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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
LNB
1876
Ledyard National Bank
$977M +$48.7M +5% 6.7% 69.8% 245 6.12%
SC
1877
Strategy Capital
California
$977M +$241M +33% 20.7% 201% 9 11.11%
GRP
1878
Global Retirement Partners
California
$976M +$122M +14% 7.29% 2,000 13.2%
GCAC
1879
Guardian Capital Advisors (Canada)
Ontario, Canada
$976M +$100M +11% 4.5% 26.1% 180 9.44%
NWM
1880
Nicola Wealth Management
British Columbia, Canada
$975M +$80.9M +9% 6.45% 48.3% 121 12.4%
GAG
1881
GM Advisory Group
New York
$975M +$141M +17% 8.7% 53.6% 218 16.97%
WI
1882
Wintrust Investments
Illinois
$975M +$7.72M +0.8% 6.9% 27.5% 450 17.56%
WWM
1883
Western Wealth Management
Colorado
$973M +$229M +31% 7.46% 70.1% 639 22.85%
MP
1884
Mangrove Partners
Connecticut
$971M -$19.4M -2% 2.12% 169% 508 75%
CS
1885
Central Securities
New York
$971M +$94.4M +11% 10.3% 84.7% 33 6.06%
ITP
1886
Iron Triangle Partners
Connecticut
$971M +$184M +23% 8.58% 152% 36 52.78%
PFM
1887
Phillips Financial Management
Indiana
$970M +$157M +19% 3.98% 33.6% 89 4.49%
MD
1888
Money Design
Japan
$969M +$111M +13% 3.87% 26.4% 65 1.54%
CCFCSB
1889
Cape Cod Five Cents Savings Bank
Massachusetts
$968M +$49.4M +5% 5.63% 49.8% 186 8.06%
PNAA
1890
Pictet North America Advisors
Switzerland
$968M +$113M +13% 8.39% 65.9% 130 7.69%
KL
1891
KGH Ltd
Bahamas
$968M +$172M +22% 24.8% 139% 40 42.5%
AIL
1892
AGF Investments LLC
Ontario, Canada
$968M +$132M +16% 7.9% 28.5% 526 37.64%
SGAM
1893
Stephens Group Asset Management
Arkansas
$967M -$55.3M -5% 6.13% 48.3% 23 0%
NIM
1894
Nexus Investment Management
Ontario, Canada
$967M +$90.2M +10% 8.53% 77.5% 69 2.9%
MA
1895
MCF Advisors
Kentucky
$967M +$80.3M +9% 5.37% 41.5% 632 15.03%
GC
1896
Garde Capital
Washington
$967M +$102M +12% 6.26% 51.5% 284 11.97%
BAWC
1897
Black-and-white Capital
California
$967M -$573M -37% 13.3% 265% 36 47.22%
PIP
1898
Permian Investment Partners
Texas
$966M +$163M +20% 10.3% 81.9% 13 30.77%
AWCI
1899
Alpine Woods Capital Investors
New York
$965M +$63.9M +7% 8.03% 91.1% 242 9.92%
AVA
1900
Atlas Venture Advisors
Massachusetts
$963M +$422M +78% 0.8% 22.8% 9 11.11%