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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
CA
1851
CapWealth Advisors
Tennessee
$569M -$40.3M -7% 13.2% 143% 117 19.66%
CCP
1852
Cardan Capital Partners
Colorado
$569M -$69.3M -11% 10.7% 64% 209 35.89%
EWM
1853
Executive Wealth Management
Michigan
$568M 8.2% 18.4% 927
TPWA
1854
TRUE Private Wealth Advisors
Oregon
$567M -$144M -20% 9.52% 84% 1,109 79.98%
ECM
1855
Ensemble Capital Management
California
$567M -$40.6M -7% 16.4% 36.2% 31 19.35%
OWD
1856
Osborn Williams & Donohoe
Ohio
$567M -$76.4M -12% 10.5% 23.7% 237 9.7%
DWT
1857
Dorsey & Whitney Trust
South Dakota
$566M -$78.8M -12% 11.8% 86% 454 24.89%
FBB
1858
Fulton Breakefield Broenniman
Maryland
$566M -$77M -12% 9.57% 68% 114 9.65%
BPM
1859
Bowling Portfolio Management
Ohio
$565M -$149M -21% 16.3% 45.7% 436 48.39%
IAA
1860
Independent Advisor Alliance
North Carolina
$565M +$9.43M +2% 11.1% 135% 492 40.24%
EA
1861
Echinus Advisors
New York
$565M -$18.1M -3% 12.8% 91.4% 10 20%
GC
1862
Garde Capital
Washington
$565M -$30.1M -5% 9.75% 57.6% 173 8.67%
CFIC
1863
City Financial Investment Company
United Kingdom
$562M -$2.53B -82% 1.23% 191 55.5%
VC
1864
Vicus Capital
Pennsylvania
$562M -$60.5M -10% 11.6% 59.6% 243 14.81%
CCP
1865
Corient Capital Partners
California
$561M -$39.7M -7% 12.1% 39.2% 327 29.66%
CC
1866
Cornerstone Capital
California
$561M -$96.9M -15% 10.8% 91.2% 83 10.84%
CISOA
1867
Capital Investment Services of America
Wisconsin
$561M -$105M -16% 11.8% 50.7% 74 10.81%
PIM
1868
Provident Investment Management
Michigan
$560M -$144M -20% 13.6% 69.5% 61 6.56%
YIA
1869
YHB Investment Advisors
Connecticut
$560M -$103M -16% 11.7% 85.7% 201 16.92%
HCM
1870
Hilton Capital Management
New York
$559M -$110M -16% 8.36% 58.2% 366 27.87%
G
1871
GenTrust
Florida
$559M -$64.2M -10% 9.33% 53% 111 35.14%
CAW
1872
Cornerstone Advisors (Washington)
Washington
$559M +$404M +262% 13.5% 24.3% 1,339 21.21%
BCM
1873
BTC Capital Management
Iowa
$558M -$27.3M -5% 11.7% 189 19.05%
SPCM
1874
Sound Point Capital Management
New York
$558M -$70.8M -11% 13.9% 61.5% 42 54.76%
ED
1875
Exane Derivatives
France
$557M +$24M +5% 11.3% 42.7% 771 22.7%