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
BEAM
2501
Baker Ellis Asset Management
Washington
$672M +$47.6M +8% 224
WCM
2502
WestBridge Capital Management
Mauritius
$671M -$334M -33% 3
VCM
2503
Vision Capital Management
Oregon
$670M +$29M +5% 121
SVCP
2504
Silicon Valley Capital Partners
California
$670M +$73.9M +12% 403
CFFP
2505
Center for Financial Planning
Michigan
$669M +$125M +23% 622
DSAM
2506
Dock Street Asset Management
Florida
$669M +$29M +5% 47
SPC
2507
Stewart & Patten Company
California
$669M +$29.6M +5% 99
FTM
2508
First Turn Management
California
$668M -$27.9M -4% 40
BA
2509
Bridgewater Advisors
New York
$668M +$8.12M +1% 107
CA
2510
Continuum Advisory
Idaho
$668M -$35M -5% 1,712
TIP
2511
Torray Investment Partners
Maryland
$668M +$49.7M +8% 98
PAMG
2512
Patton Albertson Miller Group
Tennessee
$667M +$68.1M +11% 207
CHC
2513
City Holding Co
West Virginia
$667M +$46.3M +7% 500
RIA
2514
RPG Investment Advisory
California
$666M +$52.1M +8% 88
NRA
2515
NSI Retail Advisors
Pennsylvania
$666M +$47M +8% 49
FPIS
2516
Financial Planning & Information Services
Wisconsin
$666M +$31.3M +5% 89
MG
2517
Magnolia Group
Nebraska
$664M -$14.5M -2% 11
MSAM
2518
Moloney Securities Asset Management
Missouri
$664M +$39.3M +6% 512
QCM
2519
Quadratic Capital Management
Connecticut
$663M -$138M -17% 2
KI
2520
Koch Industries
Kansas
$662M -$226M -25% 8
EWM
2521
Evermay Wealth Management
Virginia
$662M +$121M +22% 741
AWA
2522
Alaska Wealth Advisors
Alaska
$662M +$61.2M +10% 142
VNA
2523
Valley National Advisers
Pennsylvania
$662M +$31.5M +5% 1,307
TIM
2524
Thompson Investment Management
Wisconsin
$661M +$39.7M +6% 537
CL
2525
CIM LLC
New York
$661M +$18.8M +3% 156