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
BFA
1401
Beaumont Financial Advisors
Massachusetts
$896M +$43.3M +5% 229
GD
1402
Grandfield & Dodd
New York
$896M -$40.3M -4% 188
LFM
1403
Lumina Fund Management
New York
$893M +$42K +0% 51
CCP
1404
Cyrus Capital Partners
New York
$893M -$76.8M -8% 18
PC
1405
Packer & Co
Australia
$893M +$4.57M +0.5% 31
6M
1406
6 Meridian
Kansas
$891M +$26.5M +3% 528
PSAMP
1407
P. Schoenfeld Asset Management (PSAM)
New York
$891M +$254M +40% 51
LSAG
1408
Lake Street Advisors Group
New Hampshire
$891M +$6.48M +0.7% 365
TFP
1409
Triple Frond Partners
California
$890M +$7.02M +0.8% 9
RW
1410
Rand Wealth
Maryland
$890M -$24M -3% 231
PGH
1411
Partners Group Holding
Switzerland
$890M +$45M +5% 56
WFMPM
1412
Woodley Farra Manion Portfolio Management
Indiana
$887M -$23.6M -3% 92
MWP
1413
MYCIO Wealth Partners
Pennsylvania
$887M -$39.8M -4% 263
IC
1414
Iconiq Capital
California
$886M -$83.9M -9% 65
GPGA
1415
Grandeur Peak Global Advisors
Utah
$885M +$115M +15% 108
SIC
1416
Salem Investment Counselors
North Carolina
$885M -$38.2M -4% 596
LG
1417
Leuthold Group
Minnesota
$879M -$122M -12% 225
MP
1418
Makaira Partners
California
$878M +$48.5M +6% 13
RC
1419
Rivulet Capital
New Jersey
$878M -$35.8M -4% 14
FNT
1420
First National Trust
Pennsylvania
$878M -$31.4M -3% 346
AIM
1421
ARGA Investment Management
Connecticut
$878M -$20.7M -2% 68
BFO
1422
Boston Family Office
Massachusetts
$877M -$34.1M -4% 269
NA
1423
NewEdge Advisors
Louisiana
$875M +$136M +18% 525
MFBTD
1424
MB Financial Bank - Trust Department
Illinois
$875M -$82.6M -9% 553
WCM
1425
Wealthcare Capital Management
Virginia
$875M -$12.7M -1% 246