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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
PV
2301
Private Vista
Illinois
$299M +$17.9M +6% 2.32% 10.1% 53 16.98%
TPWA
2302
TRUE Private Wealth Advisors
Oregon
$299M +$41.8M +16% 2.41% 84% 147 16.33%
CCM
2303
Chicago Capital Management
Illinois
$299M +$28.7M +11% 28.1% 295% 51 84.31%
CFMC
2304
Curbstone Financial Management Corp
New Hampshire
$299M +$911K +0.3% 1.99% 63.3% 164 7.32%
BPM
2305
Bronson Point Management
Connecticut
$299M +$61.5M +26% 0.2% 7.56% 88 71.59%
BO
2306
BRR OpCo
Ohio
$298M +$17.3M +6% 4.31% 23.6% 109 6.42%
TCM
2307
Tradition Capital Management
New Jersey
$298M -$3.17M -1% 2.92% 43.5% 169 10.06%
HHMI
2308
Howard Hughes Medical Institute
Maryland
$298M -$156M -34% 1.01% 59.3% 193 34.72%
CCMD
2309
Cypress Capital Management (Delaware)
Delaware
$297M +$2.54M +0.9% 4.41% 25.6% 72 19.44%
TI
2310
TT International
United Kingdom
$297M +$39.8M +15% 1.83% 53 39.62%
AIM
2311
Ashford Investment Management
Texas
$297M +$116M +64% 0% 3 66.67%
DS
2312
Dalal Street
Texas
$296M -$48.8M -14% 14% 155% 9 33.33%
MIG
2313
Mariner Investment Group
New York
$296M -$66.5M -18% 4.5% 208 48.56%
TA
2314
Tiptree Advisors
New York
$296M +$27.4M +10% 1.65% 46 47.83%
MDCM
2315
Morgan Dempsey Capital Management
Wisconsin
$295M +$16M +6% 4.31% 40.8% 216 25.93%
WIC
2316
Wilkins Investment Counsel
Massachusetts
$295M +$22.7M +8% 8.66% 44.5% 76 3.95%
RPGK
2317
Retirement Planning Group (Kansas)
Kansas
$295M +$12.5M +4% 1.46% 39.9% 58 6.9%
RC
2318
Reik & Co
New York
$295M +$17.7M +6% 5.82% 37.6% 49 2.04%
SCA
2319
Stonebridge Capital Advisors
Minnesota
$295M +$10.7M +4% 2.18% 64.2% 169 11.83%
VWM
2320
Venturi Wealth Management
Texas
$294M +$26.5M +10% 4.12% 101% 152 20.39%
CAM
2321
Cubic Asset Management
Massachusetts
$294M -$3.61M -1% 1.51% 40.5% 162 8.64%
BSW
2322
Buckingham Strategic Wealth
Missouri
$294M -$8.07M -3% 1.95% 16.3% 269 20.07%
PCA
2323
PL Capital Advisors
Florida
$294M -$5.02M -2% 2.95% 58% 41 24.39%
FPFS
2324
First Personal Financial Services
North Carolina
$293M +$90.9M +45% 3.21% 31.5% 846 65.25%
ACM
2325
Axar Capital Management
New York
$293M +$250M +581% 6.71% 680% 10 90%