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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
CIA
2726
Capital Impact Advisors
Massachusetts
$219M +$6.83M +3% 7.23% 358 65.08%
TCMG
2727
TSP Capital Management Group
New Jersey
$218M +$1.62M +0.7% 4.56% 171% 75 0%
DWA
2728
Dorsey Wright & Associates
California
$218M +$293K +0.1% 7.93% 246% 146 52.74%
SFA
2729
Sequoia Financial Advisors
Ohio
$218M +$71.9M +49% 1.32% 78.3% 196 26.02%
VV
2730
Verity & Verity
South Carolina
$218M +$7.23M +3% 1.47% 56% 67 4.48%
CC
2731
CCMP Capital
New York
$218M -$196M -47% 1.57% 12.3% 2 0%
LFR
2732
Lehman Financial Resources
Pennsylvania
$218M +$13.9M +7% 0.45% 58.2% 457 14.44%
AUB
2733
Atlantic Union Bankshares
Virginia
$217M -$7.48M -3% 1.25% 66% 127 3.94%
FM
2734
Family Management
New York
$217M -$3.55M -2% 1.67% 58.5% 95 20%
MCM
2735
McRae Capital Management
New Jersey
$217M +$312K +0.1% 0.72% 59.2% 82 6.1%
MWP
2736
Moller Wealth Partners
$217M +$14.4M +7% 3.16% 41.4% 45 6.67%
HM
2737
Heronetta Management
New York
$217M -$8.03M -4% 4.72% 64.4% 39 15.38%
RIG
2738
Renaissance Investment Group
Massachusetts
$217M +$4.7M +2% 3.32% 99.6% 77 3.9%
OC
2739
Oakworth Capital
Alabama
$216M +$23.2M +12% 3.31% 64.3% 590 5.93%
SIRP
2740
Shelter Insurance Retirement Plan
Missouri
$216M -$39.2M -15% 2.02% 51.1% 44 11.36%
DIG
2741
Dragoneer Investment Group
California
$216M -$4.77M -2% 6.17% 45.6% 11 27.27%
NCIM
2742
New Century Investment Management
Michigan
$216M +$14.2M +7% 7.08% 103% 106 33.02%
CA
2743
Cambridge Associates
Massachusetts
$216M +$18.1M +9% 1.48% 41.5% 17 11.76%
SFU
2744
Stonehage Fleming (UK)
United Kingdom
$216M +$12.5M +6% 1.55% 322 49.07%
DAM
2745
Doheny Asset Management
California
$216M +$6.49M +3% 4.04% 121% 126 14.29%
AMG
2746
Asset Management Group
Connecticut
$216M +$17M +9% 2.04% 45% 99 15.15%
UAS
2747
United Asset Strategies
New York
$216M -$18.4M -8% 0.45% 94.6% 140 27.14%
WCF
2748
West Coast Financial
California
$215M +$22.3M +12% 2.67% 22.2% 105 23.81%
OM
2749
Opaleye Management
Massachusetts
$215M +$17.5M +9% 29.4% 486% 47 42.55%
WRTC
2750
Wind River Trust Company
Wyoming
$215M +$34.8M +19% 1.58% 51% 12 0%