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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
CWM
2201
Cabot Wealth Management
Massachusetts
$369M -$19.5M -5% 1.3% 69.3% 160 16.25%
JWA
2202
JFS Wealth Advisors
Pennsylvania
$369M +$19.4M +6% 2.45% 54.8% 511 16.44%
CA
2203
Continental Advisors
Utah
$368M +$10M +3% 9.46% 69% 164 32.93%
SP
2204
Summit Partners
Massachusetts
$368M -$85.8M -19% 13.8% 13.7% 7 14.29%
VCP
2205
Vista Capital Partners
Oregon
$368M +$13M +4% 3.05% 61.2% 54 14.81%
ACM
2206
Academy Capital Management
Texas
$368M -$8.26M -2% 2.34% 71.2% 44 18.18%
CCM
2207
Cohen Capital Management
California
$367M +$9.86M +3% 3.19% 83.9% 132 6.82%
BAS
2208
Brown Advisory Securities
Maryland
$367M +$23.8M +7% 1.45% 51.2% 350 15.43%
IAA
2209
Ironsides Asset Advisors
North Carolina
$366M -$3.33M -0.9% 0.7% 44.9% 168 19.05%
MWM
2210
Merriman Wealth Management
Washington
$366M -$120M -25% 11.5% 18.3% 181 58.56%
SAM
2211
Sandell Asset Management
New York
$366M -$13.9M -4% 15.5% 322% 29 62.07%
SM
2212
Sunriver Management
Connecticut
$366M +$35.1M +11% 0.65% 9.27% 23 43.48%
BWFA
2213
Baltimore-Washington Financial Advisors
Maryland
$365M +$14M +4% 2.86% 80.6% 79 13.92%
BTNA
2214
Bremer Trust National Association
Minnesota
$365M -$2.9M -0.8% 5.86% 31.2% 294 15.31%
PDM
2215
Penn Davis McFarland
Texas
$364M -$26.1M -7% 1.87% 86.8% 40 7.5%
SCP
2216
Sandhill Capital Partners
New York
$364M +$31.7M +10% 4.62% 64.9% 70 14.29%
CLC
2217
Charles-Lim Capital
Hong Kong
$364M -$19.3M -5% 12% 4.44% 6 0%
HCM
2218
Hutchinson Capital Management
California
$364M +$42.9M +13% 6.31% 52.6% 51 9.8%
SCM
2219
Segantii Capital Management
Hong Kong
$364M -$4.29M -1% 0.12% 33.1% 183 89.62%
ASP
2220
Adams Street Partners
Illinois
$363M -$167M -32% 16% 399% 22 59.09%
JMFC
2221
J.M. Forbes & Co
Massachusetts
$363M -$2.75M -0.7% 0.35% 95.1% 114 16.67%
EA
2222
Ecofin Advisors
United Kingdom
$363M -$22.9M -6% 6.1% 77% 43 37.21%
SCM
2223
Sarissa Capital Management
Connecticut
$363M -$71.1M -16% 9.33% 80% 15 33.33%
DP
2224
DSAM Partners
United Kingdom
$363M -$93.4M -20% 12.3% 343% 54 66.67%
EC
2225
Estate Counselors
Wisconsin
$362M +$104M +40% 0.56% 60% 75 37.33%