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
EK
1826
Evensky & Katz
Florida
$452M +$24.4M +6% 50
RCYC
1827
Richard C. Young & Co
Rhode Island
$451M +$6.85M +2% 67
LNWWM
1828
Laird Norton Wetherby Wealth Management
California
$451M +$26.8M +6% 530
OCG
1829
Opus Capital Group
Ohio
$450M -$3.21M -0.7% 214
HA
1830
Halsey Associates
Connecticut
$449M +$4.31M +1% 105
AW
1831
ACG Wealth
Georgia
$449M +$5.72M +1% 243
MCTIC
1832
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$449M +$19.3M +4% 94
CL
1833
CPWM LLC
Washington
$448M -$8.69M -2% 301
SWA
1834
SFMG Wealth Advisors
Texas
$448M -$6.29M -1% 114
ACM
1835
Ashford Capital Management
Delaware
$447M +$26.2M +6% 107
SSA
1836
Schonfeld Strategic Advisors
New York
$447M +$202M +82% 592
AIU
1837
Algebris Investments (UK)
United Kingdom
$447M +$209M +88% 71
WAM
1838
Winslow Asset Management
Ohio
$447M -$697K -0.2% 95
AIP
1839
ARS Investment Partners
New York
$446M +$19.7M +5% 91
FFIC
1840
First Fiduciary Investment Counsel
Ohio
$446M -$9.68M -2% 39
ACA
1841
Avoro Capital Advisors
New York
$445M +$161M +57% 46
MTC
1842
McDaniel Terry & Co
Texas
$445M +$20.2M +5% 68
KFS
1843
Kurt F. Somerville
$445M +$6.84M +2% 114
CL
1844
Croft-Leominster
Maryland
$445M +$4.27M +1% 176
BWM
1845
Baystate Wealth Management
Massachusetts
$443M -$17.8M -4% 66
GWI
1846
Grace & White Inc
New York
$443M +$1.87M +0.4% 144
PTC
1847
Petrus Trust Company
Texas
$443M -$43.5M -9% 232
NAM
1848
Netols Asset Management
Wisconsin
$442M -$8.06M -2% 72
LSA
1849
L & S Advisors
California
$440M +$36.1M +9% 148
SAM
1850
Strategy Asset Managers
California
$440M +$88K +0% 138