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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
CIS
1901
Connors Investor Services
Pennsylvania
$1.02B +$73.8M +8% 9.03% 116% 173 11.56%
MIM
1902
Marco Investment Management
Georgia
$1.02B +$110M +12% 14.2% 92.8% 228 9.65%
PNAA
1903
Pictet North America Advisors
Switzerland
$1.02B +$5.12M +0.5% 5.66% 65.9% 133 9.77%
PA
1904
PFG Advisors
Arizona
$1.02B +$111M +12% 8.99% 77.4% 552 13.77%
ML
1905
McAdam LLC
Pennsylvania
$1.01B +$114M +13% 5.34% 46.3% 199 12.56%
AWCI
1906
Alpine Woods Capital Investors
New York
$1.01B +$78.1M +8% 11.2% 91.1% 233 16.74%
WWM
1907
Western Wealth Management
Colorado
$1.01B 9.8% 70.1% 594
SIMS
1908
SPT Invest Management Sarl
Luxembourg
$1.01B -$337M -25% 18.2% 2 0%
AACA
1909
American Assets Capital Advisers
California
$1.01B +$177M +21% 10.7% 73.5% 33 18.18%
BCM
1910
BTC Capital Management
Iowa
$1.01B +$120M +14% 10.1% 262 24.43%
EFS
1911
Essex Financial Services
Connecticut
$1.01B +$137M +16% 10.9% 73.2% 520 15.96%
SM
1912
SB Management
United Arab Emirates
$1.01B +$35.5M +4% 21.1% 35 40%
CS
1913
Central Securities
New York
$1.01B +$62.9M +7% 7.29% 84.7% 32 3.13%
SGCIA
1914
Smith Graham & Co Investment Advisors
Texas
$1.01B +$10.5M +1% 7.75% 56.9% 143 2.8%
EWM
1915
Executive Wealth Management
Michigan
$1B +$98.7M +11% 8.54% 18.4% 208 15.87%
TTWM
1916
TCV Trust & Wealth Management
Virginia
$1B +$101M +11% 10.3% 69% 223 20.18%
FCM
1917
Fernbridge Capital Management
California
$1B +$182M +22% 1.24% 27.9% 24 45.83%
MC
1918
MIG Capital
California
$1B -$37.9M -4% 1.47% 118% 28 32.14%
ACM
1919
Ashford Capital Management
Delaware
$1B -$97.7M -9% 2.43% 111% 118 15.25%
RC
1920
Roundview Capital
New Jersey
$1B +$95.5M +11% 8.47% 63.2% 309 11.97%
GIM
1921
Grassi Investment Management
California
$1B +$112M +13% 14.9% 170% 155 14.19%
SAM
1922
Southernsun Asset Management
Tennessee
$1B +$53.4M +6% 8.86% 45.7% 35 11.43%
SAM
1923
SP Asset Management
California
$1,000M +$42.9M +4% 6.45% 82.9% 133 11.28%
BWP
1924
Baldwin Wealth Partners
Massachusetts
$1,000M +$98.6M +11% 9.59% 85.9% 664 6.48%
TCM
1925
Twin Capital Management
Pennsylvania
$999M +$23.3M +2% 12.3% 101% 309 14.24%