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
RFA
1526
Reilly Financial Advisors
California
$686M -$68M -9% 1,089
BWM
1527
Baystate Wealth Management
Massachusetts
$686M +$120M +21% 751
BCAM
1528
Boston Common Asset Management
Massachusetts
$686M -$121M -15% 202
GCAC
1529
Guardian Capital Advisors (Canada)
Ontario, Canada
$685M -$48.2M -7% 169
PWM
1530
Patriot Wealth Management
Texas
$683M -$110M -14% 89
TTWM
1531
TCV Trust & Wealth Management
Virginia
$683M -$66.1M -9% 217
CC
1532
Courier Capital
New York
$683M -$135M -16% 303
PAM
1533
Palisade Asset Management
Minnesota
$682M -$75M -10% 165
CS
1534
Cannell & Spears
New York
$682M -$156M -19% 183
YU
1535
Yale University
Connecticut
$681M -$68.4M -9% 10
VCP
1536
Vestar Capital Partners
New York
$680M +$35.3M +5% 2
MCA
1537
Mendon Capital Advisors
Florida
$678M -$240M -26% 115
YCM
1538
Yiheng Capital Management
California
$678M +$85.7M +14% 18
VDBMI
1539
Van Den Berg Management I
Texas
$676M -$263M -28% 84
HLC
1540
Hunt Lane Capital
New York
$675M -$174M -21% 17
CPIG
1541
Chicago Partners Investment Group
Illinois
$674M +$2.21M +0.3% 1,110
CCM
1542
Chieftain Capital Management
New York
$673M -$818M -55% 15
FLII
1543
First Long Island Investors
New York
$673M -$98.6M -13% 83
TAM
1544
THB Asset Management
Connecticut
$672M -$143M -17% 176
6CM
1545
683 Capital Management
New York
$672M -$131M -16% 210
TCM
1546
Tensile Capital Management
California
$672M -$63.9M -9% 21
EIA
1547
Edgemoor Investment Advisors
Maryland
$670M -$136M -17% 140
CDR
1548
Clayton Dubilier & Rice
New York
$670M -$52.8M -7% 8
CCP
1549
Cyrus Capital Partners
New York
$670M -$239M -26% 24
RCW
1550
Rheos Capital Works
Japan
$669M -$26.3M -4% 14