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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
GIA
1301
GHP Investment Advisors
Colorado
$2B -$16.6M -0.8% 0.52% 75.2% 999 19.02%
CCS
1302
Concentric Capital Strategies
Connecticut
$2B +$220M +12% 2.99% 165% 422 67.77%
GKWIM
1303
Gerber Kawasaki Wealth & Investment Management
California
$2B +$146M +8% 5.45% 91.5% 302 12.58%
PC
1304
Port Capital
Illinois
$2B +$952K +0% 1.55% 74.4% 88 4.55%
CCA
1305
Checchi Capital Advisers
California
$2B +$715M +56% 2.69% 68% 597 8.21%
VIM
1306
Vinva Investment Management
Australia
$2B +$214M +12% 6.65% 142% 457 19.04%
CTA
1307
Chesley Taft & Associates
Illinois
$1.99B +$39.4M +2% 3.78% 80.9% 319 5.64%
DMIC
1308
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.99B -$15.2M -0.8% 0.42% 67.9% 217 41.01%
AHSSHC
1309
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.99B +$275M +16% 0.55% 29.1% 20 10%
GF
1310
Greenhouse Funds
Maryland
$1.99B +$335M +20% 1.12% 90.7% 47 36.17%
BP
1311
BNP Paribas
France
$1.99B -$157M -7% 6.5% 361 13.57%
RSWM
1312
Robertson Stephens Wealth Management
California
$1.99B +$101M +5% 3.88% 103% 542 18.82%
MA
1313
Montag & Associates
Georgia
$1.98B -$18.8M -0.9% 2.51% 82.9% 1,009 7.04%
NONA
1314
Ninety One North America
New York
$1.98B -$78.5M -4% 1.36% 62.9% 65 10.77%
YCM
1315
Yaupon Capital Management
New York
$1.98B -$11M -0.6% 1.92% 122% 145 60%
AI
1316
Alphabet Inc
California
$1.97B -$540M -21% 6.67% 327% 44 6.82%
CW
1317
CreativeOne Wealth
Kansas
$1.97B -$535M -21% 2.1% 67.6% 943 26.62%
BWL
1318
Bogart Wealth LLC
Virginia
$1.96B +$20.5M +1% 1.08% 60.5% 1,187 15.42%
AIA
1319
Angeles Investment Advisors
California
$1.96B +$82.7M +4% 2.93% 71.7% 246 24.39%
MFWM
1320
Motley Fool Wealth Management
Virginia
$1.96B +$26M +1% 1.32% 70.7% 130 11.54%
CL
1321
CSS LLC
Illinois
$1.96B +$223M +13% 1.38% 128% 1,070 43.18%
IAN
1322
Integrated Advisors Network
Texas
$1.95B -$16.5M -0.8% 3.11% 97.5% 753 14.61%
HWAM
1323
Hennion & Walsh Asset Management
New Jersey
$1.95B +$76.2M +4% 1.92% 93.9% 910 15.6%
ECP
1324
Electron Capital Partners
New York
$1.94B -$336M -15% 8.97% 333% 53 24.53%
DIA
1325
Davidson Investment Advisors
Montana
$1.94B +$18.5M +1% 1.49% 69.5% 120 7.5%