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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
TAM
2826
THB Asset Management
Connecticut
$440M +$79.8M +22% 40.2% 104% 167 17.37%
EWM
2827
Edge Wealth Management
New York
$440M +$5.81M +1% 13.2% 61.6% 493 32.45%
IIC
2828
Ironwood Investment Counsel
Arizona
$440M +$70.6M +19% 13.5% 64% 211 9.48%
FPS
2829
Fieldpoint Private Securities
Connecticut
$440M +$101M +30% 14.3% 47.2% 1,581 82.92%
JIP
2830
JBJ Investment Partners
South Carolina
$440M +$57.4M +15% 9.75% 46.2% 62 25.81%
SEC
2831
Seven Eight Capital
New York
$440M -$23M -5% 34.2% 13.6% 714 71.99%
MRCM
2832
M&R Capital Management
New Jersey
$439M +$36.8M +9% 14.7% 52.6% 480 9.38%
SMH
2833
Sanders Morris Harris
Texas
$439M +$71.3M +19% 15.6% 83.1% 312 17.95%
FVWA
2834
Foster Victor Wealth Advisors
South Carolina
$439M +$70.1M +19% 12.2% 68.9% 148 11.49%
MIC
2835
Means Investment Company
Maine
$439M +$74.7M +21% 13.2% 87.9% 192 23.44%
TIM
2836
Tortoise Investment Management
New York
$438M +$28.5M +7% 10.7% 40.2% 571 9.98%
SFP
2837
Shepherd Financial Partners
Massachusetts
$438M +$13.3M +3% 13.2% 78% 140 15.71%
FPCM
2838
Financial Partners Capital Management
New York
$438M +$61.8M +16% 15.5% 34.2% 116 23.28%
GF
2839
Gates Foundation
Washington
$438M 44% 58.1% 5
MPW
2840
MA Private Wealth
California
$437M +$13.5M +3% 9.66% 57.5% 86 26.74%
BCM
2841
Brasada Capital Management
Texas
$437M +$42.6M +11% 16% 76.5% 163 29.45%
WA
2842
Waddell & Associates
Tennessee
$437M +$68.3M +19% 17.1% 194% 36 47.22%
WM
2843
Wishbone Management
Illinois
$437M -$37M -8% 27.4% 58.7% 16 50%
RB
2844
Rodgers Brothers
Pennsylvania
$437M +$50.1M +13% 16.9% 108% 188 6.91%
FPCP
2845
Fort Point Capital Partners
California
$436M +$40.1M +10% 17.9% 62.2% 164 23.78%
GP
2846
Greenline Partners
New York
$436M +$43.3M +11% 12.4% 69.6% 126 20.63%
AIA
2847
Arbor Investment Advisors
North Carolina
$436M +$53.4M +14% 13.4% 44.3% 98 13.27%
MME
2848
Meag Munich Ergo
Germany
$435M -$103M -19% 14.1% 82.8% 215 13.95%
ACS
2849
Archford Capital Strategies
Illinois
$435M +$61.8M +17% 13% 76.2% 264 5.68%
MP
2850
Makaira Partners
California
$434M +$72.5M +20% 21.3% 22% 10 10%