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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
PMG
1726
ProVise Management Group
Florida
$596M -$216M -27% 18.7% 66.8% 317 20.82%
YL
1727
YCG LLC
Texas
$595M -$167M -22% 19.5% 27% 46 17.39%
PFA
1728
Pure Financial Advisors
California
$595M +$9.45M +2% 19.9% 47.2% 146 19.18%
PHAM
1729
Pacific Heights Asset Management
California
$595M -$204M -26% 26.6% 181% 79 7.59%
OA
1730
Oxbow Advisors
Texas
$595M -$271M -31% 20.9% 66.3% 325 22.77%
HRCM
1731
Hawk Ridge Capital Management
California
$595M -$20.2M -3% 32.3% 84.9% 60 60%
TI
1732
TRG Investments
Virginia
$594M +$34.6M +6% 7.38% 70.5% 2 0%
FEG
1733
Fund Evaluation Group
Ohio
$593M -$18.9M -3% 14.8% 51.6% 44 25%
PWP
1734
Private Wealth Partners
California
$593M -$141M -19% 13.2% 112% 140 23.57%
DWT
1735
Dorsey & Whitney Trust
South Dakota
$593M -$156M -21% 18.4% 86% 470 20.64%
WA
1736
Waverly Advisors
Alabama
$592M -$169M -22% 21.6% 67.6% 154 14.94%
SRFM
1737
Shannon River Fund Management
New York
$592M -$158M -21% 14.1% 554% 39 64.1%
HTHT
1738
Hemenway Trust Hemenway Trust
New Hampshire
$591M -$104M -15% 14.6% 87.2% 135 14.07%
BCLSI
1739
Bain Capital Life Sciences Investors
Massachusetts
$591M -$79.2M -12% 15.9% 507% 11 9.09%
WDA
1740
Wendell David Associates
New Hampshire
$591M -$135M -19% 15.9% 46% 150 8%
ICP
1741
Indus Capital Partners
New York
$591M +$81M +16% 5.76% 117% 50 46%
GC
1742
Gillson Capital
Illinois
$591M -$572M -49% 35.7% 84.9% 87 49.43%
CCM
1743
Cadence Capital Management
Massachusetts
$590M -$337M -36% 32.3% 0.72% 492 28.86%
MIAS
1744
Mason Investment Advisory Services
Virginia
$590M -$89.8M -13% 27.4% 76.1% 97 24.74%
OCM
1745
One Capital Management
California
$590M -$61.2M -9% 15.5% 50.5% 198 22.73%
MPMG
1746
Minneapolis Portfolio Management Group
Minnesota
$589M -$278M -32% 24.8% 140% 31 19.35%
CC
1747
Cederberg Capital
United Kingdom
$586M -$126M -18% 13.6% 273% 8 12.5%
HCMNY
1748
Howard Capital Management (New York)
New York
$586M -$213M -27% 14.2% 76.8% 102 12.75%
FLAM
1749
First Light Asset Management
Minnesota
$586M -$197M -25% 12.7% 364% 80 33.75%
VWM
1750
Venturi Wealth Management
Texas
$585M -$239M -29% 13.6% 101% 280 42.5%