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
CFFP
2501
Center for Financial Planning
Michigan
$669M +$125M +23% 622
DSAM
2502
Dock Street Asset Management
Florida
$669M +$29M +5% 47
SPC
2503
Stewart & Patten Company
California
$669M +$29.6M +5% 99
FTM
2504
First Turn Management
California
$668M -$27.9M -4% 40
BA
2505
Bridgewater Advisors
New York
$668M +$8.12M +1% 107
CA
2506
Continuum Advisory
Idaho
$668M -$35M -5% 1,712
TIP
2507
Torray Investment Partners
Maryland
$668M +$49.7M +8% 98
PAMG
2508
Patton Albertson Miller Group
Tennessee
$667M +$68.1M +11% 207
CHC
2509
City Holding Co
West Virginia
$667M +$46.3M +7% 500
RIA
2510
RPG Investment Advisory
California
$666M +$52.1M +8% 88
NRA
2511
NSI Retail Advisors
Pennsylvania
$666M +$47M +8% 49
FPIS
2512
Financial Planning & Information Services
Wisconsin
$666M +$31.3M +5% 89
MG
2513
Magnolia Group
Nebraska
$664M -$14.5M -2% 11
MSAM
2514
Moloney Securities Asset Management
Missouri
$664M +$39.3M +6% 512
QCM
2515
Quadratic Capital Management
Connecticut
$663M -$138M -17% 2
KI
2516
Koch Industries
Kansas
$662M -$226M -25% 8
EWM
2517
Evermay Wealth Management
Virginia
$662M +$121M +22% 741
AWA
2518
Alaska Wealth Advisors
Alaska
$662M +$61.2M +10% 142
VNA
2519
Valley National Advisers
Pennsylvania
$662M +$31.5M +5% 1,307
TIM
2520
Thompson Investment Management
Wisconsin
$661M +$39.7M +6% 536
CL
2521
CIM LLC
New York
$661M +$18.8M +3% 156
SNB
2522
Security National Bank
Nebraska
$661M +$218M +49% 328
HWA
2523
HCR Wealth Advisors
California
$659M +$26.3M +4% 232
NOCM
2524
Night Owl Capital Management
Connecticut
$659M +$259M +65% 30
FCP
2525
Fidelis Capital Partners
Florida
$659M +$206M +46% 391