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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
LGWM
2526
Litman Gregory Wealth Management
California
$326M +$29.2M +10% 11.2% 55.5% 161 36.02%
FAG
2527
Financial Advisory Group
Texas
$325M -$53.3M -14% 10.3% 20.6% 73 15.07%
FM
2528
Forward Management
California
$325M -$266M -45% 5.62% 36.9% 159 73.58%
SCM
2529
Simcoe Capital Management
New York
$324M -$41.8M -11% 13.6% 48.7% 19 52.63%
GAM
2530
Gemmer Asset Management
California
$324M +$2.04M +0.6% 10.7% 90.5% 1,550 18.06%
CWM
2531
Cahaba Wealth Management
Georgia
$324M +$18.7M +6% 9.03% 45.2% 79 22.78%
ST
2532
Sentinel Trust
Texas
$324M -$137M -30% 14.6% 79.2% 116 32.76%
CWM
2533
Campbell Wealth Management
Virginia
$324M 9.25% 11.2% 50
EAM
2534
EastBay Asset Management
New York
$324M -$316M -49% 19.5% 84.9% 26 76.92%
HEIP
2535
Hudson Edge Investment Partners
New Jersey
$323M -$239M -43% 14.3% 68.8% 158 17.72%
BP
2536
Banbury Partners
North Carolina
$323M -$54M -14% 11.6% 138% 21 23.81%
HBT
2537
Hills Bank & Trust
Iowa
$323M -$49.6M -13% 11.1% 52.8% 143 7.69%
OIM
2538
Oracle Investment Management
Connecticut
$322M -$134M -29% 10.5% 865% 22 27.27%
MHS
2539
M Holdings Securities
Oregon
$322M -$59.4M -16% 12.5% 83.9% 374 19.52%
CM
2540
Capital Management
Virginia
$322M -$69.1M -18% 13.7% 52.5% 87 17.24%
AWA
2541
Alaska Wealth Advisors
Alaska
$322M -$10.4M -3% 8.02% 44.3% 68 44.12%
HRCM
2542
Hawk Ridge Capital Management
California
$321M -$134M -29% 18.4% 84.9% 54 48.15%
PPSG
2543
Princeton Portfolio Strategies Group
New Jersey
$321M -$63.9M -17% 9.73% 83.8% 160 14.38%
ACC
2544
Accident Compensation Corp
New Zealand
$321M -$20.9M -6% 11.8% 24.6% 136 27.94%
AC
2545
Argentiere Capital
Switzerland
$320M -$658M -67% 21.8% 1.98% 103 53.4%
RA
2546
Rational Advisors
New York
$320M -$97.7M -23% 2.16% 37.7% 590 23.73%
TCM
2547
Tradition Capital Management
New Jersey
$320M -$62.8M -16% 11% 43.5% 205 16.59%
GCM
2548
Gabalex Capital Management
New York
$320M -$45.3M -12% 14.3% 24.9% 22 9.09%
FTC
2549
Farmers Trust Company
Ohio
$319M -$35.5M -10% 11.5% 73.5% 168 11.9%
GP
2550
Greenline Partners
New York
$319M $0 0% 11.7% 69.6% 68 0%