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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
RM
2051
Resource Management
Louisiana
$477M -$70.1M -13% 15.5% 82.7% 144 15.97%
ASP
2052
Adams Street Partners
Illinois
$477M -$158M -25% 24.3% 399% 18 50%
BRWM
2053
B. Riley Wealth Management
Tennessee
$477M +$69.9M +17% 11.2% 32.4% 423 40.19%
CL
2054
Cabana LLC
Arkansas
$476M +$42.4M +10% 9% 58.3% 76 69.74%
BAM
2055
Bell Asset Management
Australia
$476M -$4.93M -1% 11.4% 32.7% 66 7.58%
GIA
2056
Granite Investment Advisors
New Hampshire
$476M -$93.7M -16% 12.7% 55.6% 170 15.88%
GP
2057
Girard Partners
Pennsylvania
$476M -$87.9M -16% 10.6% 25.7% 980 75.31%
BCM
2058
BTR Capital Management
California
$475M -$100M -17% 11.7% 35% 184 18.48%
HMC
2059
Harvard Management Company
Massachusetts
$475M +$82.6M +21% 19.3% 123% 20 20%
AIM
2060
Axiom Investment Management
New York
$474M 12.5% 352
SLF
2061
Sun Life Financial
Ontario, Canada
$474M -$77.4M -14% 12.9% 65.7% 646 8.98%
CI
2062
CX Institutional
Indiana
$474M +$171M +57% 9.91% 56.8% 573 48.17%
NC
2063
NewSquare Capital
Pennsylvania
$473M -$53.5M -10% 9.19% 76.5% 379 27.44%
CNBT
2064
Canandaigua National Bank & Trust
New York
$473M -$88.7M -16% 10.9% 367 24.25%
FIA
2065
Foundations Investment Advisors
Arizona
$473M +$62.1M +15% 7.7% 80.9% 138 52.9%
HR
2066
Howe & Rusling
New York
$473M -$126M -21% 13% 82% 955 21.88%
AIP
2067
ARS Investment Partners
New York
$473M -$173M -27% 15.7% 260% 125 16.8%
PP
2068
PagnatoKarp Partners
Virginia
$472M +$130M +38% 11.8% 2.06% 204 27.45%
BC
2069
Blackstart Capital
New York
$472M +$33.1M +8% 1.91% 9% 37 59.46%
PP
2070
Parplus Partners
New York
$471M 14% 1
LWA
2071
Lenox Wealth Advisors
New York
$471M -$21.5M -4% 12.7% 35.7% 440 17.95%
DAS
2072
Dynamic Advisor Solutions
Arizona
$471M -$11.4M -2% 8.67% 64% 463 25.7%
SWM
2073
SigFig Wealth Management
California
$470M -$13.6M -3% 9.39% 43.3% 47 8.51%
IVAV
2074
Index Venture Associates VI
Jersey
$470M 2.11% 312% 1
BC
2075
Bruce & Co
Illinois
$470M -$46.4M -9% 6.38% 94.5% 50 20%