Financial Network
Minnesota
$683M -$66.1M -9% 9.74% 106% 456 34.87% 1.5
V Wealth Advisors
2514
V Wealth Advisors
Kansas
$682M +$35.7M +6% 9.42% 36.9% 576 27.26% 1.4
First Command Financial Services
2515
First Command Financial Services
Texas
$681M +$98.3M +17% 8.55% 34.4% 507 23.47% 2.9
Whitney & Co
2516
Whitney & Co
New York
$681M +$55.4M +9% 10.6% 110% 139 11.51% 3.9
AGM
2517
Alpine Global Management
New York
$680M +$240M +54% 7.35% 149% 890 79.78% 0.2
Rockbridge Investment Management
2518
Rockbridge Investment Management
New York
$679M +$74.2M +12% 4.29% 38.6% 848 14.15% 1.2
Torray Investment Partners
2519
Torray Investment Partners
Maryland
$678M +$24.6M +4% 7.97% 97.2% 114 20.18% 3.8
Virtue Capital Management
2520
Virtue Capital Management
Tennessee
$678M +$113M +20% 8.51% 97.9% 450 25.78% 0.9
Canandaigua National Corp
2521
Canandaigua National Corp
New York
$678M +$63.5M +10% 10.2% – 292 9.25% 1.3
Mechanics Bank - Trust Department
2522
Mechanics Bank - Trust Department
California
$677M +$58.4M +9% 10.3% 76.8% 178 3.93% 5.3
Nadler Financial Group
2523
Nadler Financial Group
Illinois
$677M +$63.9M +10% 9.38% 81.8% 135 8.89% 4.1
Private Capital Management (Florida)
2524
Private Capital Management (Florida)
Florida
$676M -$3.82M -0.6% 5.39% 118% 93 56.99% 2.5
TCI Wealth Advisors
2525
TCI Wealth Advisors
Arizona
$676M +$21M +3% 7.34% 68.2% 2,658 19% 3