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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
SQA
3101
Simon Quick Advisors
New Jersey
$224M -$51.5M -19% 5.91% 62.4% 651 50.38%
CGL
3102
Clarius Group LLC
Washington
$224M -$13.5M -6% 4.7% 92.1% 77 22.08%
PC
3103
Palo Capital
California
$224M +$34.6M +18% 9.31% 34.6% 132 12.88%
BA
3104
Birinyi Associates
Connecticut
$224M +$13.7M +6% 7.93% 102% 100 16%
PCM
3105
Princeton Capital Management
New Jersey
$224M 10.1% 148% 100
LP
3106
LGL Partners
Pennsylvania
$224M +$67.8M +44% 4.09% 56.3% 58 8.62%
IAS
3107
IMA Advisory Services
Colorado
$224M +$7.98M +4% 3.34% 55.7% 135 21.48%
GWA
3108
Guidant Wealth Advisors
Illinois
$223M +$82.5M +59% 3.28% 17.8% 213 18.78%
MIM
3109
Mittleman Investment Management
New York
$223M +$4.34M +2% 3.3% 11.6% 7 0%
ERM
3110
Elm Ridge Management
New York
$223M -$14.3M -6% 9.04% 93.6% 31 12.9%
KAS
3111
Kemnay Advisory Services
New York
$223M -$9.01M -4% 7% 153% 138 46.38%
BBPWM
3112
Blue Bell Private Wealth Management
Pennsylvania
$223M +$13.4M +6% 3.41% 53.3% 252 11.51%
BWA
3113
BDO Wealth Advisors
Florida
$223M +$21M +10% 4.29% 38.3% 507 20.12%
SWM
3114
Stockman Wealth Management
Montana
$223M +$13.6M +6% 5.02% 61.9% 161 16.77%
DCP
3115
Diameter Capital Partners
New York
$223M 8.94% 415% 15
TCP
3116
ThornTree Capital Partners
Massachusetts
$222M -$7.4M -3% 2.96% 206% 19 31.58%
EDRIA
3117
Edmonds Duncan Registered Investment Advisors
Kansas
$222M +$6.9M +3% 3.14% 12.8% 111 4.5%
ISB
3118
Iowa State Bank
Iowa
$222M +$9.7M +5% 6.32% 61% 99 8.08%
NU
3119
Northwestern University
Illinois
$222M +$78M +54% 7.67% 31.6% 3 33.33%
TG
3120
TRV GP
Massachusetts
$221M 0.13% 3,178% 5
WAMC
3121
Western Asset Management Company
California
$221M +$1.92M +0.9% 0.56% 2.29% 25 24%
GF
3122
Goodman Financial
Texas
$221M +$16.6M +8% 7.41% 49.4% 159 67.3%
BFO
3123
Biltmore Family Office
North Carolina
$221M 4.55% 73.5% 150
GIM
3124
Greystone Investment Management
Ohio
$221M +$13M +6% 7.48% 32.8% 53 11.32%
SFC
3125
SYM Financial Corp
Indiana
$221M 3.5% 43.3% 76