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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
MAA
3201
Mraz Amerine & Associates
California
$697M +$18.9M +3% 3.89% 69.8% 210 14.76%
FMN
3202
Financial Management Network
California
$697M +$43.9M +7% 10.8% 57.4% 215 13.02%
CA
3203
Crane Advisory
California
$697M +$28.5M +4% 8.38% 34.7% 56 8.93%
BWM
3204
Brickley Wealth Management
California
$696M +$113M +19% 13% 62.6% 69 14.49%
IIA
3205
IPG Investment Advisors
California
$696M +$114M +20% 27.7% 106% 308 34.42%
AF
3206
Affiance Financial
Minnesota
$695M +$78.3M +13% 11.3% 50.1% 114 9.65%
CM
3207
Cornerstone Management
Georgia
$695M +$67.5M +11% 9.32% 40% 68 5.88%
DAMU
3208
Deltroit Asset Management (UK)
$695M +$72.1M +12% 23.4% 46 34.78%
AGC
3209
Aspen Grove Capital
Colorado
$694M +$180M +35% 14.9% 90% 225 16%
VT
3210
Volterra Technologies
New York
$694M -$129M -16% 10.3% 477 73.38%
ROP
3211
Rule One Partners
Georgia
$694M +$593M +589% 15.1% 19 63.16%
WCAMG
3212
Woodard & Company Asset Management Group
North Carolina
$694M +$68.9M +11% 18.9% 84.8% 185 11.89%
TTSTC
3213
Texas Treasury Safekeeping Trust Company
Texas
$692M +$64.4M +10% 9.32% 43.7% 7 42.86%
BSG
3214
Black Swift Group
Colorado
$692M +$121M +21% 25% 139% 157 34.39%
PCS
3215
Personal CFO Solutions
New Jersey
$692M -$20M -3% 16.1% 91.4% 598 24.58%
CA
3216
Cortland Associates
Missouri
$692M -$4.96M -0.7% 6.47% 57.1% 67 14.93%
BFC
3217
Blue Fin Capital
Rhode Island
$692M +$82.1M +13% 17.3% 125% 166 10.84%
SIA
3218
SeaBridge Investment Advisors
New Jersey
$692M +$101M +17% 31.6% 128% 203 14.78%
WAAG
3219
Wealth Alliance Advisory Group
Kansas
$691M +$59.8M +9% 13.3% 66.9% 216 14.81%
ICM
3220
Ionic Capital Management
New York
$690M -$678M -50% 36.7% 163% 192 52.6%
CT
3221
Chicago Trust
Illinois
$690M +$64.4M +10% 18.3% 85.9% 405 11.85%
HWM
3222
Heirloom Wealth Management
Colorado
$690M +$135M +24% 7.96% 70.6% 94 42.55%
TCMI
3223
Technology Crossover Management IX
California
$690M -$62.3M -8% 6.46% 13% 6 0%
MTC
3224
Matrix Trust Company
Colorado
$690M +$87.5M +15% 10.6% 46.8% 188 52.13%
BSWM
3225
Boston Standard Wealth Management
Massachusetts
$689M +$78.5M +13% 10.2% 42.9% 60 8.33%