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
CCM
2551
Cohen Capital Management
California
$571M -$39.7M -6% 168
CPI
2552
Crestview Partners III
New York
$571M -$129M -18% 2
CST
2553
Charles Schwab Trust
Nevada
$570M -$45.4M -7% 179
LA
2554
LVW Advisors
New York
$570M -$16.8M -3% 252
IMOV
2555
Investment Management of Virginia
Virginia
$569M -$50.9M -8% 189
SR
2556
Swiss Re
Switzerland
$569M +$72.6M +15% 8
SCM
2557
SIR Capital Management
New York
$569M -$65.6M -10% 92
PP
2558
PDS Planning
Ohio
$568M +$45.6M +9% 253
CCM
2559
CAAS Capital Management
New York
$568M -$527M -48% 769
AO
2560
Allen Operations
New York
$568M -$152M -21% 42
BIA
2561
Biondo Investment Advisors
Pennsylvania
$568M -$32.5M -5% 83
ACP
2562
Aveo Capital Partners
Colorado
$567M +$13M +2% 310
NM
2563
NWI Management
New York
$567M -$216M -28% 51
KHLMTHM
2564
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$565M -$38.4M -6% 95
CSC
2565
Cove Street Capital
California
$565M -$5.41M -0.9% 95
FFS
2566
Founders Financial Securities
Maryland
$564M +$8.35M +2% 293
MAC
2567
Monarch Alternative Capital
New York
$564M -$78.8M -12% 14
SAM
2568
Stansberry Asset Management
Texas
$564M +$28.7M +5% 112
DC
2569
Dendur Capital
New York
$564M -$117M -17% 18
BL
2570
Bleichroeder LP
New York
$563M -$77.2M -12% 124
SAM
2571
Sectoral Asset Management
Quebec, Canada
$563M -$101M -15% 123
PFGIA
2572
Patriot Financial Group Insurance Agency
Massachusetts
$562M -$40.5M -7% 2,333
KAS
2573
Kemnay Advisory Services
New York
$561M -$151M -21% 39
RCM
2574
Riverwood Capital Management
California
$561M +$206M +58% 6
LJAC
2575
L.J. Altfest & Co
New York
$561M +$36.4M +7% 292