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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
OWP
1951
Obermeyer Wealth Partners
Colorado
$392M +$35.5M +10% 9.03% 80.9% 66 16.67%
AW
1952
ACG Wealth
Georgia
$391M +$149M +62% 11.6% 45.5% 186 55.38%
PGH
1953
Partners Group Holding
Switzerland
$390M +$30M +8% 5.03% 23.3% 56 41.07%
TAM
1954
Toscafund Asset Management
United Kingdom
$389M +$166M +74% 17.1% 80.9% 19 47.37%
MAM
1955
Myriad Asset Management
Hong Kong
$387M +$274M +243% 16% 149% 36 47.22%
PMG
1956
ProVise Management Group
Florida
$387M +$34.4M +10% 7.65% 66.8% 324 16.67%
TF
1957
Tompkins Financial
New York
$386M +$28.3M +8% 7.43% 74.1% 568 24.12%
CC
1958
ClearArc Capital
Ohio
$386M +$28.3M +8% 11% 63.4% 399 12.28%
EWA
1959
EP Wealth Advisors
California
$386M +$67.3M +21% 9.98% 129 21.71%
JEW
1960
Jamison Eaton & Wood
New Jersey
$385M +$22.2M +6% 10.1% 257 56.03%
PAS
1961
Professional Advisory Services
Florida
$385M +$30.2M +9% 9.44% 61.8% 50 14%
FAM
1962
Foundation Asset Management
New York
$384M +$22.5M +6% 17.8% 126% 29 51.72%
BOK
1963
Bank of Kentucky
Kentucky
$384M +$35.7M +10% 9.51% 294 7.82%
FCG
1964
FrontFour Capital Group
Connecticut
$384M -$237M -38% 9.56% 8.55% 60 65%
GMCM
1965
Gruber & McBaine Capital Management
California
$383M +$51M +15% 14.4% 192 34.38%
OMCS
1966
Old Mutual Customised Solutions
South Africa
$383M +$28.5M +8% 10.1% 49.7% 785 3.06%
CWM
1967
Cabot Wealth Management
Massachusetts
$382M +$48.5M +15% 7.29% 69.3% 165 19.39%
IUAM
1968
Itau USA Asset Management
New York
$382M -$7.7M -2% 1.28% 15.8% 129 10.85%
MRCM
1969
M&R Capital Management
New Jersey
$382M +$25.9M +7% 9.34% 52.6% 214 13.08%
MC
1970
Middleton & Co
Massachusetts
$382M +$1.75M +0.5% 10.7% 69.7% 152 19.74%
LIA
1971
LBMC Investment Advisors
Tennessee
$382M +$43.2M +13% 7.04% 52.8% 55 16.36%
JAM
1972
Jacobs Asset Management
New York
$382M +$12M +3% 13.5% 114% 49 20.41%
PTC
1973
Petrus Trust Company
Texas
$381M +$2.55M +0.7% 7.66% 36.9% 47 6.38%
BPGAM
1974
BTG Pactual Global Asset Management
Bermuda
$381M -$71.2M -16% 4.23% 88.9% 185 83.78%
WMIG
1975
White Mountains Insurance Group
New Hampshire
$381M +$22.9M +6% 6.41% 105% 2 0%