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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
HVIA
2401
Hudson Valley Investment Advisors
New York
$769M -$65.5M -8% 2.65% 94.6% 185 5.95%
PAG
2402
Private Advisory Group
Washington
$768M +$67.3M +10% 7.25% 177% 216 38.43%
HPM
2403
H. Partners Management
New York
$767M -$49.3M -6% 0.93% 13.5% 2 0%
AAA
2404
Adams Asset Advisors
Texas
$767M -$6.31M -0.8% 0.66% 63.2% 78 7.69%
PCI
2405
Planning Center Inc
Illinois
$765M +$306M +67% 0.29% 38.9% 66 13.64%
JFGLC
2406
Johnson Financial Group LLC (Colorado)
Colorado
$765M -$27.6M -3% 2.12% 58.7% 42 14.29%
GIC
2407
GFI Investment Counsel
Ontario, Canada
$764M -$24.9M -3% 1.22% 41.8% 20 15%
BBI
2408
Baxter Bros Inc
Connecticut
$764M -$15.7M -2% 1.26% 73.8% 162 8.02%
BBCM
2409
Broad Bay Capital Management
New York
$763M -$20.3M -3% 11.5% 338% 24 37.5%
CWM
2410
Cabot Wealth Management
Massachusetts
$763M -$2.15M -0.3% 2.94% 69.3% 145 11.03%
TC
2411
Towle & Co
Colorado
$763M -$89M -10% 8.75% 172% 66 19.7%
SAM
2412
Stansberry Asset Management
Texas
$763M +$21.4M +3% 0.84% 79.6% 131 9.92%
PAMI
2413
Perseverance Asset Management International
Cayman Islands
$762M +$209M +38% 1.38% 120% 22 18.18%
PCM
2414
Prime Capital Management
Hong Kong
$762M +$139M +22% 20.1% 579% 5 0%
RPC
2415
Rossmore Private Capital
Connecticut
$761M -$2.85M -0.4% 2.34% 75.4% 237 4.22%
CFP
2416
Cascade Financial Partners
California
$761M +$66.6M +10% 6.69% 238 7.98%
GCA
2417
Greenwood Capital Associates
South Carolina
$761M +$7.71M +1% 3.03% 81.3% 267 21.35%
TIM
2418
Total Investment Management
Arizona
$760M -$34.6M -4% 0.96% 38.3% 78 19.23%
WA
2419
Waddell & Associates
Tennessee
$760M +$20.2M +3% 1.76% 194% 146 9.59%
CB
2420
Community Bank
New York
$760M -$2.19M -0.3% 2.55% 73.5% 423 6.62%
DPI
2421
Diversified Portfolios Inc
Michigan
$759M +$48.6M +7% 0.93% 38.2% 141 14.89%
HT
2422
Heritage Trust
Oklahoma
$758M +$11.5M +2% 2.36% 295 7.12%
S
2423
Siemens
Germany
$758M +$7.49M +1% 1.11% 16.8% 2 0%
GCM
2424
Genus Capital Management
British Columbia, Canada
$757M -$12.8M -2% 0% 388 100%
AC
2425
Abbrea Capital
California
$755M -$3.98M -0.5% 5.04% 38% 251 11.55%