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
DJSG
1501
D.J. St. Germain
Massachusetts
$718M -$21.1M -3% 147
SMA
1502
Simply Money Advisors
Ohio
$715M +$20.3M +3% 31
EA
1503
Efficient Advisors
Ohio
$715M +$16.4M +2% 63
RCM
1504
Riverpark Capital Management
New York
$713M +$632M +773% 36
BC
1505
Broadfin Capital
New York
$713M -$170M -19% 67
AIM
1506
Avity Investment Management
Connecticut
$713M +$48.5M +7% 76
CIP
1507
Convergence Investment Partners
Florida
$712M -$12.8M -2% 411
PCP
1508
P2 Capital Partners
New York
$712M -$49.7M -7% 15
PS
1509
Portfolio Solutions
Michigan
$712M +$10.6M +2% 204
MLL
1510
Moody Lynn & Lieberson
Massachusetts
$712M +$15.5M +2% 191
PL
1511
Parkwood LLC
Ohio
$711M +$59M +9% 578
IHL
1512
Investment House LLC
California
$711M +$54.1M +8% 195
BFPW
1513
BOK Financial Private Wealth
Colorado
$708M +$48.2M +7% 146
SLI
1514
Sumitomo Life Insurance
Japan
$707M +$6.11M +0.9% 291
MMI
1515
Matson Money Inc
Ohio
$707M +$49.2M +7% 2
ALS
1516
Andrew L. Share
$706M +$70M +11% 1
RMA
1517
Roffman Miller Associates
Pennsylvania
$706M +$43.3M +7% 64
PPCM
1518
Pillar Pacific Capital Management
California
$706M +$56.3M +9% 316
SC
1519
SRB Corp
Massachusetts
$705M -$15.3M -2% 192
EIA
1520
Edgemoor Investment Advisors
Maryland
$703M +$45.3M +7% 127
WAM
1521
Wealthspire Advisors (Maryland)
Maryland
$703M +$34.2M +5% 2,140
AAA
1522
Adams Asset Advisors
Texas
$703M -$56.4M -7% 95
HP
1523
Hikari Power
Japan
$703M -$959K -0.1% 70
AVC
1524
Arlington Value Capital
Utah
$701M -$26.5M -4% 21
GCA
1525
Guardian Capital Advisors
Ontario, Canada
$700M +$5.43M +0.8% 177