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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
SWA
1901
SFMG Wealth Advisors
Texas
$414M -$33.4M -7% 2.55% 63.3% 135 26.67%
GWM
1902
Greenwich Wealth Management
Connecticut
$413M -$370M -47% 11% 163% 185 15.68%
ASA
1903
Armstrong Shaw Associates
Connecticut
$412M -$49.7M -11% 8.31% 51.2% 42 2.38%
AAP
1904
Ardsley Advisory Partners
Connecticut
$412M -$384M -48% 18.7% 555% 228 65.35%
CC
1905
Cadinha & Co
Hawaii
$412M -$89.9M -18% 5.02% 122% 117 15.38%
CW
1906
Cobiz Wealth
Colorado
$412M -$36M -8% 5.26% 54% 145 11.72%
AC
1907
Alexandria Capital
Virginia
$411M -$38.8M -9% 8.02% 66.8% 658 13.68%
CCT
1908
Chemung Canal Trust
New York
$411M -$45.4M -10% 6.92% 80.9% 137 7.3%
PEP
1909
Providence Equity Partners
Rhode Island
$411M -$105M -20% 18.7% 10.6% 3 0%
GWM
1910
Gupta Wealth Management
California
$410M +$3.1M +0.8% 5.39% 1,427 24.81%
SA
1911
Smithwood Advisers
California
$410M -$291M -41% 20.9% 23.3% 23 60.87%
GII
1912
Gryphon International Investment
Ontario, Canada
$410M -$37M -8% 0.4% 5.67% 23 8.7%
ACB
1913
Aristotle Capital Boston
Massachusetts
$410M -$29.5M -7% 4.93% 51.6% 107 8.41%
BII
1914
Bainco International Investors
Massachusetts
$410M -$37.7M -8% 4.67% 69.4% 90 20%
PAS
1915
Park Avenue Securities
New York
$409M +$1.96M +0.5% 6.06% 71% 38 42.11%
MCTIC
1916
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$409M -$38.3M -9% 7.56% 38.8% 93 6.45%
BFG
1917
Beacon Financial Group
Texas
$409M -$52.1M -11% 4.62% 60.3% 184 21.2%
MYAM
1918
Meiji Yasuda Asset Management
Japan
$408M -$17.1M -4% 5.2% 72.7% 389 22.37%
AAC
1919
Asset Advisors Corp
Georgia
$408M -$40.1M -9% 4.32% 41.4% 178 11.24%
JFG
1920
JMG Financial Group
Illinois
$408M -$25.3M -6% 9.62% 48.2% 56 1.79%
PA
1921
Planning Alternatives
Michigan
$407M -$67.1M -14% 7.48% 50.4% 47 6.38%
JAM
1922
JCIC Asset Management
Ontario, Canada
$407M -$150M -27% 8.69% 111 17.12%
AIA
1923
Arrow Investment Advisors
Maryland
$407M -$90.1M -18% 6.16% 29.6% 89 25.84%
CMBA
1924
C.M. Bidwell & Associates
Hawaii
$406M -$41.4M -9% 3.13% 59.8% 311 60.77%
NVPX
1925
Norwest Venture Partners X
California
$406M -$470M -54% 13.8% 11.3% 3 33.33%