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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
MC
1876
Middleton & Co
Massachusetts
$422M -$39.7M -9% 6.15% 63.4% 158 11.39%
JGUA
1877
John G. Ullman & Associates
New York
$421M -$110M -21% 8.14% 108% 151 24.5%
PIP
1878
Permian Investment Partners
Texas
$421M -$73.4M -15% 7.32% 81.9% 21 52.38%
EMA
1879
Efficient Market Advisors
California
$421M -$10.7M -2% 7.01% 5.97% 198 32.83%
IAM
1880
Integre Asset Management
New York
$421M -$56.4M -12% 8.68% 74.1% 179 34.64%
CCC
1881
Chelsea Counsel Company
California
$420M -$26.8M -6% 8.68% 94.6% 170 11.18%
AP
1882
Altarock Partners
Florida
$420M +$106M +34% 5.19% 68.5% 8 12.5%
CISOA
1883
Capital Investment Services of America
Wisconsin
$418M -$19.4M -4% 2.86% 50.7% 64 12.5%
PAM
1884
PT Asset Management
Illinois
$418M +$65.5M +19% 8.71% 7.94% 289 49.83%
PFP
1885
Patriot Financial Partners
Pennsylvania
$418M -$10.2M -2% 0.68% 16.6% 19 31.58%
BFA
1886
Bragg Financial Advisors
North Carolina
$418M -$19M -4% 5.54% 74.6% 236 7.63%
NPF
1887
Norris Perne & French
Michigan
$418M -$105M -20% 6.08% 78.3% 163 12.88%
BCM
1888
BTR Capital Management
California
$418M -$7.11M -2% 8.96% 35% 180 22.22%
RC
1889
Randolph Company
Ohio
$418M -$25M -6% 5.05% 120% 61 54.1%
JAFL
1890
Jay A. Fishman Ltd
Michigan
$417M -$64M -13% 9.58% 107% 99 13.13%
SAM
1891
Strategy Asset Managers
California
$417M -$31.7M -7% 5.85% 88.1% 158 32.28%
CWM
1892
Calamos Wealth Management
Illinois
$417M -$6.75M -2% 4.74% 81.7% 278 23.38%
BRWA
1893
B. Riley Wealth Advisors
Florida
$416M +$13.8M +3% 6.68% 642 29.28%
AI
1894
Alphabet Inc
California
$416M -$66.2M -14% 13.7% 350% 5 0%
FFIC
1895
First Fiduciary Investment Counsel
Ohio
$416M -$46.1M -10% 6.51% 46.9% 45 24.44%
BCM
1896
BTC Capital Management
Iowa
$415M -$14.9M -3% 8.4% 190 28.95%
MC
1897
MIG Capital
California
$415M -$115M -22% 4.45% 118% 39 43.59%
HIC
1898
Harvey Investment Company
Kentucky
$415M -$15.7M -4% 3.25% 48.4% 87 12.64%
PGCM
1899
Prescott Group Capital Management
Oklahoma
$415M -$88M -18% 13.5% 124% 199 25.63%
GC
1900
Gratus Capital
Georgia
$414M -$14.7M -3% 5.03% 51.4% 104 22.12%