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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
BCM
2076
BTR Capital Management
California
$886M +$79.6M +10% 11.5% 35% 177 10.17%
VFA
2077
Voya Financial Advisors
Connecticut
$886M +$68.2M +8% 4.56% 36.1% 274 12.04%
TFS
2078
TrustCore Financial Services
Tennessee
$885M -$132M -13% 7.63% 28.3% 1,100 16.09%
1IA
2079
1834 Investment Advisors
Wisconsin
$885M +$65M +8% 9.5% 51.8% 515 14.95%
MCM
2080
Makena Capital Management
California
$884M +$292M +49% 13.4% 74.3% 52 26.92%
CCMD
2081
Cypress Capital Management (Delaware)
Delaware
$884M +$128M +17% 9.98% 25.6% 210 19.05%
AL
2082
Arnhold LLC
New York
$883M +$16.1M +2% 6.64% 156% 139 7.91%
ACM
2083
Aquilo Capital Management
California
$882M +$331M +60% 4.95% 6.84% 16 25%
CMG
2084
Cavalry Management Group
California
$880M -$125M -12% 18.1% 59.6% 63 60.32%
MAM
2085
Mark Asset Management
New York
$880M -$47M -5% 13.3% 234% 63 36.51%
NCM
2086
Narwhal Capital Management
Georgia
$879M +$86.3M +11% 11.9% 93.8% 174 14.94%
JJ
2087
Johnson & Johnson
New Jersey
$878M -$262M -23% 15.3% 300% 27 18.52%
SI
2088
Sapience Investments
California
$878M +$36M +4% 5.86% 54.9% 91 6.59%
HSC
2089
Harbor Spring Capital
New York
$878M -$541M -38% 0.08% 28 25%
CC
2090
Cypress Capital
Tennessee
$877M +$89.9M +11% 7.95% 39.8% 218 17.43%
BB
2091
Bell Bank
North Dakota
$877M +$75.5M +9% 6.02% 64.3% 184 13.59%
CT
2092
Coastline Trust
Rhode Island
$877M +$72.8M +9% 9.15% 79.1% 333 4.5%
WA
2093
WBH Advisory
Maryland
$877M +$133M +18% 8.07% 47.2% 317 12.62%
LWM
2094
Lyell Wealth Management
California
$876M +$53.9M +7% 8.5% 99.6% 195 10.77%
CWM
2095
Campbell Wealth Management
Virginia
$875M +$128M +17% 6.47% 11.2% 86 17.44%
BCM
2096
Brigade Capital Management
New York
$874M -$342M -28% 3.46% 18.4% 56 30.36%
LRPA
2097
L. Roy Papp & Associates
Arizona
$874M +$86.7M +11% 12.1% 64.3% 177 5.08%
SCM
2098
Sirios Capital Management
Massachusetts
$873M -$82.6M -9% 11.4% 156% 86 15.12%
EIM
2099
Essex Investment Management
Massachusetts
$873M +$58.1M +7% 8% 272% 449 16.48%
II
2100
Inspire Investing
Idaho
$872M +$81M +10% 8.87% 77.1% 826 8.72%