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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
CPI
2801
Canaan Partners IX
California
$350M 40.3% 2
MAA
2802
Mraz Amerine & Associates
California
$350M +$14.3M +4% 5.52% 69.8% 178 11.24%
W
2803
Wealthquest
Ohio
$349M +$50M +17% 4.84% 52.1% 138 10.87%
PCS
2804
Personal CFO Solutions
New Jersey
$349M +$98.1M +39% 6.81% 91.4% 391 38.87%
FA
2805
FCG Advisors
New Jersey
$349M +$20.8M +6% 8.41% 19.7% 173 12.14%
HDIM
2806
Hanson & Doremus Investment Management
Vermont
$349M +$27M +8% 7.3% 80.8% 467 7.07%
AAP
2807
Arax Advisory Partners
Colorado
$348M +$16.9M +5% 4.75% 64.7% 619 10.5%
MWM
2808
Madison Wealth Management
Ohio
$348M 9.85% 35.1% 148
HL
2809
HeadInvest LLC
Maine
$348M +$18.5M +6% 5.78% 59.1% 202 8.42%
LA
2810
Lynch & Associates
Indiana
$348M +$21M +6% 5.69% 62.9% 99 4.04%
NOCM
2811
Night Owl Capital Management
Connecticut
$348M +$32.9M +10% 11.7% 162% 28 3.57%
PWW
2812
Pettyjohn Wood & White
Virginia
$348M +$18.5M +6% 6.76% 70.9% 152 3.95%
BSAM
2813
Blue Sky Asset Management
Colorado
$347M 7.42% 102
BCA
2814
Berman Capital Advisors
Georgia
$347M +$26.3M +8% 7.65% 48.2% 1,632 9.74%
VCM
2815
Virtue Capital Management
Tennessee
$347M +$43.6M +14% 6.52% 91% 279 32.62%
PCP
2816
Proficio Capital Partners
Massachusetts
$347M +$78.5M +29% 5.5% 97% 142 23.94%
WCM
2817
Wildcat Capital Management
New York
$347M +$111M +47% 3.79% 126% 37 40.54%
MC
2818
Martin & Co
Tennessee
$347M +$15.8M +5% 8.02% 67.8% 117 3.42%
PHP
2819
Parkman Healthcare Partners
Connecticut
$346M 44.9% 306% 69
DSAM
2820
Dock Street Asset Management
Florida
$346M +$51.7M +18% 16.1% 175% 46 2.17%
SI
2821
Salesforce Inc
California
$346M -$30.9M -8% 7.82% 33.9% 3 0%
JPMIA
2822
J.P. Marvel Investment Advisors
Massachusetts
$346M +$33.7M +11% 12% 183% 84 23.81%
RI
2823
RWWM Inc
California
$346M +$3.71M +1% 9.49% 40.6% 14 7.14%
TOGEPT
2824
Trustees of General Electric Pension Trust
Connecticut
$346M +$68.8M +25% 24.8% 184% 1 0%
TPC
2825
Tiger Pacific Capital
New York
$346M +$30.6M +10% 24.2% 84.5% 17 35.29%