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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
LSA
2051
L & S Advisors
California
$399M +$55.3M +16% 10.1% 231% 102 39.22%
PDM
2052
Penn Davis McFarland
Texas
$398M +$18.2M +5% 7.23% 86.8% 33 9.09%
AUIM
2053
Aegon USA Investment Management
Iowa
$398M -$16.8M -4% 2.86% 39.9% 41 7.32%
AC
2054
Alexandria Capital
Virginia
$398M -$13.3M -3% 3.51% 66.8% 698 17.62%
RA
2055
Rovida Advisors
Florida
$397M +$125M +46% 9.34% 24.8% 16 37.5%
CCA
2056
Checchi Capital Advisers
California
$396M +$27.9M +8% 4.58% 68% 383 15.67%
BSB
2057
Bangor Savings Bank
Maine
$396M +$4.77M +1% 3.24% 49.6% 143 7.69%
ECM
2058
EII Capital Management
New York
$396M -$219M -36% 5.79% 46.9% 132 12.88%
OMCS
2059
Old Mutual Customised Solutions
South Africa
$396M +$25.5M +7% 7.55% 49.7% 732 2.73%
GKFF
2060
George Kaiser Family Foundation
Oklahoma
$396M -$117M -23% 7.56% 106% 17 17.65%
PFP
2061
Patriot Financial Partners
Pennsylvania
$395M -$23M -5% 4.06% 16.6% 18 22.22%
NM
2062
Newtyn Management
New York
$395M +$7.68M +2% 6.52% 52% 18 61.11%
Wealth Enhancement Advisory Services
2063
Wealth Enhancement Advisory Services
Minnesota
$395M +$66.4M +20% 2.62% 77.1% 141 36.17%
WAM
2064
Weiss Asset Management
Massachusetts
$395M +$259M +192% 0.71% 138% 259 90.35%
FI
2065
FormulaFolio Investments
Michigan
$394M +$81.2M +26% 2.14% 41.4% 125 39.2%
CA
2066
Continental Advisors
Utah
$394M +$21.4M +6% 5.17% 69% 185 34.59%
VC
2067
Vicus Capital
Pennsylvania
$394M +$16.4M +4% 3.99% 59.6% 217 21.2%
GWM
2068
Gupta Wealth Management
California
$393M -$16.9M -4% 3.51% 1,432 26.19%
AAM
2069
Autus Asset Management
Arizona
$393M +$66M +20% 4.15% 26.3% 166 24.7%
CF
2070
Cypress Funds
California
$393M +$48.4M +14% 5.81% 100% 30 43.33%
DAM
2071
Deltec Asset Management
New York
$393M -$10.6M -3% 5.62% 128% 209 40.67%
RC
2072
Randolph Company
Ohio
$393M -$24.8M -6% 6.16% 120% 44 34.09%
CP
2073
Covalent Partners
Massachusetts
$393M -$81.8M -17% 0.19% 36.6% 42 35.71%
CWM
2074
Cabot Wealth Management
Massachusetts
$391M +$29.2M +8% 3.31% 69.3% 152 16.45%
KA
2075
Kerrisdale Advisers
Florida
$391M +$47.5M +14% 4.9% 78.8% 62 59.68%