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
DY
1301
Dowling & Yahnke
California
$855M +$22.3M +3% 277
GCIA
1302
Gabelli & Co Investment Advisers
New York
$854M +$87.4M +11% 209
MYAM
1303
Meiji Yasuda Asset Management
Japan
$853M +$155M +22% 490
NRS
1304
Neville Rodie & Shaw
New York
$850M +$14.7M +2% 271
VCM
1305
Valiant Capital Management
California
$848M -$29.8M -3% 16
BCM
1306
Brenham Capital Management
Texas
$843M +$61.2M +8% 12
CII
1307
Capital International Inc
California
$842M +$11.2M +1% 155
HP
1308
Hikari Power
Japan
$842M -$25.8M -3% 83
JCI
1309
Jet Capital Investors
New York
$841M -$142M -14% 43
BONST
1310
Bank of Nova Scotia Trust
Ontario, Canada
$839M +$75.4M +10% 119
SPC
1311
Sigma Planning Corp
Michigan
$837M +$72.1M +9% 792
PWAG
1312
Polaris Wealth Advisory Group
California
$837M +$193M +30% 124
CAG
1313
Crestwood Advisors Group
Massachusetts
$836M +$27M +3% 137
AAM
1314
Amerigo Asset Management
Cayman Islands
$831M -$147M -15% 11
QI
1315
QV Investors
Alberta, Canada
$831M +$43.9M +6% 32
CWM
1316
Concert Wealth Management
California
$823M +$86M +12% 1,046
PCM
1317
Penserra Capital Management
California
$822M +$113M +16% 1,046
TI
1318
Truepoint Inc
Ohio
$822M +$43.8M +6% 81
JDR
1319
Jay D. Rosenbaum
$822M +$124M +18% 56
TBA
1320
Tower Bridge Advisors
Pennsylvania
$821M +$18.6M +2% 214
LDB
1321
Lee, Danner & Bass
Tennessee
$821M -$5.37M -0.6% 167
CCWA
1322
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$820M +$128M +18% 134
RIL
1323
Rothschild Investment LLC
Illinois
$817M +$33M +4% 522
TNBTD
1324
Trustmark National Bank Trust Department
Mississippi
$814M +$39.1M +5% 313
ESBC
1325
E.S. Barr & Co
Kentucky
$813M -$13.2M -2% 88