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
NRS
1401
Neville Rodie & Shaw
New York
$1.06B +$91.6M +9% 253
LSAG
1402
Lake Street Advisors Group
New Hampshire
$1.06B +$73.2M +7% 296
AAM
1403
Aureus Asset Management
Massachusetts
$1.06B +$140M +15% 190
BDF
1404
Balasa Dinverno & Foltz
$1.05B +$153M +17% 274
BCA
1405
Bernzott Capital Advisors
California
$1.05B +$258M +32% 43
CAL
1406
Capital Analysts LLC
Pennsylvania
$1.05B +$101M +11% 771
BCAM
1407
Boston Common Asset Management
Massachusetts
$1.05B +$115M +12% 225
CS
1408
Cannell & Spears
New York
$1.05B +$99M +10% 247
BFA
1409
Beaumont Financial Advisors
Massachusetts
$1.05B +$89.5M +9% 319
PPCM
1410
Pillar Pacific Capital Management
California
$1.05B +$100M +11% 314
TC
1411
Trilogy Capital
California
$1.05B +$34.7M +3% 138
ACI
1412
Alpha Cubed Investments
California
$1.05B +$132M +14% 236
QIM
1413
Quest Investment Management
Oregon
$1.05B +$156M +18% 114
WS
1414
Wedbush Securities
California
$1.04B -$14.7M -1% 1,067
BIM
1415
Barton Investment Management
Pennsylvania
$1.04B +$57.5M +6% 43
RCM
1416
Radcliffe Capital Management
Pennsylvania
$1.04B +$333M +47% 244
HHGA
1417
Halbert Hargrove Global Advisors
California
$1.04B +$361M +53% 102
SRC
1418
Shufro Rose & Co
New York
$1.04B +$25.4M +3% 298
PTC
1419
Philadelphia Trust Company
Pennsylvania
$1.04B +$87.6M +9% 206
CI
1420
Cigna Investments
Connecticut
$1.04B -$20.7M -2% 797
BAM
1421
Berkshire Asset Management
Pennsylvania
$1.04B -$51M -5% 175
OCAM
1422
Owl Creek Asset Management
New York
$1.03B +$38.8M +4% 139
BPA
1423
Beacon Pointe Advisors
California
$1.03B +$36M +4% 449
RH
1424
Riverstone Holdings
New York
$1.03B +$48.5M +5% 4
RMA
1425
Roffman Miller Associates
Pennsylvania
$1.03B +$27.7M +3% 149