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
1401
Polaris Wealth Advisory Group
California
$1.06B -$201M -16% 185
VMV
1402
Venrock Management V
California
$1.06B -$125M -11% 3
MC
1403
Moors & Cabot
Massachusetts
$1.06B +$124M +13% 712
RCMNY
1404
Rubric Capital Management (New York)
New York
$1.06B +$204M +24% 74
NRS
1405
Neville Rodie & Shaw
New York
$1.06B +$91.6M +9% 253
LSAG
1406
Lake Street Advisors Group
New Hampshire
$1.06B +$73.2M +7% 296
AAM
1407
Aureus Asset Management
Massachusetts
$1.06B +$140M +15% 190
BDF
1408
Balasa Dinverno & Foltz
$1.05B +$153M +17% 274
BCA
1409
Bernzott Capital Advisors
California
$1.05B +$258M +32% 43
CAL
1410
Capital Analysts LLC
Pennsylvania
$1.05B +$101M +11% 771
BCAM
1411
Boston Common Asset Management
Massachusetts
$1.05B +$115M +12% 225
CS
1412
Cannell & Spears
New York
$1.05B +$99M +10% 247
BFA
1413
Beaumont Financial Advisors
Massachusetts
$1.05B +$89.5M +9% 319
PPCM
1414
Pillar Pacific Capital Management
California
$1.05B +$100M +11% 314
TC
1415
Trilogy Capital
California
$1.05B +$34.7M +3% 138
ACI
1416
Alpha Cubed Investments
California
$1.05B +$132M +14% 236
QIM
1417
Quest Investment Management
Oregon
$1.05B +$156M +18% 114
WS
1418
Wedbush Securities
California
$1.04B -$14.7M -1% 1,067
BIM
1419
Barton Investment Management
Pennsylvania
$1.04B +$57.5M +6% 43
RCM
1420
Radcliffe Capital Management
Pennsylvania
$1.04B +$333M +47% 244
HHGA
1421
Halbert Hargrove Global Advisors
California
$1.04B +$361M +53% 102
SRC
1422
Shufro Rose & Co
New York
$1.04B +$25.4M +3% 298
PTC
1423
Philadelphia Trust Company
Pennsylvania
$1.04B +$87.6M +9% 206
CI
1424
Cigna Investments
Connecticut
$1.04B -$20.7M -2% 797
BAM
1425
Berkshire Asset Management
Pennsylvania
$1.04B -$51M -5% 175