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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
BPI
2526
Battery Partners IX
Massachusetts
$381M +$2.65M +0.7% 17.1% 322% 5 20%
CFMC
2527
Curbstone Financial Management Corp
New Hampshire
$381M +$13.2M +4% 2.29% 63.3% 178 7.3%
CAM
2528
Columbia Asset Management
Michigan
$380M +$5.19M +1% 5.42% 84.4% 222 27.48%
FFWA
2529
FRG Family Wealth Advisors
Washington
$380M +$26.9M +8% 3.04% 76.4% 132 8.33%
AAI
2530
American Assets Inc
California
$379M +$14.3M +4% 1.69% 63.2% 4 50%
LGWM
2531
Litman Gregory Wealth Management
California
$379M +$11.7M +3% 2.09% 55.5% 245 48.16%
FAG
2532
Financial Advisory Group
Texas
$378M +$15.7M +4% 2.78% 20.6% 73 8.22%
SAM
2533
Serengeti Asset Management
New York
$377M +$23M +7% 3.79% 14.9% 31 35.48%
SCM
2534
Simcoe Capital Management
New York
$377M -$20.5M -5% 0.54% 48.7% 13 23.08%
VFM
2535
Viking Fund Management
North Dakota
$377M -$25.3M -6% 1.25% 104% 126 15.87%
BEAM
2536
Baker Ellis Asset Management
Washington
$377M +$17.5M +5% 3.84% 89.2% 236 11.86%
AR
2537
Argyll Research
Delaware
$376M -$33.4M -8% 0.56% 0.8% 3 33.33%
BCM
2538
Brasada Capital Management
Texas
$376M +$41.7M +12% 5.8% 76.5% 177 25.42%
LJAC
2539
L.J. Altfest & Co
New York
$376M -$35M -9% 2.04% 90.3% 209 25.84%
STCG
2540
Speece Thorson Capital Group
Minnesota
$376M +$12M +3% 3.22% 34.2% 42 4.76%
GBBWRPM
2541
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$375M +$24.9M +7% 2.34% 28% 106 11.32%
BAS
2542
Brown Advisory Securities
Maryland
$375M -$50.1M -12% 4.63% 51.2% 288 16.67%
TIA
2543
Traphagen Investment Advisors
New Jersey
$375M +$20.4M +6% 2.54% 56.3% 114 10.53%
PO
2544
Private Ocean
California
$374M +$6.69M +2% 1.91% 2.82% 555 36.22%
FWM
2545
Focused Wealth Management
New York
$374M +$44M +13% 3.02% 73.9% 853 22.39%
ECAM
2546
East Coast Asset Management
Massachusetts
$374M -$29.4M -7% 6.83% 147% 72 4.17%
GG
2547
Greenwood Gearhart
Arkansas
$373M +$32.4M +10% 2.82% 70.6% 78 20.51%
GAM
2548
Gemmer Asset Management
California
$373M +$5.71M +2% 5% 90.5% 1,508 13.06%
NLVP
2549
New Leaf Venture Partners
New York
$373M +$8.14M +2% 7.11% 17.1% 22 13.64%
RC
2550
Reik & Co
New York
$373M +$6.99M +2% 3.1% 38.6% 48 8.33%