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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
MBTD
2176
Mechanics Bank - Trust Department
California
$419M +$9.65M +2% 2.45% 67.2% 169 3.55%
EA
2177
Ecofin Advisors
United Kingdom
$419M +$38.9M +10% 4.58% 77% 40 25%
CCMD
2178
Cypress Capital Management (Delaware)
Delaware
$418M +$25M +6% 2.98% 25.6% 128 17.19%
GCM
2179
Glendon Capital Management
California
$418M +$21.8M +5% 1.41% 142% 29 20.69%
AF
2180
Arrow Financial
New York
$418M +$7.62M +2% 3.01% 66.5% 357 6.44%
SCI
2181
SkyBridge Capital II
New York
$417M -$42.1M -9% 2.15% 40 50%
CC
2182
Carbonado Capital
New York
$417M -$27.9M -6% 1.55% 62.2% 13 30.77%
BWFA
2183
Baltimore-Washington Financial Advisors
Maryland
$416M +$23.3M +6% 3.75% 80.6% 75 13.33%
SIA
2184
SeaBridge Investment Advisors
New Jersey
$416M -$568K -0.1% 1.24% 128% 271 7.01%
IMOV
2185
Investment Management of Virginia
Virginia
$416M +$8.52M +2% 4.88% 93.4% 142 3.52%
KC
2186
Kepos Capital
New York
$415M +$145M +54% 2.03% 21.1% 10 10%
SCM
2187
Segantii Capital Management
Hong Kong
$415M -$192M -32% 4.3% 33.1% 395 89.87%
UFF
2188
USA Financial Formulas
Michigan
$415M -$753K -0.2% 6.23% 98.9% 355 70.42%
SFSG
2189
Stearns Financial Services Group
North Carolina
$414M +$5.74M +1% 2.48% 26.1% 137 7.3%
PV
2190
Private Vista
Illinois
$414M +$11.5M +3% 1.8% 10.1% 98 21.43%
LWMT
2191
Legacy Wealth Management (Tennessee)
Tennessee
$414M +$15.4M +4% 2.56% 46.9% 10 0%
JCM
2192
JD Capital Management
Connecticut
$413M +$105M +34% 7% 47.8% 46 60.87%
FPF
2193
FNY Partners Fund
New York
$413M -$461M -53% 3.35% 1,648 81.01%
YU
2194
Yale University
Connecticut
$412M -$82.8M -17% 1.67% 33.7% 9 77.78%
NC
2195
NewSquare Capital
Pennsylvania
$412M -$7.5M -2% 2.21% 76.5% 334 8.98%
MWM
2196
Modera Wealth Management
New Jersey
$412M +$12.5M +3% 1.55% 68.2% 124 12.1%
AAM
2197
AO Asset Management
New York
$412M +$10.2M +3% 11.2% 127% 35 34.29%
VC
2198
Vestor Capital
Illinois
$411M -$49M -11% 3.32% 186% 175 42.86%
EWM
2199
Empirical Wealth Management
Washington
$411M +$9.52M +2% 1.1% 78.8% 138 12.32%
SCM
2200
Symons Capital Management
Pennsylvania
$410M +$5.92M +1% 3.34% 25.4% 82 37.8%