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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
BFS
2076
Bard Financial Services
Connecticut
$892M +$82.8M +10% 9.96% 90.1% 240 5.42%
NPT
2077
Nixon Peabody Trust
Massachusetts
$892M +$772M +647% 11% 85.3% 131 41.22%
BONST
2078
Bank of Nova Scotia Trust
Ontario, Canada
$891M +$49.2M +6% 11% 61.4% 140 10.71%
CIS
2079
Connors Investor Services
Pennsylvania
$890M +$78.2M +10% 12.2% 125% 164 11.59%
UAS
2080
United Asset Strategies
New York
$890M +$117M +15% 11.8% 94.6% 255 17.25%
RM
2081
Redpoint Management
California
$890M +$404M +83% 37.9% 20.6% 10 20%
PCM
2082
Pinnbrook Capital Management
New York
$889M +$489M +122% 16.4% 913% 94 77.66%
KI
2083
Koch Industries
Kansas
$889M -$257M -22% 6.29% 56.9% 9 11.11%
EC
2084
Euclidean Capital
New York
$889M +$430M +94% 11.9% 79.7% 13 0%
SAM
2085
Sawgrass Asset Management
Florida
$887M +$65M +8% 11.5% 96.6% 215 14.88%
PIP
2086
Permian Investment Partners
Texas
$887M +$27.3M +3% 17.1% 78.6% 25 56%
FFW
2087
Fusion Family Wealth
New York
$887M +$78.5M +10% 9.74% 58.2% 47 21.28%
ZDA
2088
Zweig-DiMenna Associates
New York
$887M +$42.7M +5% 17.2% 561% 124 25%
DLIC
2089
Daido Life Insurance Company
Japan
$886M +$125M +16% 11.4% 68.7% 6 0%
SIA
2090
Soltis Investment Advisors
Utah
$886M +$109M +14% 11.2% 80.8% 306 22.22%
TCG
2091
Tremblant Capital Group
Florida
$886M -$66.7M -7% 16.3% 131% 46 23.91%
SFM
2092
Stack Financial Management
Montana
$886M +$27.2M +3% 7.68% 58.4% 46 21.74%
SFG
2093
StrategIQ Financial Group
Indiana
$885M +$21.3M +2% 8.82% 12.6% 327 10.09%
MHS
2094
M Holdings Securities
Oregon
$885M +$127M +17% 10.8% 83.9% 218 27.52%
BCM
2095
Bowie Capital Management
Texas
$885M -$290M -25% 13.9% 31.6% 37 18.92%
MIA
2096
MainStreet Investment Advisors
Illinois
$885M +$26.3M +3% 10.3% 60.8% 187 13.9%
CCA
2097
Canyon Capital Advisors
Texas
$885M -$128M -13% 8.69% 78% 24 20.83%
AC
2098
Avestar Capital
New York
$882M +$179M +25% 7.86% 101% 447 30.43%
GGI
2099
Godsey & Gibb Inc
Virginia
$882M +$67.1M +8% 10.5% 78.9% 379 17.15%
KWA
2100
Kingswood Wealth Advisors
California
$882M +$297M +51% 12.3% 123% 679 44.33%