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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
LNWWM
1401
Laird Norton Wetherby Wealth Management
California
$958M +$44.3M +5% 1.23% 729 10.29%
CDH
1402
Charles D. Hyman
$956M -$2.15M -0.2% 1.43% 36.8% 194 5.67%
JFG
1403
JMG Financial Group
Illinois
$956M +$22.8M +2% 0.19% 48.2% 73 1.37%
SC
1404
Shellback Capital
Massachusetts
$956M +$153M +19% 4.53% 174% 108 69.44%
RMA
1405
Roffman Miller Associates
Pennsylvania
$955M +$24.1M +3% 3.35% 68.9% 102 27.45%
AC
1406
Avenir Corporation
Virginia
$955M -$4.6M -0.5% 2.28% 42.6% 71 7.04%
FIG
1407
Fortress Investment Group
New York
$954M +$37.4M +4% 6.98% 83% 63 30.16%
TM
1408
Thiel Macro
California
$953M +$583M +158% 0% 14 71.43%
BI
1409
BVF Inc
California
$952M +$36.2M +4% 6.38% 690% 63 17.46%
SI
1410
SQN Investors
California
$952M -$156M -14% 13.2% 19 36.84%
ET
1411
Equitable Trust
Tennessee
$949M +$6.88M +0.7% 1.65% 94.7% 297 11.78%
KTA
1412
Keeley-Teton Advisors
Illinois
$947M -$78M -8% 0.58% 28.6% 282 10.64%
RWP
1413
RWA Wealth Partners
Massachusetts
$947M +$15.6M +2% 0.91% 45.8% 243 11.52%
CAL
1414
Capital Analysts LLC
Pennsylvania
$946M +$28.2M +3% 1.15% 44.1% 751 16.11%
NRS
1415
Neville Rodie & Shaw
New York
$945M +$260K +0% 1.91% 115% 252 4.76%
VWM
1416
Valley Wealth Managers
New Jersey
$942M -$340K -0% 2.32% 80.1% 207 15.94%
SGCIA
1417
Smith Graham & Co Investment Advisors
Texas
$940M +$12.3M +1% 1.59% 56.9% 135 4.44%
FMT
1418
First Mercantile Trust
Tennessee
$939M -$10M -1% 0.54% 51.2% 978 21.27%
TC
1419
Trilogy Capital
California
$939M +$32.9M +4% 0.59% 54.1% 124 16.94%
MAFM
1420
Mid Atlantic Financial Management
Pennsylvania
$937M -$23.5M -2% 1.32% 45.6% 785 16.31%
RMCM
1421
Reynders McVeigh Capital Management
Massachusetts
$937M +$4.22M +0.5% 0.47% 85.2% 233 12.45%
MWM
1422
Mission Wealth Management
California
$936M +$43.9M +5% 1.14% 80% 335 9.85%
LDB
1423
Lee, Danner & Bass
Tennessee
$932M -$13.6M -1% 0.11% 185 7.57%
DJSG
1424
D.J. St. Germain
Massachusetts
$930M +$12.2M +1% 1.15% 65.3% 191 7.85%
BCM
1425
Barometer Capital Management
Ontario, Canada
$929M +$160M +21% 4.65% 311% 180 58.33%