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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
LCS
1901
Levin Capital Strategies
New York
$981M +$41.6M +4% 5.78% 88.6% 468 46.37%
EK
1902
Evensky & Katz
Florida
$981M +$76.1M +8% 6.46% 57.1% 76 6.58%
PMG
1903
ProVise Management Group
Florida
$980M +$52.3M +6% 6.49% 66.8% 398 15.08%
CFFNO
1904
Common Fund For Nonprofit Organizations
Connecticut
$980M +$81.6M +9% 7.33% 70.8% 11 27.27%
OP
1905
Oldfield Partners
United Kingdom
$979M +$14.1M +1% 7.01% 90.3% 22 4.55%
GKWIM
1906
Gerber Kawasaki Wealth & Investment Management
California
$979M +$147M +18% 9.39% 91.5% 273 21.98%
JJIJ
1907
Johnson & Johnson Innovation - JJDC
New Jersey
$978M +$206M +27% 17.7% 21 19.05%
TA
1908
Trivest Advisors
Hong Kong
$978M +$626M +178% 17.4% 2,977% 40 70%
AI
1909
Accredited Investors
Minnesota
$978M +$231M +31% 11.4% 74% 168 6.55%
LNB
1910
Ledyard National Bank
$977M +$48.7M +5% 6.7% 69.8% 245 6.12%
SC
1911
Strategy Capital
California
$977M +$241M +33% 20.7% 316% 9 11.11%
GRP
1912
Global Retirement Partners
California
$976M +$122M +14% 7.29% 2,000 13.15%
GCAC
1913
Guardian Capital Advisors (Canada)
Ontario, Canada
$976M +$100M +11% 4.5% 26.1% 180 9.44%
NWM
1914
Nicola Wealth Management
British Columbia, Canada
$975M +$80.9M +9% 6.45% 56.1% 121 12.4%
GAG
1915
GM Advisory Group
New York
$975M +$141M +17% 8.7% 53.6% 218 16.97%
WI
1916
Wintrust Investments
Illinois
$975M +$7.72M +0.8% 6.9% 27.5% 450 17.56%
WWM
1917
Western Wealth Management
Colorado
$973M +$229M +31% 7.46% 82.6% 639 22.85%
MP
1918
Mangrove Partners
Connecticut
$971M -$19.4M -2% 2.12% 185% 508 75%
CS
1919
Central Securities
New York
$971M +$94.4M +11% 10.3% 90.2% 33 6.06%
ITP
1920
Iron Triangle Partners
Connecticut
$971M +$184M +23% 8.58% 152% 36 52.78%
PFM
1921
Phillips Financial Management
Indiana
$970M +$157M +19% 3.98% 41.8% 89 4.49%
MD
1922
Money Design
Japan
$969M +$111M +13% 3.87% 26.4% 65 1.54%
CCFCSB
1923
Cape Cod Five Cents Savings Bank
Massachusetts
$968M +$49.4M +5% 5.63% 186 8.06%
PNAA
1924
Pictet North America Advisors
Switzerland
$968M +$113M +13% 8.39% 65.9% 130 7.69%
KL
1925
KGH Ltd
Bahamas
$968M +$172M +22% 24.8% 139% 40 42.5%