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
CFA
1551
Carroll Financial Associates
North Carolina
$598M +$59.6M +11% 1,320
AF
1552
Alerus Financial
North Dakota
$598M 116
SCM
1553
Sandler Capital Management
New York
$597M +$94.2M +19% 165
DIA
1554
Davidson Investment Advisors
Montana
$597M +$5.38M +0.9% 225
PC
1555
PM Capital
Australia
$596M +$976K +0.2% 28
UR
1556
USCA RIA
Texas
$595M +$43.9M +8% 409
PPCM
1557
Pillar Pacific Capital Management
California
$593M +$16.4M +3% 307
CPSAC
1558
Chas P. Smith & Associates (CPS)
Florida
$593M +$8.49M +1% 106
WSCM
1559
Wellington Shields Capital Management
New York
$591M +$20.6M +4% 347
SG
1560
Swarthmore Group
Pennsylvania
$589M -$66M -10% 60
SCA
1561
Summit Creek Advisors
Minnesota
$589M -$47M -7% 53
NCM
1562
Nantahala Capital Management
Connecticut
$589M -$9.95M -2% 73
FI
1563
FormulaFolio Investments
Michigan
$589M +$11.3M +2% 149
BT
1564
Beacon Trust
New Jersey
$588M +$13.1M +2% 195
WCM
1565
Windham Capital Management
Massachusetts
$588M -$163M -22% 28
SIC
1566
Sigma Investment Counselors
Michigan
$587M +$21.5M +4% 126
NP
1567
NS Partners
United Kingdom
$586M +$31.3M +6% 122
BWM
1568
Braver Wealth Management
Massachusetts
$586M -$21.5M -4% 163
ZA
1569
Zweig Advisers
Connecticut
$586M -$11.8M -2% 88
FVFIGP
1570
Flagship Ventures Fund IV General Partner
Massachusetts
$585M 5
AAA
1571
Adams Asset Advisors
Texas
$585M +$53M +10% 98
PAS
1572
Park Avenue Securities
New York
$585M +$55.5M +10% 110
GCM
1573
Gruss Capital Management
New York
$584M +$260M +80% 61
MWP
1574
MYCIO Wealth Partners
Pennsylvania
$584M +$20.6M +4% 1,253
GW
1575
GW & Wade
Massachusetts
$583M +$70.5M +14% 250