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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
GGS
1951
Galvin Gaustad & Stein
Arizona
$1.12B +$47.3M +4% 6.39% 53.7% 192 8.85%
TWM
1952
Tradition Wealth Management
Minnesota
$1.12B +$87.1M +8% 6.24% 69.6% 427 9.6%
SWA
1953
Sax Wealth Advisors
New Jersey
$1.12B +$71.7M +7% 5.64% 57.2% 315 21.9%
AAP
1954
Arax Advisory Partners
Colorado
$1.12B +$94.2M +9% 6.62% 64.7% 2,679 7.65%
BFG
1955
Bouchey Financial Group
New York
$1.12B +$66M +6% 5.07% 66.7% 159 10.69%
CPA
1956
Cardiff Park Advisors
California
$1.12B +$72.4M +7% 7.42% 88.6% 354 10.45%
HR
1957
Hardy Reed
Mississippi
$1.12B +$121M +12% 6.21% 69.7% 252 13.1%
TTWM
1958
TCV Trust & Wealth Management
Virginia
$1.12B +$67.5M +6% 7.87% 69% 211 11.85%
PP
1959
PDS Planning
Ohio
$1.12B +$125M +13% 6.72% 62.7% 447 12.3%
AIP
1960
ARS Investment Partners
New York
$1.12B +$70.1M +7% 7.41% 260% 182 17.03%
SEC
1961
Seven Eight Capital
New York
$1.11B +$157M +16% 9.65% 13.6% 994 64.39%
HI
1962
Helikon Investments
United Kingdom
$1.11B +$29.8M +3% 13.5% 282% 22 31.82%
SFM
1963
Stack Financial Management
Montana
$1.11B +$34M +3% 8.62% 58.4% 50 6%
PIM
1964
Penobscot Investment Management
Massachusetts
$1.11B +$75.4M +7% 7.32% 103% 317 5.05%
AC
1965
AltraVue Capital
Washington
$1.11B +$105M +10% 17.2% 221% 28 3.57%
NCM
1966
Narwhal Capital Management
Georgia
$1.11B +$54.5M +5% 5.56% 93.8% 167 7.78%
CCM
1967
Condor Capital Management
New Jersey
$1.11B +$65.6M +6% 5.76% 58.2% 208 17.31%
SW
1968
SlateStone Wealth
Florida
$1.11B +$188M +20% 6.99% 79.1% 309 11.33%
MTIM
1969
Marathon Trading Investment Management
Pennsylvania
$1.11B -$213M -16% 3.6% 143% 359 42.9%
MAM
1970
Melqart Asset Management
United Kingdom
$1.11B -$103M -9% 2.37% 248% 68 45.59%
RWM
1971
RKL Wealth Management
Pennsylvania
$1.11B +$67.6M +7% 5.96% 70.2% 165 14.55%
GC
1972
Gillson Capital
Illinois
$1.1B +$63.6M +6% 16.6% 84.9% 92 69.57%
BGIM
1973
Boussard & Gavaudan Investment Management
United Kingdom
$1.1B +$472M +75% 1.49% 25.8% 114 67.54%
LWM
1974
Lyell Wealth Management
California
$1.1B +$52.4M +5% 5.53% 128% 208 4.81%
FFH
1975
Fairfax Financial Holdings
Ontario, Canada
$1.1B -$83.4M -7% 0.13% 70.7% 40 27.5%