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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
EECFX
1801
EnCap Energy Capital Fund X
Texas
$1.11B -$101M -8% 24% 1 0%
BWM
1802
Baystate Wealth Management
Massachusetts
$1.11B +$97.8M +10% 5.58% 14.6% 1,017 21.53%
PIM
1803
Provident Investment Management
Michigan
$1.11B +$62.6M +6% 8.75% 59.5% 62 8.06%
BWL
1804
Bogart Wealth LLC
Virginia
$1.11B +$125M +13% 5.85% 60.5% 853 14.42%
PPW
1805
Parcion Private Wealth
Washington
$1.11B -$20.1M -2% 5.33% 103% 209 13.4%
1WM
1806
1900 Wealth Management
Texas
$1.11B +$75.8M +7% 4.65% 43.5% 250 17.6%
PMG
1807
ProVise Management Group
Florida
$1.1B +$92.9M +9% 7.01% 58.1% 406 11.33%
CISOA
1808
Capital Investment Services of America
Wisconsin
$1.1B +$52.9M +5% 7.56% 50.7% 85 10.59%
CAC
1809
Cowen and Company
New York
$1.1B -$1.01B -48% 0.31% 120% 915 68.2%
SV
1810
Sapphire Ventures
Texas
$1.1B -$179M -14% 10.6% 20.2% 14 35.71%
HTHT
1811
Hemenway Trust Hemenway Trust
New Hampshire
$1.1B +$108M +11% 10.6% 58.4% 148 10.81%
LM
1812
Lincluden Management
Ontario, Canada
$1.09B +$97.2M +10% 8.99% 56.6% 81 12.35%
AF
1813
Ally Financial
Michigan
$1.09B +$70.2M +7% 3.75% 8.82% 132 24.24%
B
1814
Brightworth
Georgia
$1.09B -$11.4M -1% 8.89% 21.7% 123 10.57%
JIR
1815
James Investment Research
Ohio
$1.09B +$15M +1% 9.51% 107% 539 15.58%
FWP
1816
FAS Wealth Partners
Kansas
$1.09B +$21.5M +2% 6.85% 58% 423 11.35%
WCM
1817
Wealthcare Capital Management
Virginia
$1.09B +$56M +5% 4.15% 41.4% 87 16.09%
AIP
1818
ARS Investment Partners
New York
$1.09B +$89.5M +9% 11.4% 260% 192 20.31%
CGM
1819
Capital Growth Management
Massachusetts
$1.09B -$1.13M -0.1% 18.8% 422% 86 63.95%
TA
1820
Trivest Advisors
Hong Kong
$1.09B +$237M +28% 31.9% 1,458% 26 73.08%
HCM
1821
Hilton Capital Management
New York
$1.09B +$65.1M +6% 8.4% 51.5% 150 28.67%
ACA
1822
Arena Capital Advisors
California
$1.09B -$180M -14% 1.48% 124% 426 18.54%
IC
1823
Immersion Capital
United Kingdom
$1.08B -$35.2M -3% 1.97% 63.4% 9 11.11%
GC
1824
Gratus Capital
Georgia
$1.08B +$148M +16% 10.2% 51.4% 210 12.86%
HPM
1825
H. Partners Management
New York
$1.08B -$24.4M -2% 1.63% 30.8% 3 0%