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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
CCM
1426
Carronade Capital Management
Connecticut
$1.88B +$357M +24% 20.3% 215% 43 37.21%
RCM
1427
RNC Capital Management
California
$1.87B +$69.4M +4% 1.98% 83% 167 10.78%
WWM
1428
Western Wealth Management
Colorado
$1.87B +$114M +6% 2.67% 82.6% 800 12.38%
SB
1429
SIG Brokerage
New York
$1.87B 5.08% 462
MSDF
1430
Michael & Susan Dell Foundation
New York
$1.86B +$462M +33% 6.33% 238% 5 40%
BMCM
1431
Bryn Mawr Capital Management
Pennsylvania
$1.86B +$2.23M +0.1% 0.07% 71.4% 432 11.11%
FAS
1432
Formuepleje A/S
Denmark
$1.85B -$101M -5% 0.21% 75.1% 59 10.17%
SI
1433
Standard Investments
New York
$1.85B -$121M -6% 0.88% 29.6% 21 33.33%
IFA
1434
Index Fund Advisors
California
$1.85B -$36.6M -2% 0.42% 58.2% 111 7.21%
FTWA
1435
Fifth Third Wealth Advisors
Ohio
$1.84B +$212M +13% 2.82% 102% 774 16.54%
CAG
1436
Csenge Advisory Group
Florida
$1.84B -$75.7M -4% 0.29% 66.3% 771 18.42%
PCM
1437
Parsons Capital Management
Rhode Island
$1.84B +$263M +17% 1.37% 84.9% 459 6.97%
HAG
1438
HighPoint Advisor Group
Illinois
$1.84B +$125M +7% 5% 746 12.73%
GCP
1439
Greenoaks Capital Partners
California
$1.84B -$21.7M -1% 12.5% 311% 13 38.46%
HA
1440
Heartland Advisors
Wisconsin
$1.84B -$67.2M -4% 0.6% 88.6% 207 15.46%
WCMNY
1441
Westchester Capital Management (New York)
New York
$1.84B -$504M -22% 4.28% 100% 241 51.87%
IHL
1442
Investment House LLC
California
$1.84B -$15.5M -0.8% 3.21% 125% 218 14.22%
CCA
1443
Cobblestone Capital Advisors
New York
$1.83B +$51.5M +3% 1.2% 83.3% 303 8.25%
AWA
1444
Arkadios Wealth Advisors
Georgia
$1.83B +$68M +4% 4.74% 91.1% 1,017 16.03%
ML
1445
McAdam LLC
Pennsylvania
$1.83B +$50.2M +3% 0.58% 57.4% 375 16.8%
PAIM
1446
Punch & Associates Investment Management
Minnesota
$1.83B +$19.2M +1% 4.56% 97.5% 182 13.19%
MTIM
1447
Marathon Trading Investment Management
Pennsylvania
$1.82B +$717M +65% 14.9% 143% 374 42.78%
DAL
1448
Delta Accumulation LLC
California
$1.82B +$459M +34% 1.45% 96.5% 238 24.37%
CAM
1449
Cormorant Asset Management
Massachusetts
$1.82B -$64.9M -3% 66.6% 3,977% 53 24.53%
RHJA
1450
Rice Hall James & Associates
California
$1.82B -$26.9M -1% 6.11% 140% 265 11.7%