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
PWAG
1301
Polaris Wealth Advisory Group
California
$863M +$26M +3% 133
WCM
1302
Wealthcare Capital Management
Virginia
$863M -$27.9M -3% 225
GCIA
1303
Gabelli & Co Investment Advisers
New York
$862M +$8.24M +1% 206
GC
1304
Grimes & Company
Massachusetts
$862M +$115M +15% 227
GL
1305
Governors Lane
New York
$858M +$66.8M +8% 70
SOAMC
1306
Spirit of America Management Corp
New York
$858M +$90.4M +12% 372
BOTOTLSJU
1307
Board of Trustees of The Leland Stanford Junior University
California
$856M -$63.8M -7% 26
IIP
1308
Intermede Investment Partners
United Kingdom
$853M -$50.2M -6% 28
ESBC
1309
E.S. Barr & Co
Kentucky
$851M +$37.8M +5% 90
TCM
1310
Tributary Capital Management
Nebraska
$851M +$82.2M +11% 204
LDB
1311
Lee, Danner & Bass
Tennessee
$850M +$29.9M +4% 169
SCM
1312
SKBA Capital Management
California
$850M -$45.3M -5% 83
NRS
1313
Neville Rodie & Shaw
New York
$848M -$1.48M -0.2% 271
IC
1314
Iconiq Capital
California
$848M +$358M +73% 57
SPC
1315
Stone Point Capital
Connecticut
$848M +$93.5M +12% 5
HIM
1316
Hanlon Investment Management
New Jersey
$847M -$219M -21% 139
MA
1317
Montag & Associates
Georgia
$845M +$59M +8% 256
WBG
1318
Wharton Business Group
Pennsylvania
$844M +$32.8M +4% 119
DDPIC
1319
Deroy & Devereaux Private Investment Counsel
Michigan
$844M +$50.5M +6% 161
VDBMI
1320
Van Den Berg Management I
Texas
$843M +$31.7M +4% 92
CTI
1321
Community Trust & Investment
Kentucky
$840M +$56.8M +7% 113
JGC
1322
J. Goldman & Co
New York
$840M -$36.5M -4% 350
SC
1323
Stralem & Co
New York
$840M -$23.1M -3% 54
EBIM
1324
Eagle Boston Investment Management
Massachusetts
$840M +$60.9M +8% 131
TFA
1325
Transamerica Financial Advisors
Florida
$839M -$83.1M -9% 487