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
$715M +$20.3M +3% 31
EA
1502
Efficient Advisors
Ohio
$715M +$16.4M +2% 63
RCM
1503
Riverpark Capital Management
New York
$713M +$632M +773% 36
BC
1504
Broadfin Capital
New York
$713M -$170M -19% 67
AIM
1505
Avity Investment Management
Connecticut
$713M +$48.5M +7% 76
CIP
1506
Convergence Investment Partners
Florida
$712M -$12.8M -2% 411
PCP
1507
P2 Capital Partners
New York
$712M -$49.7M -7% 15
PS
1508
Portfolio Solutions
Michigan
$712M +$10.6M +2% 204
MLL
1509
Moody Lynn & Lieberson
Massachusetts
$712M +$15.5M +2% 191
PL
1510
Parkwood LLC
Ohio
$711M +$59M +9% 578
IHL
1511
Investment House LLC
California
$711M +$54.1M +8% 195
BFPW
1512
BOK Financial Private Wealth
Colorado
$708M +$48.2M +7% 146
SLI
1513
Sumitomo Life Insurance
Japan
$707M +$6.11M +0.9% 291
MMI
1514
Matson Money Inc
Ohio
$707M +$49.2M +7% 2
ALS
1515
Andrew L. Share
$706M +$70M +11% 1
RMA
1516
Roffman Miller Associates
Pennsylvania
$706M +$43.3M +7% 64
PPCM
1517
Pillar Pacific Capital Management
California
$706M +$56.3M +9% 316
SC
1518
SRB Corp
Massachusetts
$705M -$15.3M -2% 192
EIA
1519
Edgemoor Investment Advisors
Maryland
$703M +$45.3M +7% 127
WAM
1520
Wealthspire Advisors (Maryland)
Maryland
$703M +$34.2M +5% 2,140
AAA
1521
Adams Asset Advisors
Texas
$703M -$56.4M -7% 95
HP
1522
Hikari Power
Japan
$703M -$959K -0.1% 70
AVC
1523
Arlington Value Capital
Utah
$701M -$26.5M -4% 21
GCA
1524
Guardian Capital Advisors
Ontario, Canada
$700M +$5.43M +0.8% 177
OPCM
1525
Osborne Partners Capital Management
California
$698M +$15M +2% 180