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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
AT
1876
Arden Trust
Delaware
$613M +$21.4M +4% 1.25% 22.5% 383 16.19%
GC
1877
Gratus Capital
Georgia
$613M -$47K -0% 2.78% 51.4% 183 9.29%
CCMD
1878
Cypress Capital Management (Delaware)
Delaware
$612M +$36M +6% 1.55% 25.6% 172 11.63%
WTB
1879
Washington Trust Bank
Washington
$611M -$3.75M -0.6% 1.25% 69.3% 198 9.6%
LWMT
1880
Legacy Wealth Management (Tennessee)
Tennessee
$611M +$56.2M +10% 0.29% 46.9% 12 0%
BFS
1881
Baskin Financial Services
Ontario, Canada
$611M +$24M +4% 2.51% 60% 46 13.04%
PS
1882
Presima Securities
Quebec, Canada
$610M -$18.1M -3% 4.64% 10.3% 37 2.7%
CIA
1883
CCM Investment Advisers
South Carolina
$609M +$14.5M +2% 3.52% 118% 73 13.7%
BWFA
1884
Baltimore-Washington Financial Advisors
Maryland
$609M +$14.7M +2% 0.56% 70.7% 109 4.59%
GRP
1885
Global Retirement Partners
California
$608M +$86.1M +16% 1.09% 1,749 12.52%
GPCM
1886
Greenbrier Partners Capital Management
Texas
$608M +$11.3M +2% 3.44% 111% 15 0%
AWE
1887
Avidian Wealth Enterprises
Texas
$607M +$184M +44% 0.03% 63.7% 212 41.51%
PAM
1888
PSquared Asset Management
Switzerland
$607M +$190M +45% 2.52% 158% 8 62.5%
CEI
1889
Clark Estates Inc
New York
$607M -$18.7M -3% 0.27% 31.4% 98 14.29%
CBB
1890
Citizens Business Bank
California
$606M +$2.24M +0.4% 1.63% 84.4% 260 8.46%
MP
1891
Munro Partners
Australia
$606M +$22.7M +4% 1.67% 265% 34 35.29%
FBA
1892
Front Barnett Associates
Illinois
$604M +$8.19M +1% 2.13% 40.5% 122 5.74%
NA
1893
Navellier & Associates
Nevada
$604M -$42.7M -7% 0.59% 262% 309 24.92%
MFIMFI
1894
Mesirow Financial Investment Management - Fixed Income
Illinois
$604M -$41.3M -6% 1.44% 26.9% 142 30.28%
HIC
1895
Harvey Investment Company
Kentucky
$604M +$9.98M +2% 1.27% 48.4% 89 7.87%
AA
1896
Ancient Art
Texas
$603M -$27.4M -4% 1.93% 157% 19 21.05%
EWM
1897
Endurance Wealth Management
Rhode Island
$603M -$33.3M -5% 1.02% 59% 557 15.62%
MWM
1898
Modera Wealth Management
New Jersey
$602M +$54M +10% 0.14% 57.5% 150 8%
FNT
1899
First Nebraska Trust
Nebraska
$601M +$29.1M +5% 5.29% 48% 148 2.7%
WRBC
1900
W.R. Berkley Corp
Connecticut
$601M +$17.6M +3% 1.53% 39.7% 142 47.18%