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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 Avg Holding
Period (Yrs)
Jacobs & Co
1901
Jacobs & Co
California
$617M -$2.92M -0.5% 2.62% 105% 139 5.04% 4.4
ALAM
1902
Asahi Life Asset Management
Japan
$616M +$116M +23% 1.63% 122% 291 47.77% 0.4
Alpha Omega Wealth Management
1903
Alpha Omega Wealth Management
Virginia
$616M +$381M +162% 6.81% 65.9% 665 71.73% 2.6
Ritholtz Wealth Management
1904
Ritholtz Wealth Management
New York
$616M +$30.3M +5% 0.36% 93% 149 8.72% 1.5
AH Equity Partners III
1905
AH Equity Partners III
California
$616M -$376M -38% 37.3% 42.6% 3 0% 1.8
Wellington Shields Capital Management
1906
Wellington Shields Capital Management
New York
$615M +$11.1M +2% 1.36% 137% 296 16.22% 3.9
MCF Advisors
1907
MCF Advisors
Kentucky
$614M +$9.6M +2% 0.7% 50.2% 475 5.68% 3.4
AAA
1908
Adams Asset Advisors
Texas
$614M -$33.6M -5% 6.09% 66.8% 111 27.03% 3
Cantor Fitzgerald Investment Advisors
1909
Cantor Fitzgerald Investment Advisors
New York
$614M -$25.6M -4% 0.28% 73.4% 58 12.07% 1.8
Arden Trust
1910
Arden Trust
Delaware
$613M +$21.4M +4% 1.25% 22.5% 383 16.19% 3.5
Gratus Capital
1911
Gratus Capital
Georgia
$613M -$47K -0% 2.78% 51.4% 183 9.29% 2.7
CCMD
1912
Cypress Capital Management (Delaware)
Delaware
$612M +$36M +6% 1.55% 25.6% 172 11.63% 2.5
Washington Trust Bank
1913
Washington Trust Bank
Washington
$611M -$3.75M -0.6% 1.25% 80.5% 198 9.6% 4.9
Legacy Wealth Management (Tennessee)
1914
Legacy Wealth Management (Tennessee)
Tennessee
$611M +$56.2M +10% 0.29% 50.4% 12 0% 4.1
Baskin Financial Services
1915
Baskin Financial Services
Ontario, Canada
$611M +$24M +4% 2.51% 69.1% 46 13.04% 3.5
PS
1916
Presima Securities
Quebec, Canada
$610M -$18.1M -3% 4.64% 10.3% 37 2.7% 2.7
Henry H. Armstrong Associates
1917
Henry H. Armstrong Associates
Pennsylvania
$610M -$122M -17% 1.93% 70% 52 1.92% 4.6
CCM Investment Advisers
1918
CCM Investment Advisers
South Carolina
$609M +$14.5M +2% 3.52% 170% 73 13.7% 3.4
Baltimore-Washington Financial Advisors
1919
Baltimore-Washington Financial Advisors
Maryland
$609M +$14.7M +2% 0.56% 80.6% 109 4.59% 2.7
Global Retirement Partners
1920
Global Retirement Partners
California
$608M +$86.1M +16% 1.09% – 1,749 12.52% 1.8
GPCM
1921
Greenbrier Partners Capital Management
Texas
$608M +$11.3M +2% 3.44% 96.1% 15 0% 5
Avidian Wealth Enterprises
1922
Avidian Wealth Enterprises
Texas
$607M +$184M +44% 0.03% 71.7% 212 41.51% 1.1
PSquared Asset Management
1923
PSquared Asset Management
Switzerland
$607M +$190M +45% 2.52% 178% 8 62.5% 0.1
CEI
1924
Clark Estates Inc
New York
$607M -$18.7M -3% 0.27% 34.5% 98 14.29% 2.1
Citizens Business Bank
1925
Citizens Business Bank
California
$606M +$2.24M +0.4% 1.63% 108% 260 8.46% 3.9