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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
MGAM
2526
McGowan Group Asset Management
Texas
$637M +$23.9M +4% 6.18% 69.8% 115 11.3%
JWBC
2527
J.W. Burns & Co
New York
$636M +$42.2M +7% 7.92% 78.5% 187 5.35%
MFW
2528
Meristem Family Wealth
Minnesota
$635M +$139M +28% 8.27% 67.7% 343 34.99%
IL
2529
Investure LLC
Virginia
$635M -$79.3M -11% 9.01% 55.4% 13 7.69%
GAB
2530
German American Bancorp
Indiana
$635M +$58.1M +10% 6.16% 92.3% 98 13.27%
WHP
2531
Washington Harbour Partners
Virginia
$635M +$38.2M +6% 11.7% 162% 43 60.47%
SCM
2532
Silvant Capital Management
Georgia
$635M +$49.2M +8% 11.1% 168% 338 3.25%
ZIG
2533
Zuckerman Investment Group
Illinois
$634M +$24.9M +4% 6.51% 111% 119 12.61%
HAM
2534
HoldCo Asset Management
Florida
$634M +$25M +4% 5.9% 24 16.67%
TLIC
2535
Taiyo Life Insurance Company
Japan
$633M +$45M +8% 7.66% 79.2% 5 0%
VV
2536
Verity & Verity
South Carolina
$633M +$15M +2% 5.17% 76.4% 100 2%
ECM
2537
Element Capital Management
New York
$633M +$196M +45% 5.92% 49.4% 95 75.79%
RC
2538
Renaissance Capital
Connecticut
$632M -$42.6M -6% 11.5% 410% 85 42.35%
CFG
2539
CKW Financial Group
Hawaii
$632M +$53M +9% 6.26% 62.4% 244 23.77%
RWA
2540
Ropes Wealth Advisors
Massachusetts
$632M +$62.1M +11% 14.6% 71% 270 10.37%
VC
2541
Vision Capital
Ontario, Canada
$632M +$78.5M +14% 10.6% 19.8% 22 59.09%
BBI
2542
Baxter Bros Inc
Connecticut
$631M +$49M +8% 8.1% 73.8% 126 7.94%
SIA
2543
Soltis Investment Advisors
Utah
$631M +$82.5M +15% 5.04% 80.8% 256 21.09%
MCM
2544
Maltese Capital Management
New York
$630M -$133M -17% 3.36% 114% 175 26.29%
BFG
2545
Bouchey Financial Group
New York
$629M +$8.8M +1% 6.8% 66.7% 82 6.1%
SPC
2546
Stewart & Patten Company
California
$629M +$13M +2% 4.5% 27.5% 94 6.38%
DBG
2547
De Burlo Group
Massachusetts
$628M +$69.6M +12% 12.6% 147% 92 10.87%
GKFF
2548
George Kaiser Family Foundation
Oklahoma
$628M +$149M +31% 13.8% 106% 51 23.53%
BCA
2549
Berman Capital Advisors
Georgia
$628M +$150M +31% 7.71% 48.2% 2,123 13.05%
VWA
2550
V Wealth Advisors
Kansas
$628M +$83.7M +15% 8.07% 36.9% 487 18.69%