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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
DAS
2201
Dynamic Advisor Solutions
Arizona
$482M +$41.2M +9% 6.17% 64% 443 15.35%
SCA
2202
Stillwater Capital Advisors
Pennsylvania
$481M +$62.5M +15% 9.57% 121% 86 18.6%
BAM
2203
Bell Asset Management
Australia
$481M +$66.5M +16% 8.18% 32.7% 66 6.06%
EWM
2204
Essex Woodlands Management
Texas
$481M +$50.2M +12% 17.3% 55% 8 0%
RIA
2205
RPG Investment Advisory
California
$477M +$31.7M +7% 2.25% 155% 323 12.69%
VIA
2206
Vantage Investment Advisors
Pennsylvania
$477M +$65.2M +16% 8.53% 56.3% 853 13.48%
HH
2207
Hilltop Holdings
Texas
$476M +$4.34M +0.9% 4.63% 96.7% 481 26.61%
AF
2208
Arrow Financial
New York
$476M +$30.9M +7% 7.4% 66.5% 371 11.32%
LC
2209
Lunia Capital
Texas
$475M -$62.5M -12% 10% 115% 39 43.59%
PVI
2210
Pura Vida Investments
New York
$475M +$226M +91% 26.2% 38.3% 154 71.43%
JWM
2211
Jackson Wealth Management
Florida
$475M +$45.9M +11% 11.9% 72.1% 93 11.83%
UBV
2212
United Bank (Virginia)
Virginia
$475M +$44M +10% 8.85% 76.1% 135 8.89%
RIA
2213
Regal Investment Advisors
Michigan
$475M +$146M +44% 5.02% 64.7% 348 33.33%
FIB
2214
First Interstate Bank
Montana
$474M +$22.3M +5% 7.79% 48.2% 692 11.56%
JIP
2215
Jaffetilchin Investment Partners
Florida
$473M +$23.6M +5% 4.82% 78.5% 347 29.11%
VCM
2216
Virtue Capital Management
Tennessee
$473M +$268M +130% 5.11% 91% 259 29.34%
PSCM
2217
Prince Street Capital Management
New York
$473M -$13.9M -3% 2.52% 302% 53 52.83%
IMOV
2218
Investment Management of Virginia
Virginia
$473M +$19.8M +4% 8.94% 93.4% 153 7.84%
MIM
2219
Monashee Investment Management
Massachusetts
$472M -$53.2M -10% 10.7% 520% 149 0%
LPAM
2220
Legion Partners Asset Management
California
$472M +$68.5M +17% 10.6% 206% 15 33.33%
GWI
2221
Grace & White Inc
New York
$471M +$4.04M +0.9% 3.3% 61.5% 133 3.76%
TFA
2222
Transamerica Financial Advisors
Florida
$471M +$18.8M +4% 4.1% 77.1% 534 8.99%
RWM
2223
RKL Wealth Management
Pennsylvania
$471M +$28.2M +6% 4.95% 70.2% 129 3.88%
GTC
2224
Ghost Tree Capital
New York
$470M +$131M +38% 9.51% 265% 67 49.25%
JMFC
2225
J.M. Forbes & Co
Massachusetts
$470M +$23.7M +5% 9.37% 95.1% 109 5.5%