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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
CIAS
1876
Capital Investment Advisory Services
North Carolina
$772M -$54M -7% 4.18% 69.3% 862 9.86%
AVM
1877
Arch Venture Management
Illinois
$771M -$49.3M -6% 46.8% 209% 11 18.18%
GCIA
1878
Gabelli & Co Investment Advisers
New York
$771M -$3.16M -0.4% 9.7% 233% 547 23.77%
TW
1879
Transform Wealth
Colorado
$769M +$97.1M +14% 3% 48.4% 213 20.19%
LNB
1880
Ledyard National Bank
$769M -$58.9M -7% 5.95% 69.8% 213 7.51%
CAAS
1881
Capital Asset Advisory Services
Michigan
$769M -$139M -15% 6.18% 42.9% 597 26.8%
CCM
1882
Condor Capital Management
New Jersey
$768M -$1.07M -0.1% 4.45% 47.3% 518 18.15%
AAIM
1883
American Assets Investment Management
California
$768M -$33.5M -4% 5.94% 413% 180 8.33%
BOTW
1884
Bank of the West
California
$768M -$21.4M -3% 5.5% 35.4% 219 5.94%
BA
1885
Bristlecone Advisors
Washington
$766M -$43.8M -5% 5.12% 103% 248 7.66%
BCM
1886
BTC Capital Management
Iowa
$765M -$52.7M -6% 5.12% 258 8.91%
LCM
1887
Landscape Capital Management
New Jersey
$765M +$24.9M +3% 2.94% 73.3% 1,173 38.11%
CIS
1888
Connors Investor Services
Pennsylvania
$764M -$30.1M -4% 4.98% 116% 167 14.37%
QCMNJ
1889
Quantum Capital Management (New Jersey)
New Jersey
$763M +$31.1M +4% 1.83% 33.4% 31 3.23%
GJL
1890
Gendell Jeffrey L
$763M -$102M -12% 1.22% 570% 62 17.74%
VC
1891
Vestor Capital
Illinois
$763M -$62.2M -8% 2.48% 186% 233 17.17%
RCG
1892
Rock Creek Group
District of Columbia
$762M -$100M -12% 6.44% 34.9% 189 21.69%
WMC
1893
Westwood Management Corporation
Illinois
$762M -$33.7M -4% 0.08% 44.3% 78 12.82%
CGM
1894
Capital Growth Management
Massachusetts
$761M -$80.7M -10% 0.39% 422% 83 61.45%
HCM
1895
Hilton Capital Management
New York
$760M -$55.1M -7% 3.22% 51.5% 120 20%
FBA
1896
Front Barnett Associates
Illinois
$759M -$62.8M -8% 5.53% 40.5% 113 0.88%
CA
1897
CapWealth Advisors
Tennessee
$758M -$71.3M -9% 5.55% 143% 112 9.82%
QCG
1898
Quadrant Capital Group
Ohio
$756M +$11.9M +2% 4.48% 77.7% 2,914 13.66%
WWA
1899
WCG Wealth Advisors
Nevada
$756M +$35.9M +5% 5.17% 51.2% 311 20.9%
OBGC
1900
O'Brien Greene & Co
Pennsylvania
$755M +$490M +185% 4.07% 79.6% 135 7.41%