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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
CWS
2901
Cypress Wealth Services
California
$815M +$107M +15% 15.2% 71.8% 447 13.65%
MMPW
2902
Mitchell McLeod Pugh & Williams
Alabama
$815M +$137M +20% 16.4% 90.7% 312 10.9%
SI
2903
Squadra Investments
Brazil
$815M -$79.6M -9% 7.72% 1.55% 8 50%
TVPW
2904
Third View Private Wealth
Connecticut
$814M +$83.8M +11% 13% 316 23.42%
SC
2905
Skylands Capital
Wisconsin
$814M +$50.9M +7% 10.5% 64.3% 176 17.61%
WAM
2906
Wallington Asset Management
Indiana
$814M +$61.6M +8% 26.9% 108% 64 9.38%
BPIM
2907
Brant Point Investment Management
New York
$813M +$37.6M +5% 29.8% 169% 165 48.48%
TLP
2908
Tri Locum Partners
New York
$813M +$101M +14% 20.5% 357% 21 28.57%
REA
2909
Renesas Electronics America
California
$813M +$538M +196% 196% 1 0%
CFO
2910
Cambient Family Office
Michigan
$813M +$96.6M +13% 16.8% 337 25.22%
FA
2911
Fagan Associates
New York
$813M +$93.5M +13% 22.6% 110% 143 9.79%
DMC
2912
Deer Management Company
New York
$812M +$190M +31% 81.3% 154% 10 20%
GCM
2913
Greenland Capital Management
New York
$812M +$25M +3% 15.5% 210% 392 54.08%
KCPG
2914
Kavar Capital Partners Group
Kansas
$812M +$13.1M +2% 14.6% 77.2% 231 19.48%
SDH
2915
Sloy Dahl & Holst
Washington
$811M +$82.1M +11% 9.85% 109% 124 11.29%
ACA
2916
Affinity Capital Advisors
California
$810M +$96.4M +14% 15.5% 62% 215 21.4%
APG
2917
Abacus Planning Group
South Carolina
$809M +$66.1M +9% 11.1% 59.1% 283 15.19%
PL
2918
Polianta Ltd
Jersey
$809M +$55.3M +7% 6.4% 31.6% 114 47.37%
KHLMTHM
2919
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$809M +$303M +60% 17.6% 80.8% 81 40.74%
CICC
2920
Capital Investment Counsel (Colorado)
Colorado
$808M +$78.6M +11% 11.8% 168 19.64%
ERIC
2921
Eagle Rock Investment Company
Georgia
$808M +$120M +17% 26.3% 115% 165 9.7%
NFSG
2922
Newbridge Financial Services Group
Florida
$808M +$200M +33% 39% 164% 1,294 13.99%
MBTD
2923
Mechanics Bank - Trust Department
California
$808M +$86M +12% 12.4% 67.2% 218 11.93%
AWA
2924
ARQ Wealth Advisors
Arizona
$807M +$252M +45% 9.63% 53.3% 231 26.84%
KFAA
2925
Klaas Financial Asset Advisors
Illinois
$803M +$78.4M +11% 8.17% 36.2% 59 0%