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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
MWM
2426
Merriman Wealth Management
Washington
$379M -$30.4M -7% 0.43% 18.3% 219 42.92%
AI
2427
AIA International
Hong Kong
$379M +$1.95M +0.5% 2.41% 47.9% 11 0%
TCOT
2428
Trust Company of Toledo
Ohio
$379M -$23.5M -6% 1.15% 93.8% 199 7.04%
JWA
2429
JFS Wealth Advisors
Pennsylvania
$379M -$29.4M -7% 2.39% 54.8% 592 14.53%
AR
2430
Argyll Research
Delaware
$379M -$67.6M -15% 12% 0.8% 5 0%
WFI
2431
West Family Investments
California
$378M -$11M -3% 5.44% 116% 99 24.24%
GF
2432
Greenhouse Funds
Maryland
$378M +$24M +7% 1.67% 90.7% 41 36.59%
EML
2433
Eos Management LP
New York
$378M +$78.2M +26% 27% 152% 24 12.5%
MCM
2434
MV Capital Management
Maryland
$378M +$10.4M +3% 0.7% 67.6% 376 11.7%
MG
2435
Magnolia Group
Nebraska
$378M -$44.7M -11% 20% 9.52% 9 11.11%
WAM
2436
Wallington Asset Management
Indiana
$378M -$11.5M -3% 1.22% 108% 59 1.69%
CU
2437
CDAM (UK)
United Kingdom
$377M -$64.7M -15% 8.27% 7.89% 12 16.67%
AC
2438
Adelphi Capital
United Kingdom
$377M +$196M +108% 6.43% 3 33.33%
HHGA
2439
Halbert Hargrove Global Advisors
California
$377M -$4.8M -1% 1.19% 60.8% 78 16.67%
BFG
2440
Barber Financial Group
Kansas
$377M -$16.6M -4% 1.48% 39% 147 29.93%
EWM
2441
Edge Wealth Management
New York
$377M +$23.7M +7% 1.35% 61.6% 596 15.77%
VCM
2442
Violich Capital Management
California
$374M -$19.1M -5% 2.39% 100% 121 11.57%
SMC
2443
Smith, Moore & Co
Missouri
$373M +$2.2M +0.6% 1.92% 67% 342 16.67%
MAM
2444
Mark Asset Management
New York
$373M -$26M -7% 6.38% 325% 58 31.03%
PRCP
2445
Pacific Ridge Capital Partners
Oregon
$373M -$5.33M -1% 1% 149% 148 6.76%
TCM
2446
Tekne Capital Management
New York
$373M -$122M -25% 6.25% 516% 17 52.94%
BP
2447
Banbury Partners
North Carolina
$373M -$34.6M -8% 0.81% 138% 20 15%
BPGAM
2448
BTG Pactual Global Asset Management
Bermuda
$372M +$99.3M +36% 0.37% 88.9% 85 64.71%
IWM
2449
IHT Wealth Management
Illinois
$372M -$5.31M -1% 0.95% 74.8% 1,829 12.52%
CCG
2450
Chatham Capital Group
Georgia
$372M +$8.45M +2% 1.06% 89.9% 156 11.54%