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
DS
2501
Dudley & Shanley
Florida
$412M +$50.3M +14% 29
FFWA
2502
FRG Family Wealth Advisors
Washington
$411M +$32.5M +9% 122
PJSIMP
2503
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411M +$77.4M +23% 156
TFO
2504
Tarbox Family Office
California
$411M +$24.1M +6% 1,235
SWA
2505
Stratos Wealth Advisors
Ohio
$411M +$84.4M +26% 325
TEC
2506
Tiger Eye Capital
Tennessee
$410M -$11.3M -3% 50
VVP
2507
Venture Visionary Partners
Ohio
$410M +$66.5M +19% 211
AAP
2508
Ardsley Advisory Partners
Connecticut
$410M -$14.6M -3% 184
TIM
2509
Tortoise Investment Management
New York
$410M +$22.9M +6% 547
QA
2510
Quantitative Advantage
Minnesota
$410M +$36.2M +10% 59
BCM
2511
Bayesian Capital Management
New York
$409M -$44.1M -10% 781
AWA
2512
Artemis Wealth Advisors
New York
$409M +$118M +40% 92
MIM
2513
Miller Investment Management
Pennsylvania
$409M +$68.7M +20% 72
KCM
2514
Karp Capital Management
California
$409M +$47.8M +13% 105
PCMF
2515
Private Capital Management (Florida)
Florida
$409M +$28.6M +8% 79
RIA
2516
RPG Investment Advisory
California
$409M +$30.3M +8% 356
MWM
2517
Meridian Wealth Management
Kentucky
$408M +$109M +37% 283
NM
2518
Newtyn Management
New York
$408M +$134M +49% 61
KFGK
2519
Keystone Financial Group (Kentucky)
Kentucky
$407M +$39.4M +11% 243
GAB
2520
German American Bancorp
Indiana
$407M +$29.4M +8% 78
TCM
2521
Towercrest Capital Management
Pennsylvania
$407M +$24.9M +7% 81
EFS
2522
Essex Financial Services
Connecticut
$407M +$82.9M +26% 292
EWM
2523
Evermay Wealth Management
Virginia
$407M +$27.2M +7% 161
RSWM
2524
Robertson Stephens Wealth Management
California
$407M +$60.5M +17% 250
ACGDR
2525
Atmos Capital Gestao de Recursos
Brazil
$406M +$161M +66% 14