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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
RIM
2526
Rockbridge Investment Management
New York
$543M +$49.3M +10% 4.64% 31.1% 113 9.73%
MA
2527
Madrone Advisors
California
$543M +$24.1M +5% 14.8% 34.6% 7 0%
AWAG
2528
ARS Wealth Advisors Group
Florida
$542M -$64.7M -11% 2.15% 77.1% 146 21.92%
LA
2529
Legacy Advisors
Pennsylvania
$542M -$4.2M -0.8% 9.34% 87.4% 263 12.17%
KW
2530
KWB Wealth
California
$542M +$16M +3% 4.82% 49.1% 120 8.33%
SG
2531
Sourcerock Group
Colorado
$542M +$10.2M +2% 1.68% 93.4% 34 47.06%
BL
2532
BFSG LLC
California
$542M +$42.4M +8% 6.15% 81.9% 204 14.71%
CC
2533
Cipher Capital
New York
$542M +$11.6M +2% 4.25% 717 67.22%
ANBT
2534
American National Bank & Trust
Texas
$541M +$54M +11% 6.09% 95.1% 670 22.84%
PCM
2535
Polus Capital Management
United Kingdom
$541M +$310M +134% 22.2% 20 80%
TFA
2536
Teamwork Financial Advisors
Texas
$541M +$44.4M +9% 11.6% 126% 215 26.05%
CC
2537
CCMP Capital
New York
$541M -$324M -37% 21.9% 12.3% 3 33.33%
BC
2538
Brio Consultants
California
$540M +$38.4M +8% 4.8% 35.6% 94 9.57%
TA
2539
TCM Advisors
West Virginia
$539M +$443M +460% 7% 47.3% 61 0%
LIA
2540
LS Investment Advisors
Michigan
$539M +$25.7M +5% 4.98% 85.7% 136 9.56%
SWIG
2541
Strategic Wealth Investment Group
Kentucky
$539M +$107M +25% 8.66% 142 25.35%
ROTUOC
2542
Regents of the University of California
California
$538M +$10.8M +2% 7.15% 63% 34 14.71%
SG
2543
StepStone Group
California
$538M -$228M -30% 0.51% 92.1% 26 26.92%
PIA
2544
Perennial Investment Advisors
California
$538M +$292M +119% 7.81% 68.4% 378 43.65%
TF
2545
Talbot Financial
Washington
$538M +$51.9M +11% 9.48% 99.9% 60 10%
OAM
2546
Ophir Asset Management
Australia
$538M +$17.7M +3% 11.5% 167% 36 44.44%
NAM
2547
NTV Asset Management
West Virginia
$538M +$28.4M +6% 4.92% 82% 254 3.15%
IL
2548
Investure LLC
Virginia
$537M +$26M +5% 4.39% 46.1% 21 38.1%
MSAM
2549
Moloney Securities Asset Management
Missouri
$537M +$83.9M +19% 5.58% 86% 461 16.49%
CCIA
2550
Campbell & Co Investment Adviser
Maryland
$537M +$119M +28% 4.97% 25.1% 1,092 61.17%