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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
RW
1451
Rand Wealth
Maryland
$867M +$129M +17% 3.43% 40.4% 225 7.56%
VEPM
1452
Vista Equity Partners Management
California
$866M +$603M +229% 5.33% 3.45% 27 25.93%
EWA
1453
EP Wealth Advisors
California
$866M +$50M +6% 4.19% 192 14.58%
CA
1454
Cornerstone Advisors
North Carolina
$864M +$319M +58% 5.47% 108% 286 30.42%
RVPG
1455
Relative Value Partners Group
$863M +$10.6M +1% 1.93% 8.9% 131 15.27%
WFMPM
1456
Woodley Farra Manion Portfolio Management
Indiana
$863M +$85M +11% 4.81% 68.1% 89 17.98%
AIA
1457
Affinity Investment Advisors
California
$863M +$24.6M +3% 5.8% 189% 186 17.74%
FNT
1458
First National Trust
Pennsylvania
$863M +$44.6M +5% 4.1% 82.9% 337 7.42%
ALS
1459
Andrew L. Share
$862M +$68.8M +9% 8.67% 14.8% 1 0%
CCM
1460
Coldstream Capital Management
Washington
$860M +$84.5M +11% 4.41% 71% 316 16.77%
CP
1461
Centerbridge Partners
New York
$859M -$149M -15% 2.67% 15.9% 22 18.18%
NYLIC
1462
New York Life Insurance Company
New York
$858M +$78.7M +10% 3.6% 61.5% 12 0%
SIC
1463
Salem Investment Counselors
North Carolina
$856M -$6.65M -0.8% 4.13% 159% 721 26.35%
MB
1464
Mizuho Bank
Japan
$856M +$256M +43% 5.67% 99.8% 15 46.67%
ECM
1465
Evergreen Capital Management
Washington
$855M +$235M +38% 1.31% 77.2% 210 46.19%
PCP
1466
P2 Capital Partners
New York
$855M -$4.86M -0.6% 7.84% 7.96% 17 29.41%
CIC
1467
Carnegie Investment Counsel
Ohio
$855M +$33.1M +4% 4.36% 101% 359 5.29%
SYBT
1468
Stock Yards Bank & Trust
Kentucky
$853M +$27.5M +3% 4.04% 82.8% 232 11.21%
NAM
1469
NorthCoast Asset Management
Connecticut
$851M -$15M -2% 4.48% 34.4% 208 44.23%
BCM
1470
Bluefin Capital Management
New York
$850M -$75.2M -8% 4.32% 681 58%
AC
1471
Armistice Capital
New York
$849M +$64.3M +8% 0.89% 79.7% 87 57.47%
GIM
1472
Goelzer Investment Management
Indiana
$848M +$32.7M +4% 4.03% 98.9% 204 6.37%
PCM
1473
Parsons Capital Management
Rhode Island
$848M +$27.9M +3% 4.14% 84.9% 364 4.95%
DAM
1474
Davis Asset Management
California
$845M +$63.3M +8% 6.23% 97.3% 27 11.11%
SFA
1475
Sequoia Financial Advisors
Ohio
$844M +$37.3M +5% 4.19% 78.3% 309 14.24%