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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
PP
1476
Patten & Patten
Tennessee
$914M +$156M +21% 23.7% 63.8% 240 8.33%
IHG
1477
Insight Holdings Group
New York
$914M +$126M +16% 42.2% 103% 2 0%
CAW
1478
Cornerstone Advisors (Washington)
Washington
$914M +$190M +26% 20.4% 24.3% 833 23.41%
ACI
1479
Alpha Cubed Investments
California
$914M +$81.9M +10% 17.7% 126% 242 16.94%
CCM
1480
Compass Capital Management
Minnesota
$913M +$140M +18% 18.7% 47.1% 37 2.7%
ECP
1481
Electron Capital Partners
New York
$913M +$531M +139% 36.4% 269% 38 63.16%
BRWM
1482
B. Riley Wealth Management
Tennessee
$911M -$40.3M -4% 19.7% 49.6% 589 40.92%
SCI
1483
S&CO Inc
Massachusetts
$910M +$162M +22% 19% 58.9% 173 5.2%
DMIC
1484
Dixon Mitchell Investment Counsel
British Columbia, Canada
$910M +$117M +15% 18% 64.6% 58 8.62%
SCM
1485
Scopia Capital Management
New York
$909M -$184M -17% 27.9% 30.9% 31 51.61%
CIAS
1486
CBIZ Investment Advisory Services
Ohio
$908M +$125M +16% 16.2% 39.3% 115 0%
LPT
1487
Legacy Private Trust
Wisconsin
$908M +$137M +18% 15.9% 63.5% 224 18.75%
DDPIC
1488
Deroy & Devereaux Private Investment Counsel
Michigan
$906M +$140M +18% 21.4% 123% 152 13.16%
AIM
1489
ARGA Investment Management
Connecticut
$905M +$325M +56% 23.1% 72.2% 78 44.87%
DIA
1490
Davidson Investment Advisors
Montana
$905M +$131M +17% 20.2% 69.5% 102 13.73%
MFG
1491
Magnus Financial Group
New York
$902M +$168M +23% 23.3% 70.8% 801 44.69%
BDF
1492
Balasa Dinverno & Foltz
$901M +$107M +13% 22.1% 23.2% 307 41.69%
AWS
1493
AJ Wealth Strategies
New York
$901M +$164M +22% 19.5% 32.2% 223 29.6%
FFN
1494
Focus Financial Network
Minnesota
$900M +$155M +21% 20.2% 95.5% 427 25.29%
SFS
1495
Strategic Financial Services
New York
$900M +$152M +20% 15.2% 46.5% 129 10.08%
SCM
1496
Sarissa Capital Management
Connecticut
$899M +$115M +15% 29.1% 58.6% 13 15.38%
AC
1497
Antara Capital
New York
$899M +$282M +46% 45.8% 39.8% 80 65%
BFA
1498
Bragg Financial Advisors
North Carolina
$898M +$154M +21% 19.2% 74.6% 277 10.83%
WAM
1499
World Asset Management
Michigan
$898M -$232M -20% 23.2% 85% 1,032 33.04%
PHK
1500
Point72 Hong Kong
Hong Kong
$898M +$671M +296% 31% 396% 1,562 70.29%