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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
MSR
1801
Main Street Research
Connecticut
$512M +$27.7M +6% 0.53% 159% 114 14.04%
JCM
1802
Jag Capital Management
Missouri
$511M +$48.7M +11% 10.2% 178% 127 20.47%
CT
1803
Coastline Trust
Rhode Island
$511M +$16.1M +3% 2.26% 79.1% 267 4.49%
JCM
1804
JD Capital Management
Connecticut
$510M +$278M +120% 3.6% 47.8% 28 53.57%
BRWA
1805
B. Riley Wealth Advisors
Florida
$510M +$10.4M +2% 3.56% 677 18.46%
CI
1806
Cooper Investors
Australia
$509M +$31.8M +7% 6.32% 49.8% 37 8.11%
MM
1807
Main Management
California
$508M -$46.9M -8% 4.53% 51.3% 45 8.89%
JC
1808
Joho Capital
New York
$508M +$141M +38% 28% 72.6% 11 9.09%
ECM
1809
Evergreen Capital Management
Washington
$508M +$47.6M +10% 1.95% 77.2% 112 16.07%
WDA
1810
Wendell David Associates
New Hampshire
$507M -$2.52M -0.5% 0.98% 46% 142 2.11%
CC
1811
Courier Capital
New York
$505M +$4.55M +0.9% 3.05% 64.1% 295 14.92%
PBRA
1812
Pine Brook Road Advisors
New York
$504M +$66.4M +15% 16% 3 0%
SFS
1813
Strategic Financial Services
New York
$504M +$5.02M +1% 3.42% 46.5% 105 9.52%
WG
1814
Welch Group
Alabama
$503M +$12.2M +2% 0.67% 73.2% 141 14.18%
HSA
1815
HBK Sorce Advisory
Pennsylvania
$503M +$35.8M +8% 3.21% 50.7% 298 13.76%
KMC
1816
Kirr Marbach & Co
Indiana
$503M +$36.2M +8% 10.6% 135% 79 17.72%
EK
1817
Evensky & Katz
Florida
$502M +$50.1M +11% 1.99% 57.1% 50 6%
MSV
1818
MN Services Vermogensbeheer
Netherlands
$502M +$69.4M +16% 4.51% 90.6% 623 2.25%
CAM
1819
Cypress Asset Management
Texas
$502M -$993K -0.2% 1.2% 114% 210 8.1%
NA
1820
Newport Asia
California
$500M +$155M +45% 22.8% 7 14.29%
AAM
1821
Aureus Asset Management
Massachusetts
$500M +$35.4M +8% 4.74% 80.4% 159 25.16%
NMC
1822
Nine Masts Capital
Hong Kong
$498M +$82.8M +20% 9.7% 76.5% 91 57.14%
PFS
1823
Prospera Financial Services
Texas
$498M +$14.3M +3% 1.65% 97.4% 418 24.16%
AUIM
1824
Aegon USA Investment Management
Iowa
$496M +$73.2M +17% 2.03% 39.9% 46 2.17%
TCM
1825
Tufton Capital Management
Maryland
$496M +$2.13M +0.4% 1.67% 86.5% 111 7.21%