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
DWT
1701
Dorsey & Whitney Trust
South Dakota
$679M +$31.8M +5% 458
FFBTD
1702
First Financial Bank - Trust Division
Ohio
$679M +$21.6M +3% 179
HWA
1703
Heritage Wealth Advisors
Virginia
$679M +$26.2M +4% 491
CISOA
1704
Capital Investment Services of America
Wisconsin
$678M -$1.25M -0.2% 72
IA
1705
Icon Advisers
Colorado
$678M -$386M -36% 315
AW
1706
ACG Wealth
Georgia
$678M -$67.3M -9% 359
FDCC
1707
Foster Dykema Cabot & Co
Massachusetts
$677M +$16.5M +2% 100
AHB
1708
Abner Herrman & Brock
New Jersey
$677M -$20.2M -3% 138
FWM
1709
Frontier Wealth Management
Missouri
$677M -$616K -0.1% 329
AC
1710
Alexandria Capital
Virginia
$676M -$25.7M -4% 267
NCM
1711
Novare Capital Management
North Carolina
$673M +$16.5M +3% 144
YL
1712
YCG LLC
Texas
$672M +$36.5M +6% 41
SFG
1713
Sage Financial Group
Pennsylvania
$671M -$3.78M -0.6% 77
SPC
1714
Silver Point Capital
Connecticut
$671M -$134M -17% 14
WI
1715
Wintrust Investments
Illinois
$670M +$11.1M +2% 394
BCM
1716
Brigade Capital Management
New York
$670M +$10M +2% 58
MP
1717
MFN Partners
Massachusetts
$669M +$39M +6% 17
SGAM
1718
Stephens Group Asset Management
Arkansas
$668M +$41.1M +7% 14
GLI
1719
Guardian Life Insurance
New York
$668M -$56.1M -8% 536
JLBC
1720
J.L. Bainbridge & Co
Florida
$668M +$8.01M +1% 82
FG
1721
Formula Growth
Quebec, Canada
$667M -$32.6M -5% 169
TS
1722
Third Security
Virginia
$667M -$182M -21% 11
PIM
1723
Provident Investment Management
Michigan
$667M -$7.63M -1% 59
WP
1724
WealthSource Partners
California
$667M +$32.9M +5% 480
GIM
1725
Grassi Investment Management
California
$667M -$10.4M -2% 128