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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
TIA
2151
Traphagen Investment Advisors
New Jersey
$983M -$8.13M -0.8% 1.38% 56.3% 190 12.63%
JC
2152
Jacobs & Co
California
$983M -$17.1M -2% 0.76% 92.2% 127 1.57%
GP
2153
Guardian Partners
Canada
$983M 1.7% 165
HMCP
2154
Hook Mill Capital Partners
New York
$982M +$185M +23% 11.1% 149% 54 46.3%
WA
2155
Waddell & Associates
Tennessee
$981M +$159M +19% 64.9% 194% 165 15.76%
WCWM
2156
Willow Creek Wealth Management
California
$981M +$29.6M +3% 2.03% 36.5% 159 6.29%
SAM
2157
Smartleaf Asset Management
Massachusetts
$981M +$157M +19% 2.17% 3,051 9.31%
TCA
2158
Teewinot Capital Advisers
New York
$980M -$9.2M -0.9% 7.71% 149% 31 25.81%
PEP
2159
Providence Equity Partners
Rhode Island
$980M -$14.8M -1% 2.58% 12.4% 3 0%
JFA
2160
JNBA Financial Advisors
Minnesota
$979M -$13.7M -1% 1.86% 61.8% 676 7.54%
TCBWMS
2161
Texas Capital Bank Wealth Management Services
Texas
$978M -$38.8M -4% 1.01% 81.9% 214 28.5%
ICM
2162
Ionic Capital Management
New York
$977M +$400M +69% 2.81% 163% 180 62.78%
AC
2163
Avenir Corporation
Virginia
$977M -$14.9M -2% 5.18% 34.4% 69 4.35%
TA
2164
Townsend & Associates
Colorado
$976M +$2.03M +0.2% 2.65% 54.1% 107 8.41%
AMI
2165
Amica Mutual Insurance
Rhode Island
$976M -$56.5M -5% 0.32% 80.4% 138 5.07%
AWA
2166
Amplius Wealth Advisors
Pennsylvania
$975M +$59.2M +6% 0.7% 54.7% 187 12.3%
FHC
2167
First Heartland Consultants
Missouri
$975M +$45M +5% 0.59% 55.2% 517 25.73%
SBCM
2168
Schwerin Boyle Capital Management
Massachusetts
$975M +$20.3M +2% 3.36% 72.3% 53 0%
M
2169
MOTCO
Texas
$975M -$25.6M -3% 1.29% 63.5% 611 23.24%
BG
2170
BDF Gestion
France
$975M +$43.8M +5% 3.65% 156 16.67%
SFG
2171
SNS Financial Group
Minnesota
$975M -$21.9M -2% 1.05% 54.2% 200 9%
HAS
2172
HBW Advisory Services
California
$975M +$290M +42% 0.01% 62.1% 417 23.02%
PTC
2173
Private Trust Company
Ohio
$974M -$18.5M -2% 0.46% 79.6% 2,455 11.85%
TC
2174
Tetrad Corporation
Nebraska
$974M -$7.99M -0.8% 0.77% 50.4% 3 0%
RPAM
2175
Rhenman & Partners Asset Management
Sweden
$973M -$259M -21% 7.93% 131% 97 7.22%