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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 Avg Holding
Period (Yrs)
USCA RIA
2151
USCA RIA
Texas
$377M +$4.08M +1% 1.16% 60.6% 371 18.6% 1.2
CA
2152
Continental Advisors
Utah
$376M -$77.4M -17% 1.92% 73.6% 165 27.88% 1.1
Zevin Asset Management
2153
Zevin Asset Management
Massachusetts
$375M +$12.2M +3% 1.25% 71.7% 148 6.76% 1.5
Wexford Capital
2154
Wexford Capital
Florida
$375M +$31.2M +9% 0.65% 128% 92 57.61% 0.5
Connable Office Inc
2155
Connable Office Inc
Michigan
$374M -$16.8M -4% 0.33% 68.3% 232 13.36% 1.5
KCP
2156
KDI Capital Partners
North Carolina
$373M -$30.2M -7% 0.38% 77.1% 46 13.04% 1.3
Alpha Cubed Investments
2157
Alpha Cubed Investments
California
$373M +$51.5M +16% 1.91% 126% 200 22.5% 0.8
Baystate Wealth Management
2158
Baystate Wealth Management
Massachusetts
$372M +$10.9M +3% 0.61% 14.6% 64 25% 1.1
Windward Capital Management
2159
Windward Capital Management
California
$372M -$14.7M -4% 0.59% 78.5% 78 12.82% 1.5
Sentinel Trust
2160
Sentinel Trust
Texas
$372M +$7.96M +2% 0.04% 79.2% 159 18.24% 1.3
BJCM
2161
Blue Jay Capital Management
California
$372M +$86.6M +30% 8.28% – 36 63.89% 0.2
J.M. Forbes & Co
2162
J.M. Forbes & Co
Massachusetts
$371M -$5.8M -2% 0.67% 112% 107 14.95% 1.5
TD Ameritrade Trust
2163
TD Ameritrade Trust
Colorado
$371M -$61.9M -14% 1.48% 21.7% 50 14% 1.3
RCM
2164
Riverloft Capital Management
Florida
$371M +$124M +50% 3.07% – 66 40.91% 0.3
SIA
2165
Spruce Investment Advisors
Connecticut
$371M -$18.3M -5% 0.1% 23.5% 42 26.19% 0.9
Neuberger Berman Canada
2166
Neuberger Berman Canada
Ontario, Canada
$371M -$3.5M -0.9% 3.6% 15.7% 217 40.55% 0.7
Golden Gate Private Equity
2167
Golden Gate Private Equity
California
$371M -$4.14M -1% 10.2% 8.72% 12 16.67% 1.3
ARGA Investment Management
2168
ARGA Investment Management
Connecticut
$370M +$18.9M +5% 2.96% 78.1% 44 25% 0.9
Regal Investment Advisors
2169
Regal Investment Advisors
Michigan
$370M -$35M -9% 1.23% 64.7% 1,092 19.05% 1.3
Arrow Financial
2170
Arrow Financial
New York
$369M -$2.49M -0.7% 0.45% 66.5% 411 22.87% 1.6
GMCM
2171
Gruber & McBaine Capital Management
California
$369M -$6.38M -2% 0.39% – 218 25.69% 1
Tompkins Financial
2172
Tompkins Financial
New York
$368M -$31.4M -8% 1% 84.4% 569 17.22% 1.5
First Heartland Consultants
2173
First Heartland Consultants
Missouri
$368M +$105M +40% 6.49% 59.2% 277 13% 1.4
Hilltop Holdings
2174
Hilltop Holdings
Texas
$367M -$23.9M -6% 1.22% 96.7% 372 25% 1
1834 Investment Advisors
2175
1834 Investment Advisors
Wisconsin
$366M -$2.27M -0.6% 0.14% 68.7% 163 9.2% 1.7