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
RVPG
1501
Relative Value Partners Group
$1.41B +$74.5M +6% 206
FAIM
1502
Financial Advocates Investment Management
Washington
$1.41B -$31.7M -2% 825
GIA
1503
GHP Investment Advisors
Colorado
$1.41B +$146M +12% 326
MME
1504
Meag Munich Ergo
Germany
$1.41B +$833M +145% 246
IFA
1505
Index Fund Advisors
California
$1.41B 98
DIA
1506
Davidson Investment Advisors
Montana
$1.4B +$118M +9% 108
OSIA
1507
O'Shares Investment Advisers
Massachusetts
$1.4B +$41.7M +3% 284
DAS
1508
Dynamic Advisor Solutions
Arizona
$1.4B +$71.8M +5% 806
PP
1509
Passaic Partners
New Jersey
$1.4B 6
TAM
1510
Telemark Asset Management
Massachusetts
$1.4B +$16.5M +1% 62
MJRIC
1511
Mogy Joel R Investment Counsel
California
$1.4B +$177M +14% 122
PWM
1512
Perigon Wealth Management
California
$1.4B +$246M +21% 603
FLAM
1513
First Light Asset Management
Minnesota
$1.4B -$121M -8% 90
OLVIG
1514
Oliver Lagore Vanvalin Investment Group
Michigan
$1.4B 67
JPG
1515
Jordan Park Group
California
$1.4B -$746M -35% 49
PCM
1516
Parsons Capital Management
Rhode Island
$1.4B +$116M +9% 444
DWM
1517
Doyle Wealth Management
Florida
$1.39B +$136M +11% 238
SWA
1518
Stratos Wealth Advisors
Ohio
$1.39B +$219M +19% 576
GL
1519
Governors Lane
New York
$1.39B +$158M +13% 301
IVMX
1520
Institutional Venture Management XVI
California
$1.38B +$524M +61% 8
SRC
1521
Shufro Rose & Co
New York
$1.38B +$106M +8% 318
SI
1522
Sprott Inc
Ontario, Canada
$1.38B +$26.5M +2% 151
CFA
1523
Capstone Financial Advisors
Illinois
$1.38B +$105M +8% 152
PTC
1524
Philadelphia Trust Company
Pennsylvania
$1.38B +$24M +2% 245
NFA
1525
Nationwide Fund Advisors
Ohio
$1.38B -$8.98M -0.6% 8