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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
HR
1926
Howe & Rusling
New York
$429M -$16.6M -4% 0.32% 82% 999 27.63%
CPC
1927
Cookson Peirce & Co
Pennsylvania
$428M +$11M +3% 4.99% 307% 160 49.38%
MCTIC
1928
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$428M -$2.04M -0.5% 0.07% 38.8% 96 6.25%
AP
1929
Appleton Partners
Massachusetts
$428M +$600K +0.1% 1.48% 101% 198 17.17%
SHA
1930
Smith Hayes Advisers
Nebraska
$427M +$949K +0.2% 0.11% 35.2% 311 15.11%
SGA
1931
Sector Gamma AS
Norway
$427M +$4.69M +1% 1.53% 35.3% 37 27.03%
FBB
1932
Fulton Breakefield Broenniman
Maryland
$427M +$14.4M +3% 0.62% 68% 134 4.48%
MWP
1933
MYCIO Wealth Partners
Pennsylvania
$427M -$13.5M -3% 0.19% 69.3% 719 14.88%
JMH
1934
J.M. Hartwell
New York
$427M -$68.3M -14% 0.32% 72.2% 114 27.19%
SGCA
1935
Steel Grove Capital Advisors
Tennessee
$427M +$3.27M +0.8% 1.09% 93% 148 16.22%
MDCM
1936
Morgan Dempsey Capital Management
Wisconsin
$427M -$24.5M -5% 8.58% 52.1% 178 11.24%
SWP
1937
Stratos Wealth Partners
Ohio
$426M +$127M +42% 1.15% 83.3% 368 28.53%
BPM
1938
Bowling Portfolio Management
Ohio
$426M +$3.96M +0.9% 2.61% 45.7% 108 0.93%
CAL
1939
Capital Analysts LLC
Pennsylvania
$426M +$15.7M +4% 1.98% 51.3% 409 12.71%
MC
1940
MSF Capital
New York
$426M -$16.8M -4% 1.11% 75 40%
DCM
1941
Dialectic Capital Management
Connecticut
$426M +$109M +34% 0.32% 91.5% 239 67.78%
SG
1942
StepStone Group
California
$426M +$298M +232% 20.5% 103% 15 13.33%
SIG
1943
Schooner Investment Group
Pennsylvania
$426M -$16.7M -4% 1.92% 24.3% 156 20.51%
MC
1944
Middleton & Co
Massachusetts
$426M -$14.2M -3% 0.37% 69.7% 163 9.2%
PNAA
1945
Pictet North America Advisors
Switzerland
$425M +$37.2M +10% 0.31% 65.9% 55 20%
BCA
1946
Bernzott Capital Advisors
California
$425M -$11.8M -3% 2.46% 46.6% 57 19.3%
MYAM
1947
Meiji Yasuda Asset Management
Japan
$425M -$61.2M -13% 1.08% 93.9% 380 15%
AAM
1948
Aston Asset Management
Illinois
$424M -$12.7M -3% 1.67% 26.1% 146 13.7%
CMBA
1949
C.M. Bidwell & Associates
Hawaii
$424M -$14.7M -3% 1.98% 70.6% 336 64.29%
APCM
1950
Alaska Permanent Capital Management
Alaska
$423M -$9.24M -2% 2.93% 42.8% 32 18.75%