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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
ICAS
1751
Investors Capital Advisory Services
Massachusetts
$537M +$12.7M +2% 1.35% 24.9% 793 15.13%
PHS
1752
Pekin Hardy Strauss
Illinois
$537M -$143M -21% 1.5% 97.9% 261 45.59%
PGIM
1753
Pacific Global Investment Management
California
$537M -$33.6M -6% 0% 48% 232 9.05%
TAM
1754
Taurus Asset Management
New York
$536M -$22.1M -4% 0.42% 26.9% 97 9.28%
DS
1755
Dalal Street
Texas
$536M -$16.5M -3% 16.4% 155% 11 27.27%
AIM
1756
Acropolis Investment Management
Missouri
$535M +$19.8M +4% 2.38% 47.6% 152 9.21%
CAM
1757
Cypress Asset Management
Texas
$535M -$8.49M -2% 0.57% 114% 219 17.81%
SIC
1758
Sigma Investment Counselors
Michigan
$534M +$6.5M +1% 1.81% 46.6% 116 10.34%
PS
1759
Presima Securities
Quebec, Canada
$534M +$9.97M +2% 6.02% 10.3% 30 10%
NSIM
1760
North Star Investment Management
Illinois
$534M +$9.8M +2% 0.32% 63.8% 840 10.6%
MJRIC
1761
Mogy Joel R Investment Counsel
California
$534M +$5.9M +1% 1.79% 97.3% 147 5.44%
EWA
1762
EP Wealth Advisors
California
$532M -$75M -12% 1.1% 150 23.33%
GW
1763
GW & Wade
Massachusetts
$531M +$150M +39% 0.69% 32.2% 262 58.02%
VCM
1764
Vigilant Capital Management
Maine
$531M +$24.8M +5% 4.4% 48.8% 322 26.09%
BL
1765
Balentine LLC
Georgia
$529M 4.72% 46.3% 341
AAA
1766
Adams Asset Advisors
Texas
$529M -$34.2M -6% 3.7% 63.2% 89 11.24%
AAM
1767
Ardevora Asset Management
United Kingdom
$528M +$67.7M +15% 6.76% 39.4% 98 40.82%
DAM
1768
Delta Asset Management
Tennessee
$528M +$13.7M +3% 0.24% 52.1% 600 9.67%
BCP
1769
BDT Capital Partners
Illinois
$527M -$181M -26% 7.45% 49.7% 1 0%
TIM
1770
Thompson Investment Management
Wisconsin
$527M +$2.28M +0.4% 0.28% 83.5% 169 4.14%
PNAA
1771
Pictet North America Advisors
Switzerland
$526M +$31.2M +6% 2.15% 65.9% 82 24.39%
JGUA
1772
John G. Ullman & Associates
New York
$526M -$4.9M -0.9% 1.22% 108% 151 10.6%
BAC
1773
Boys Arnold & Co
North Carolina
$525M +$9.78M +2% 0.72% 11.5% 220 11.82%
GC
1774
Globeflex Capital
California
$525M +$7.33M +1% 12.7% 135% 683 40.12%
IC
1775
Iconiq Capital
California
$524M +$4.6M +0.9% 0.28% 2.92% 46 13.04%