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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
DIA
1926
Dean Investment Associates
Ohio
$434M +$18.2M +4% 4.83% 63.5% 242 18.6%
FM
1927
Foster & Motley
Ohio
$433M +$26.4M +6% 3.92% 68.8% 174 13.22%
CW
1928
Cobiz Wealth
Colorado
$433M +$13.9M +3% 4.28% 54% 128 8.59%
CI
1929
Constellation Investments
Ohio
$432M +$21.2M +5% 5.94% 404 5.2%
APCM
1930
Alaska Permanent Capital Management
Alaska
$432M +$20.1M +5% 3.77% 42.8% 26 3.85%
NM
1931
NWI Management
New York
$432M +$105M +32% 8.06% 230% 22 9.09%
PL
1932
Parkwood LLC
Ohio
$431M +$14.9M +4% 5.91% 120% 246 55.28%
MCTIC
1933
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$430M +$17.6M +4% 6.14% 38.8% 94 5.32%
EWA
1934
EP Wealth Advisors
California
$430M +$64.7M +18% 5.85% 121 14.05%
SGAM
1935
Steinberg Global Asset Management
Florida
$430M +$29.1M +7% 3.83% 32.8% 195 9.23%
QA
1936
Quantitative Advantage
Minnesota
$429M +$12.6M +3% 4.26% 45.9% 58 50%
CA
1937
Continental Advisors
Utah
$429M +$42M +11% 1.79% 69% 164 42.68%
KA
1938
KLCM Advisors
Wisconsin
$428M +$53.1M +14% 5.82% 122% 77 10.39%
AP
1939
Appleton Partners
Massachusetts
$428M +$5.07M +1% 3.02% 101% 181 9.39%
VAM
1940
Visionary Asset Management
Texas
$427M +$3.23M +0.8% 4.63% 31.9% 433 78.75%
CCG
1941
Cypress Capital Group
Florida
$427M +$19.1M +5% 4.66% 97.8% 218 10.55%
SHA
1942
Smith Hayes Advisers
Nebraska
$427M +$22.6M +6% 4.6% 35.2% 293 7.17%
GHA
1943
Garcia Hamilton & Associates
Texas
$426M +$1.45M +0.3% 4.14% 39.1% 63 22.22%
MRCM
1944
M&R Capital Management
New Jersey
$426M +$11.7M +3% 4.3% 52.6% 218 9.17%
FLII
1945
First Long Island Investors
New York
$426M +$21.3M +5% 5.03% 85.5% 55 12.73%
BRWA
1946
B. Riley Wealth Advisors
Florida
$426M +$95M +29% 6.87% 105% 2,485 70.66%
LCP
1947
LGT Capital Partners
Switzerland
$425M 4.55% 67.2% 64
MSR
1948
Main Street Research
Connecticut
$424M +$12.4M +3% 4.04% 232% 145 11.72%
SGCA
1949
Steel Grove Capital Advisors
Tennessee
$424M +$20.8M +5% 7.02% 93% 152 23.68%
SP
1950
Summit Partners
Massachusetts
$424M +$128M +43% 3.03% 13.7% 6 50%