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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 Avg Holding
Period (Yrs)
GIA
1301
GHP Investment Advisors
Colorado
$2B -$16.6M -0.8% 0.52% 81.4% 999 19.02% 3.4
CCS
1302
Concentric Capital Strategies
Connecticut
$2B +$220M +12% 2.99% 165% 422 67.77% 0.3
Gerber Kawasaki Wealth & Investment Management
1303
Gerber Kawasaki Wealth & Investment Management
California
$2B +$146M +8% 5.45% 91.5% 302 12.58% 2.9
PC
1304
Port Capital
Illinois
$2B +$952K +0% 1.55% 74.4% 88 4.55% 4.3
CCA
1305
Checchi Capital Advisers
California
$2B +$715M +56% 2.69% 68% 597 8.21% 5.5
Vinva Investment Management
1306
Vinva Investment Management
Australia
$2B +$214M +12% 6.65% 142% 457 19.04% 0.9
CTA
1307
Chesley Taft & Associates
Illinois
$1.99B +$39.4M +2% 3.78% 93.1% 319 5.64% 6.3
Dixon Mitchell Investment Counsel
1308
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.99B -$15.2M -0.8% 0.42% 67.9% 217 41.01% 2.3
Adventist Health System Sunbelt Healthcare Corp
1309
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.99B +$275M +16% 0.55% 29.1% 20 10% 2.9
GF
1310
Greenhouse Funds
Maryland
$1.99B +$335M +20% 1.12% 90.7% 47 36.17% 1.3
BNP Paribas
1311
BNP Paribas
France
$1.99B -$157M -7% 6.5% – 361 13.57% 0.2
Robertson Stephens Wealth Management
1312
Robertson Stephens Wealth Management
California
$1.99B +$101M +5% 3.88% 103% 542 18.82% 2.2
Montag & Associates
1313
Montag & Associates
Georgia
$1.98B -$18.8M -0.9% 2.51% 82.9% 1,009 7.04% 3.8
NONA
1314
Ninety One North America
New York
$1.98B -$78.5M -4% 1.36% 70.6% 65 10.77% 4.1
YCM
1315
Yaupon Capital Management
New York
$1.98B -$11M -0.6% 1.92% 122% 145 60% 0.5
Alphabet Inc
1316
Alphabet Inc
California
$1.97B -$540M -21% 6.67% 327% 44 6.82% 3.1
CreativeOne Wealth
1317
CreativeOne Wealth
Kansas
$1.97B -$535M -21% 2.1% 67.6% 943 26.62% 2.1
Bogart Wealth LLC
1318
Bogart Wealth LLC
Virginia
$1.96B +$20.5M +1% 1.08% 60.5% 1,187 15.42% 2.9
AIA
1319
Angeles Investment Advisors
California
$1.96B +$82.7M +4% 2.93% 71.7% 246 24.39% 1.2
MFWM
1320
Motley Fool Wealth Management
Virginia
$1.96B +$26M +1% 1.32% 70.7% 130 11.54% 4
CL
1321
CSS LLC
Illinois
$1.96B +$223M +13% 1.38% 128% 1,070 43.18% 1
IAN
1322
Integrated Advisors Network
Texas
$1.95B -$16.5M -0.8% 3.11% 97.5% 753 14.61% 2.6
HWAM
1323
Hennion & Walsh Asset Management
New Jersey
$1.95B +$76.2M +4% 1.92% 95% 910 15.6% 1.8
ECP
1324
Electron Capital Partners
New York
$1.94B -$336M -15% 8.97% 333% 53 24.53% 1.3
DIA
1325
Davidson Investment Advisors
Montana
$1.94B +$18.5M +1% 1.49% 69.5% 120 7.5% 4.8