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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
NAS
2076
Nicolet Advisory Services
Wisconsin
$713M +$69.7M +11% 10.4% 62.7% 194 15.98%
FDCC
2077
Foster Dykema Cabot & Co
Massachusetts
$713M +$104M +17% 10.7% 34% 100 15%
TAM
2078
Third Avenue Management
New York
$713M -$6.73M -0.9% 21.6% 111% 67 8.96%
MYIA
2079
Mount Yale Investment Advisors
Colorado
$713M +$10.5M +2% 16.4% 69.4% 431 26.91%
TA
2080
Teton Advisors
New York
$712M +$130M +22% 33.3% 78.4% 400 6.75%
SF
2081
Summit Financial
New Jersey
$711M +$107M +18% 14.8% 68.3% 53 37.74%
SWM
2082
SeaCrest Wealth Management
New York
$711M +$87.2M +14% 14.8% 142% 666 19.52%
BWA
2083
BDO Wealth Advisors
Florida
$711M +$96.8M +16% 14.5% 38.3% 1,030 17.67%
SFI
2084
SPC Financial Inc
Maryland
$711M +$131M +23% 15% 65.1% 163 16.56%
BWM
2085
BerganKDV Wealth Management
Minnesota
$711M +$78.8M +12% 11.2% 27.9% 1,039 16.07%
JLBC
2086
J.L. Bainbridge & Co
Florida
$710M +$79.3M +13% 17.2% 93.8% 90 20%
HIC
2087
Harvey Investment Company
Kentucky
$710M +$69.7M +11% 11.9% 48.4% 92 5.43%
AACA
2088
American Assets Capital Advisers
California
$709M +$88.6M +14% 19.5% 73.5% 37 24.32%
CEI
2089
Clark Estates Inc
New York
$709M +$97.2M +16% 30.7% 31.4% 117 25.64%
SP
2090
ShawSpring Partners
Massachusetts
$708M +$216M +44% 38.5% 6.63% 5 0%
NAM
2091
North American Management
Massachusetts
$707M +$64.7M +10% 13% 61.7% 111 9.01%
SC
2092
Sasco Capital
Connecticut
$707M +$125M +22% 26.4% 15.5% 51 17.65%
MAM
2093
MPM Asset Management
Massachusetts
$707M +$170M +32% 34.2% 5.89% 9 22.22%
QSS
2094
Quantitative Systematic Strategies
Florida
$707M +$133M +23% 22.6% 133% 803 54.79%
AWA
2095
Arete Wealth Advisors
Illinois
$706M +$42.4M +6% 13.1% 63.9% 458 29.04%
NCM
2096
Narwhal Capital Management
Georgia
$705M +$85.2M +14% 11.4% 93.8% 164 18.29%
JIP
2097
Jaffetilchin Investment Partners
Florida
$705M +$163M +30% 12.8% 78.5% 300 34.33%
CFIA
2098
Cantor Fitzgerald Investment Advisors
New York
$704M +$92.5M +15% 9.82% 71 22.54%
LWA
2099
Lenox Wealth Advisors
New York
$703M +$37.7M +6% 13.4% 35.7% 718 25.49%
BWC
2100
Blue Whale Capital
United Kingdom
$703M +$185M +36% 9.86% 265% 18 11.11%