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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
JDR
1901
Jay D. Rosenbaum
$453M +$95.2M +27% 26% 12.9% 45 17.78%
PA
1902
Planning Alternatives
Michigan
$453M +$22.5M +5% 1.12% 69.6% 56 12.5%
HIC
1903
Harvey Investment Company
Kentucky
$450M +$13M +3% 3.9% 48.4% 80 7.5%
MGIA
1904
Moneta Group Investment Advisors
Missouri
$450M +$43.3M +11% 1.62% 64% 176 28.41%
NAM
1905
Netols Asset Management
Wisconsin
$450M -$2.59M -0.6% 3.19% 41.7% 72 8.33%
CCA
1906
Checchi Capital Advisers
California
$450M +$53.5M +14% 2.73% 68% 1,659 78.42%
PFS
1907
Prospera Financial Services
Texas
$449M -$6.69M -1% 2.28% 97.4% 382 33.25%
RC
1908
Randolph Company
Ohio
$449M +$55.9M +14% 2.26% 120% 42 45.24%
MSU
1909
Mizuho Securities USA
New York
$448M -$359M -44% 3.22% 99% 209 76.08%
RMPT
1910
Raytheon Master Pension Trust
Massachusetts
$448M -$110M -20% 0.75% 36.3% 13 38.46%
NG
1911
NatWest Group
United Kingdom
$447M -$49.8M -10% 0.69% 207% 139 23.02%
WAM
1912
Winslow Asset Management
Ohio
$447M -$58.6M -12% 3.7% 89.9% 94 7.45%
PGIM
1913
Pacific Global Investment Management
California
$446M +$5.07M +1% 2.85% 48% 222 10.36%
STCG
1914
Speece Thorson Capital Group
Minnesota
$445M +$34.6M +8% 5.76% 34.2% 44 2.27%
HA
1915
Halsey Associates
Connecticut
$445M +$12.6M +3% 2.83% 63.8% 109 11.93%
RCYC
1916
Richard C. Young & Co
Rhode Island
$444M +$4.97M +1% 4.35% 137% 79 18.99%
HR
1917
Howe & Rusling
New York
$444M +$7.9M +2% 1.84% 82% 1,114 15.71%
VC
1918
Vicus Capital
Pennsylvania
$443M +$49.7M +13% 1.36% 59.6% 225 22.22%
AW
1919
ACG Wealth
Georgia
$443M -$4.29M -1% 1.08% 45.5% 250 20.4%
MYAM
1920
Meiji Yasuda Asset Management
Japan
$442M +$395K +0.1% 1.7% 93.9% 382 20.94%
GIA
1921
GHP Investment Advisors
Colorado
$442M +$27.7M +7% 2.97% 75.2% 296 10.81%
GWI
1922
Grace & White Inc
New York
$441M +$10.6M +2% 4.96% 61.5% 145 5.52%
Pacer Advisors
1923
Pacer Advisors
Pennsylvania
$441M +$15.1M +4% 1.55% 58.4% 893 14.56%
CL
1924
Croft-Leominster
Maryland
$441M -$23.8M -5% 0.72% 38% 199 29.65%
SAM
1925
Strategy Asset Managers
California
$440M +$315K +0.1% 1.42% 108% 166 36.14%