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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 Avg Holding
Period (Yrs)
Gratus Capital
1951
Gratus Capital
Georgia
$414M -$14.7M -3% 5.03% 51.4% 104 22.12% 0.6
SFMG Wealth Advisors
1952
SFMG Wealth Advisors
Texas
$414M -$33.4M -7% 2.55% 76.1% 135 26.67% 1.3
Greenwich Wealth Management
1953
Greenwich Wealth Management
Connecticut
$413M -$370M -47% 11% 198% 185 15.68% 1.8
ASA
1954
Armstrong Shaw Associates
Connecticut
$412M -$49.7M -11% 8.31% 51.2% 42 2.38% 1.9
Ardsley Advisory Partners
1955
Ardsley Advisory Partners
Connecticut
$412M -$384M -48% 18.7% 555% 228 65.35% 0.5
Cadinha & Co
1956
Cadinha & Co
Hawaii
$412M -$89.9M -18% 5.02% 132% 117 15.38% 1.8
Cobiz Wealth
1957
Cobiz Wealth
Colorado
$412M -$36M -8% 5.26% 54% 145 11.72% 1.7
Alexandria Capital
1958
Alexandria Capital
Virginia
$411M -$38.8M -9% 8.02% 66.8% 658 13.68% 1.7
Chemung Canal Trust
1959
Chemung Canal Trust
New York
$411M -$45.4M -10% 6.92% 80.9% 137 7.3% 1.9
Providence Equity Partners
1960
Providence Equity Partners
Rhode Island
$411M -$105M -20% 18.7% 12.4% 3 0% 2.3
GWM
1961
Gupta Wealth Management
California
$410M +$3.1M +0.8% 5.39% – 1,427 24.81% 0.4
SA
1962
Smithwood Advisers
California
$410M -$291M -41% 20.9% 23.3% 23 60.87% 0.5
GII
1963
Gryphon International Investment
Ontario, Canada
$410M -$37M -8% 0.4% 5.67% 23 8.7% 1.7
Aristotle Capital Boston
1964
Aristotle Capital Boston
Massachusetts
$410M -$29.5M -7% 4.93% 72.2% 107 8.41% 0.7
Bainco International Investors
1965
Bainco International Investors
Massachusetts
$410M -$37.7M -8% 4.67% 69.4% 90 20% 1.9
Park Avenue Securities
1966
Park Avenue Securities
New York
$409M +$1.96M +0.5% 6.06% 71% 38 42.11% 0.4
MCTIC
1967
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$409M -$38.3M -9% 7.57% 38.8% 93 6.45% 1.8
Beacon Financial Group
1968
Beacon Financial Group
Texas
$409M -$52.1M -11% 4.62% 66.6% 184 21.2% 1.4
Meiji Yasuda Asset Management
1969
Meiji Yasuda Asset Management
Japan
$408M -$17.1M -4% 5.2% 93.9% 389 22.37% 1.5
Asset Advisors Corp
1970
Asset Advisors Corp
Georgia
$408M -$40.1M -9% 4.32% 41.4% 178 11.24% 1.8
JMG Financial Group
1971
JMG Financial Group
Illinois
$408M -$25.3M -6% 9.62% 58.7% 56 1.79% 2.1
Planning Alternatives
1972
Planning Alternatives
Michigan
$407M -$67.1M -14% 7.48% 69.6% 47 6.38% 1.7
JCIC Asset Management
1973
JCIC Asset Management
Ontario, Canada
$407M -$150M -27% 8.69% – 111 17.12% 1.3
Arrow Investment Advisors
1974
Arrow Investment Advisors
Maryland
$407M -$90.1M -18% 6.16% 36.3% 89 25.84% 1
C.M. Bidwell & Associates
1975
C.M. Bidwell & Associates
Hawaii
$406M -$41.4M -9% 3.13% 70.6% 311 60.77% 0.5