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
SMA
1401
Simply Money Advisors
Ohio
$588M +$26.5M +5% 450
T
1402
Tahithromos
New York
$587M +$65.4M +13% 76
AIP
1403
ARS Investment Partners
New York
$587M +$17.7M +3% 80
LM
1404
Litespeed Management
New York
$586M +$39.3M +7% 21
PS
1405
Portfolio Solutions
Michigan
$585M +$40.2M +7% 6
WCM
1406
Wealthcare Capital Management
Virginia
$585M +$31.4M +6% 135
AA
1407
Ancora Advisors
Ohio
$583M -$713K -0.1% 455
MCM
1408
Manchester Capital Management
Vermont
$583M +$44.8M +8% 1,017
CAM
1409
Cacti Asset Management
Georgia
$582M +$57.4M +11% 81
TT
1410
Tiedemann Trust
Delaware
$582M -$16.3M -3% 119
BI
1411
BVF Inc
California
$581M +$65.9M +13% 29
SHGA
1412
Sand Hill Global Advisors
California
$580M +$217M +60% 76
MC
1413
MSD Capital
New York
$579M +$16.5M +3% 8
VFS
1414
VSR Financial Services
Kansas
$574M +$66.9M +13% 591
BCP
1415
Blum Capital Partners
California
$574M -$38.7M -6% 8
EIA
1416
Edgemoor Investment Advisors
Maryland
$573M +$9.34M +2% 141
MFS
1417
MSI Financial Services
Massachusetts
$572M +$74.2M +15% 2,643
AAA
1418
Adams Asset Advisors
Texas
$571M -$72M -11% 97
NCM
1419
Newgate Capital Management
Connecticut
$571M -$146M -20% 158
CAG
1420
Crestwood Advisors Group
Massachusetts
$570M +$29.8M +6% 132
SI
1421
Sprott Inc
Ontario, Canada
$570M +$43.1M +8% 158
SCI
1422
S&CO Inc
Massachusetts
$570M -$88.8M -13% 132
NC
1423
NBW Capital
Massachusetts
$570M +$44.1M +8% 111
SAM
1424
Sandell Asset Management
New York
$570M -$28.5M -5% 47
LNB
1425
Ledyard National Bank
$568M +$28.7M +5% 454