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
GWI
2901
Grace & White Inc
New York
$554M +$21.2M +4% 138
ES
2902
Eagle Strategies
New York
$554M +$30.8M +6% 221
PGIM
2903
Pacific Global Investment Management
California
$554M +$27.2M +5% 214
AMCA
2904
Arthur M. Cohen & Associates
Illinois
$554M +$8.16M +1% 146
CA
2905
Crane Advisory
California
$553M +$34.6M +7% 44
PCMC
2906
Private Capital Management (Colorado)
Colorado
$553M +$49.6M +10% 302
MAA
2907
Mraz Amerine & Associates
California
$553M +$66.2M +14% 179
JJBC
2908
James J. Burns & Company
New York
$553M +$44.4M +9% 143
BWA
2909
Bordeaux Wealth Advisors
California
$553M +$30.2M +6% 162
HI
2910
Human Investing
Oregon
$553M +$38.4M +7% 104
DLCIG
2911
D.L. Carlson Investment Group
New Hampshire
$552M +$34.4M +7% 161
KAS
2912
Kemnay Advisory Services
New York
$552M +$71.2M +15% 26
AG
2913
Advocate Group
Minnesota
$552M +$54.9M +11% 125
BIP
2914
Blueprint Investment Partners
North Carolina
$551M +$89.4M +19% 175
CWC
2915
Carolinas Wealth Consulting
North Carolina
$551M +$33.1M +6% 1,109
WP
2916
Wedgewood Partners
Missouri
$551M +$60.8M +12% 19
WA
2917
Wealthstream Advisors
New York
$550M +$277M +101% 166
ERWM
2918
Elk River Wealth Management
Colorado
$550M +$38.7M +8% 98
MAP
2919
Moody Aldrich Partners
Massachusetts
$550M +$36.7M +7% 218
OQS
2920
Occudo Quantitative Strategies
Florida
$549M -$14.8M -3% 1,071
LKIM
2921
Lawson Kroeker Investment Management
Nebraska
$549M +$30.9M +6% 92
SP
2922
Stablepoint Partners
Massachusetts
$549M +$32.9M +6% 245
T
2923
TOBAM
France
$548M -$89.4M -14% 348
DWM
2924
Dorchester Wealth Management
Quebec, Canada
$548M +$30.6M +6% 173
DSC
2925
Duncker Streett & Co
Missouri
$548M +$27.8M +5% 499