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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
ACM
1401
Advisors Capital Management
New Jersey
$781M +$40.5M +5% 2.94% 92.3% 162 11.11%
PAG
1402
Pinnacle Advisory Group
Maryland
$781M -$71.1M -8% 2.04% 45.8% 150 31.33%
SKK
1403
Shepherd Kaplan Krochuk
Massachusetts
$780M -$163M -17% 14.6% 38.5% 665 32.48%
AA
1404
Ancora Advisors
Ohio
$780M +$7.86M +1% 1.22% 74.2% 538 23.98%
BHWM
1405
Bar Harbor Wealth Management
New Hampshire
$779M -$18.8M -2% 0.74% 79.2% 257 5.06%
PCA
1406
Personal Capital Advisors
California
$777M +$174M +29% 2.91% 17.6% 136 37.5%
SIM
1407
Sadoff Investment Management
Wisconsin
$777M +$9.2M +1% 1.7% 49.2% 53 3.77%
SRF
1408
Silver Rock Financial
California
$777M -$630M -45% 2.89% 2.58% 48 35.42%
BFO
1409
Boston Family Office
Massachusetts
$777M -$10.7M -1% 0.22% 53.4% 267 4.49%
CCA
1410
Catalyst Capital Advisors
New York
$776M +$163M +27% 3.37% 62.7% 540 59.63%
ACM
1411
Addison Clark Management
Connecticut
$775M -$241M -24% 8.3% 14.3% 23 30.43%
MPIA
1412
Mountain Pacific Investment Advisers
Idaho
$775M -$69.7M -8% 1.82% 79.5% 107 5.61%
OPCM
1413
Osborne Partners Capital Management
California
$774M -$3.04M -0.4% 0.92% 60.8% 180 5%
MPMG
1414
Minneapolis Portfolio Management Group
Minnesota
$772M -$15.6M -2% 2.12% 140% 33 24.24%
WA
1415
Wintergreen Advisers
New Jersey
$772M -$7.05M -0.9% 1.48% 25.4% 12 16.67%
WRCM
1416
Whale Rock Capital Management
Massachusetts
$771M -$3.91M -0.5% 7.69% 1,326% 36 52.78%
FMW
1417
Farr Miller & Washington
District of Columbia
$769M -$10.1M -1% 0.38% 62.3% 155 18.71%
OCM
1418
Olstein Capital Management
New York
$768M +$27.4M +4% 1.18% 16.6% 132 12.12%
FRM
1419
Foundation Resource Management
Arkansas
$766M -$53.9M -7% 5.53% 67.8% 69 7.25%
APFBOT
1420
Amica Pension Fund Board of Trustees
Rhode Island
$765M -$12.5M -2% 0.13% 30.8% 398 9.05%
GI
1421
Glovista Investments
New Jersey
$764M +$51.5M +7% 1.77% 2.48% 104 42.31%
FAS
1422
Formuepleje A/S
Denmark
$763M -$233M -23% 0.89% 75.1% 36 27.78%
BTP
1423
Bloom Tree Partners
New York
$763M -$91.3M -11% 3.01% 20.4% 44 47.73%
BFM
1424
Boston Financial Management
Massachusetts
$763M +$4.59M +0.6% 0.68% 30.1% 207 3.38%
TI
1425
Tyrian Investments
New York
$761M -$45.3M -6% 6.58% 33.7% 28 42.86%