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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
FWI
2051
Facet Wealth Inc
Maryland
$875M +$146M +20% 1.61% 48.1% 61 13.11%
EFS
2052
Essex Financial Services
Connecticut
$875M +$184M +27% 1.19% 87.7% 491 11.2%
CIC
2053
Cornercap Investment Counsel
Georgia
$875M -$30.6M -3% 0.68% 55.4% 638 30.25%
SCM
2054
Sahana Capital Management
Connecticut
$875M +$29.2M +3% 1.73% 0.48% 11 27.27%
MCM
2055
MKP Capital Management
New York
$874M -$53.8M -6% 0.52% 69.8% 55 52.73%
FBFS
2056
First Business Financial Services
Wisconsin
$874M +$18.4M +2% 0.38% 74% 164 10.37%
TW
2057
Transform Wealth
Colorado
$872M +$53.4M +7% 1.31% 48.4% 240 13.75%
TI
2058
Think Investments
California
$870M +$109M +14% 1.85% 285% 38 42.11%
JC
2059
Jacobs & Co
California
$869M +$3.64M +0.4% 1.92% 92.2% 128 12.5%
MYIA
2060
Mount Yale Investment Advisors
Colorado
$869M +$42.8M +5% 1.23% 81.9% 494 21.86%
DWM
2061
Dakota Wealth Management
Florida
$869M +$29.4M +4% 1.58% 112% 376 19.41%
CC
2062
Cornerstone Capital
California
$868M -$13.8M -2% 0.87% 91.2% 95 7.37%
AL
2063
Arnhold LLC
New York
$867M -$15.7M -2% 2.5% 156% 140 10.71%
AGDR
2064
AdamCapital Gestao de Recursos
Brazil
$867M -$295M -25% 1.04% 10.7% 38 97.37%
PWP
2065
Principle Wealth Partners
Connecticut
$866M -$14.6M -2% 0.1% 79.9% 322 7.76%
BST
2066
Bath Savings Trust
Maine
$865M +$17.3M +2% 0.69% 47.3% 160 3.75%
MFP
2067
Michael F. Price
$865M -$45.5M -5% 2.44% 42.6% 156 16.03%
MFIMFI
2068
Mesirow Financial Investment Management - Fixed Income
Illinois
$864M -$30.5M -3% 1.84% 26.9% 153 25.49%
HHAA
2069
Henry H. Armstrong Associates
Pennsylvania
$864M -$6.87M -0.8% 0.06% 49.3% 61 4.92%
CCA
2070
Clearwater Capital Advisors
Illinois
$863M +$3.53M +0.4% 1.87% 44.7% 174 6.32%
PAM
2071
PSquared Asset Management
Switzerland
$861M -$533M -38% 0.95% 178% 16 62.5%
BOPW
2072
Brandywine Oak Private Wealth
Pennsylvania
$861M +$4.28M +0.5% 1.16% 55.7% 356 10.39%
IVMX
2073
Institutional Venture Management XVI
California
$860M -$14.2M -2% 3.32% 523% 5 20%
TCM
2074
Tensile Capital Management
California
$859M -$23.2M -3% 2.54% 47.7% 18 16.67%
BAM
2075
Brilliance Asset Management
Hong Kong
$859M -$1.04B -55% 22.9% 39.2% 10 70%