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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
MG
1651
Meditor Group
Bermuda
$665M +$105M +19% 10.4% 41.1% 8 12.5%
SAM
1652
Sompo Asset Management
Japan
$664M -$138M -17% 1.57% 84.7% 106 11.32%
TTWM
1653
TCV Trust & Wealth Management
Virginia
$662M +$7.23M +1% 2.57% 69% 199 10.05%
SCM
1654
SKBA Capital Management
California
$661M -$90.1M -12% 1.4% 52.3% 76 11.84%
KB
1655
Kimelman & Baird
New York
$660M +$3.27M +0.5% 2.22% 128 10.16%
PMG
1656
ProVise Management Group
Florida
$659M +$36.2M +6% 2.71% 58.1% 357 19.33%
HCM
1657
Herndon Capital Management
Georgia
$659M -$27.2M -4% 2.08% 20.3% 216 20.83%
CI
1658
Cooper Investors
Australia
$659M +$31.8M +5% 7.9% 49.8% 36 8.33%
DIA
1659
Dean Investment Associates
Ohio
$658M +$58.9M +10% 0.81% 46.9% 229 27.07%
SGAM
1660
Steinberg Global Asset Management
Florida
$657M +$24.1M +4% 1.29% 32.8% 251 13.15%
MC
1661
MIG Capital
California
$657M -$2.63M -0.4% 1.11% 118% 31 29.03%
KBG
1662
Kahn Brothers Group
New York
$656M +$74.4M +13% 27.4% 38.1% 35 2.86%
AT
1663
Arden Trust
Delaware
$655M +$14.5M +2% 2.53% 22.5% 369 12.2%
FWM
1664
Frontier Wealth Management
Missouri
$653M -$334K -0.1% 2.49% 42.8% 427 17.8%
MM
1665
Main Management
California
$653M +$30.9M +5% 3.48% 51.3% 49 16.33%
BGCP
1666
Bristol Gate Capital Partners
Ontario, Canada
$653M +$6.99M +1% 2.79% 56.1% 25 24%
IAS
1667
INR Advisory Services
Pennsylvania
$653M +$24.4M +4% 2.57% 21.9% 124 25%
RFA
1668
Reilly Financial Advisors
California
$653M +$31.1M +5% 3.77% 99% 1,017 13.67%
CCP
1669
Corient Capital Partners
California
$652M +$11M +2% 2.45% 39.2% 318 10.06%
FNFDCM
1670
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$652M -$17.8M -3% 1.69% 67.3% 171 4.09%
VFM
1671
Viking Fund Management
North Dakota
$652M -$95.4M -13% 5.67% 104% 144 21.53%
SIC
1672
Sigma Investment Counselors
Michigan
$652M +$23M +4% 2.33% 46.6% 137 8.03%
TSAM
1673
Trinity Street Asset Management
United Kingdom
$651M +$44.1M +7% 11.5% 78.9% 15 13.33%
MYLI
1674
Meiji Yasuda Life Insurance
Japan
$651M +$15.2M +2% 3.38% 20.9% 346 22.54%
LFAS
1675
Level Four Advisory Services
Texas
$650M -$332M -34% 1.88% 68.7% 501 5.99%