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
1501
Simply Money Advisors
Ohio
$679M -$11.5M -2% 23
CPP
1502
Crow Point Partners
Massachusetts
$679M -$52.1M -7% 329
BMCMI
1503
Bryn Mawr Capital Management Inc
Pennsylvania
$679M -$83M -11% 640
BWP
1504
Baldwin Wealth Partners
Massachusetts
$674M -$4.42M -0.7% 267
AC
1505
Aisling Capital
New York
$672M -$92.6M -12% 19
SFM
1506
Sphera Funds Management
Israel
$671M -$31.8M -5% 176
ST
1507
Spinnaker Trust
Maine
$670M -$22.3M -3% 203
MCM
1508
Murphy Capital Management
New Jersey
$668M -$9.04M -1% 345
FMWA
1509
Forvis Mazars Wealth Advisors
Missouri
$667M -$23.4M -3% 196
DIA
1510
Davidson Investment Advisors
Montana
$665M -$2.71M -0.4% 212
TI
1511
Truepoint Inc
Ohio
$665M +$25.9M +4% 27
FGP
1512
Foyston, Gordon, & Payne
Ontario, Canada
$665M -$12.2M -2% 74
ASP
1513
Adams Street Partners
Illinois
$665M +$38.1M +6% 26
CCA
1514
Cobblestone Capital Advisors
New York
$665M +$18M +3% 175
QIM
1515
Quantitative Investment Management
Virginia
$664M -$377M -36% 847
TM
1516
Tiger Management
New York
$664M +$157M +31% 70
LPT
1517
Legacy Private Trust
Wisconsin
$664M -$18M -3% 261
EIM
1518
Essex Investment Management
Massachusetts
$662M -$52.5M -7% 367
DJSG
1519
D.J. St. Germain
Massachusetts
$662M -$29.6M -4% 113
GIM
1520
Goelzer Investment Management
Indiana
$661M -$765K -0.1% 204
ICOA
1521
Investment Centers of America
North Dakota
$661M -$16.4M -2% 496
GLAM
1522
Gardner Lewis Asset Management
Pennsylvania
$661M +$184M +39% 132
ZA
1523
Zweig Advisers
Connecticut
$659M -$37.9M -5% 77
IRM
1524
Income Research & Management
Massachusetts
$658M +$72.1M +12% 35
MGAI
1525
MP Global Advisers III
New York
$658M +$141M +27% 1