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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
TWM
4001
Tolleson Wealth Management
Texas
$145M +$586K +0.4% 3.5% 62.6% 46 4.35%
AAM
4002
American Asset Management
Florida
$145M +$12.7M +10% 5.31% 42.5% 125 21.6%
KAM
4003
Knightsbridge Asset Management
California
$145M +$14.1M +11% 4.01% 105% 30 13.33%
AIA
4004
AIMZ Investment Advisors
California
$145M -$686K -0.5% 1.55% 63.9% 102 6.86%
TWS
4005
Thomas W. Smith
$145M +$10.8M +8% 9.35% 10 0%
SC
4006
Sagil Capital
United Kingdom
$145M +$15.4M +12% 4.73% 140% 28 46.43%
CW
4007
Cabot-Wellington
Massachusetts
$145M -$1.64M -1% 2.61% 65% 9 0%
AF
4008
Aldebaran Financial
$145M +$2.54M +2% 4.15% 70.5% 103 13.59%
AB
4009
Atlas Brown
Kentucky
$145M +$3.54M +3% 2.42% 102% 153 5.88%
LBC
4010
Lawrence B. Cohen
$145M +$2.43M +2% 3.02% 41.8% 74 9.46%
CAM
4011
Crown Advisors Management
California
$144M +$11.3M +8% 9.19% 216% 57 36.84%
SCA
4012
Sage Capital Advisors
South Dakota
$144M -$11.1M -7% 2.3% 89.4% 106 20.75%
WGCA
4013
Wolf Group Capital Advisors
Virginia
$144M -$1.08M -0.7% 4.28% 28.2% 85 5.88%
SCG
4014
Sonata Capital Group
Washington
$144M +$10.1M +8% 2.91% 57.4% 111 16.22%
PHAM
4015
Palisades Hudson Asset Management
Florida
$144M -$10.5M -7% 2.74% 53.9% 104 9.62%
RCP
4016
Rho Capital Partners
New York
$144M +$49.7M +53% 1.55% 6 33.33%
RWG
4017
Regal Wealth Group
California
$144M +$5.16M +4% 2.61% 17% 174 5.75%
TFCM
4018
Taylor Frigon Capital Management
Arizona
$144M +$15.6M +12% 6.86% 131% 90 12.22%
ACM
4019
ADW Capital Management
Florida
$144M -$64M -31% 8.48% 75.7% 5 40%
RCM
4020
RVB Capital Management
New York
$144M -$12.1M -8% 0.45% 10.4% 54 59.26%
JIC
4021
JRM Investment Counsel
Nebraska
$144M +$6.87M +5% 5.39% 61.2% 29 6.9%
UTC
4022
Unified Trust Company
Kentucky
$144M +$10.1M +8% 4.61% 69.7% 50 0%
HPC
4023
Hobart Private Capital
North Carolina
$144M +$11.8M +9% 1.96% 52.5% 181 32.04%
AC
4024
Addison Capital
Pennsylvania
$143M +$11.9M +9% 6.6% 54.2% 139 29.5%
BCC
4025
Bain Capital Credit
Massachusetts
$143M +$72.4M +102% 6.24% 14.7% 20 25%