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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
CW
1926
Cobiz Wealth
Colorado
$448M +$10.8M +2% 3.88% 54% 136 10.29%
LIA
1927
LBMC Investment Advisors
Tennessee
$447M +$16.8M +4% 1.53% 43.6% 63 12.7%
CIM
1928
Corbyn Investment Management
Maryland
$447M -$76M -15% 1.61% 56.1% 52 17.31%
LPPI
1929
LS Power Partners II
New York
$447M +$3.95M +0.9% 3.34% 27.3% 1 0%
HR
1930
Howe & Rusling
New York
$446M +$29.1M +7% 3.88% 66.1% 1,034 18.28%
NC
1931
NBW Capital
Massachusetts
$446M +$10.2M +2% 2.33% 86% 83 16.87%
YIA
1932
YHB Investment Advisors
Connecticut
$446M +$9.1M +2% 1.93% 85.7% 172 8.72%
AAC
1933
Asset Advisors Corp
Georgia
$446M -$7.08M -2% 0.39% 41.4% 168 11.31%
GC
1934
Grace Capital
Massachusetts
$445M +$29.3M +7% 2.06% 127% 107 17.76%
ACM
1935
Astenbeck Capital Management
Connecticut
$445M +$341M +329% 1.27% 12.4% 21 42.86%
BII
1936
Bainco International Investors
Massachusetts
$444M +$21.8M +5% 2.27% 69.4% 93 15.05%
AP
1937
Appleton Partners
Massachusetts
$443M +$6.59M +2% 3.74% 101% 197 14.72%
MCTIC
1938
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$443M -$3.21M -0.7% 2.79% 38.8% 100 5%
BJL
1939
Brighton Jones LLC
Washington
$442M +$5.49M +1% 2.9% 81% 205 10.73%
JAM
1940
Jacobs Asset Management
New York
$442M -$7.36M -2% 2.25% 79.5% 46 17.39%
PA
1941
Planning Alternatives
Michigan
$441M -$25.1M -5% 1.8% 50.4% 50 18%
RCAG
1942
Rehmann Capital Advisory Group
Michigan
$441M +$6.32M +1% 1.96% 51.4% 368 17.39%
GPCM
1943
Greenbrier Partners Capital Management
Texas
$440M +$27.7M +7% 6.2% 111% 21 9.52%
IMOV
1944
Investment Management of Virginia
Virginia
$440M -$40.2M -8% 0.75% 93.4% 162 12.35%
KFS
1945
Kurt F. Somerville
$440M +$37.9M +9% 0.27% 62.7% 134 5.22%
MCG
1946
Meru Capital Group
New York
$439M +$130M +42% 12% 73 47.95%
DG
1947
Davidson & Garrard
Virginia
$439M +$7.18M +2% 1.19% 25.2% 197 5.08%
SCM
1948
Symons Capital Management
Pennsylvania
$439M +$17.6M +4% 1.7% 25.4% 92 33.7%
AFS
1949
Aft Forsyth & Sober
Florida
$439M -$12.1M -3% 2.2% 77.3% 42 0%
PCM
1950
Prime Capital Management
Hong Kong
$439M +$26.1M +6% 1.63% 401% 12 8.33%