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
CST
2551
Charles Schwab Trust
Nevada
$570M -$45.4M -7% 179
LA
2552
LVW Advisors
New York
$570M -$16.8M -3% 252
IMOV
2553
Investment Management of Virginia
Virginia
$569M -$50.9M -8% 189
SR
2554
Swiss Re
Switzerland
$569M +$72.6M +15% 8
SCM
2555
SIR Capital Management
New York
$569M -$65.6M -10% 92
PP
2556
PDS Planning
Ohio
$568M +$45.6M +9% 253
AO
2557
Allen Operations
New York
$568M -$152M -21% 42
BIA
2558
Biondo Investment Advisors
Pennsylvania
$568M -$32.5M -5% 83
ACP
2559
Aveo Capital Partners
Colorado
$567M +$13M +2% 310
NM
2560
NWI Management
New York
$567M -$216M -28% 51
KHLMTHM
2561
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$565M -$38.4M -6% 95
CSC
2562
Cove Street Capital
California
$565M -$5.41M -0.9% 94
FFS
2563
Founders Financial Securities
Maryland
$564M +$8.35M +2% 293
MAC
2564
Monarch Alternative Capital
New York
$564M -$78.8M -12% 14
SAM
2565
Stansberry Asset Management
Texas
$564M +$28.7M +5% 112
DC
2566
Dendur Capital
New York
$564M -$117M -17% 18
BL
2567
Bleichroeder LP
New York
$563M -$77.2M -12% 124
SAM
2568
Sectoral Asset Management
Quebec, Canada
$563M -$101M -15% 123
PFGIA
2569
Patriot Financial Group Insurance Agency
Massachusetts
$562M -$40.5M -7% 2,333
KAS
2570
Kemnay Advisory Services
New York
$561M -$151M -21% 39
RCM
2571
Riverwood Capital Management
California
$561M +$206M +58% 6
LJAC
2572
L.J. Altfest & Co
New York
$561M +$36.4M +7% 292
RMC
2573
Regis Management Company
California
$561M -$48.1M -8% 65
LS
2574
Liquid Strategies
Georgia
$560M +$75.4M +16% 7
SFP
2575
Shepherd Financial Partners
Massachusetts
$560M -$15.8M -3% 173