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
EA
1851
Efficient Advisors
Ohio
$588M -$4.95M -0.8% 53
AAS
1852
Annex Advisory Services
Wisconsin
$587M +$37M +7% 135
KPAG
1853
KLS Professional Advisors Group
New York
$587M -$31.9M -5% 29
TSAM
1854
Trinity Street Asset Management
United Kingdom
$587M +$51.4M +10% 18
HHAA
1855
Henry H. Armstrong Associates
Pennsylvania
$586M -$16.5M -3% 54
WDA
1856
Wendell David Associates
New Hampshire
$586M +$30.7M +6% 153
MCO
1857
MAK Capital One
New York
$586M +$506M +635% 4
OC
1858
ORIX Corp
Japan
$584M -$35.1M -6% 1
MC
1859
Middleton & Co
Massachusetts
$584M +$25.7M +5% 152
SSWM
1860
Smith Salley Wealth Management
North Carolina
$584M +$26.2M +5% 185
JCM
1861
Jag Capital Management
Missouri
$583M +$42M +8% 111
TNB
1862
Thomasville National Bank
Georgia
$581M +$18.1M +3% 200
ECM
1863
Ensemble Capital Management
California
$580M +$45.2M +8% 38
NPPM
1864
North Point Portfolio Managers
Ohio
$579M -$3.91M -0.7% 85
GGI
1865
Godsey & Gibb Inc
Virginia
$578M +$10.7M +2% 74
GC
1866
Garde Capital
Washington
$578M +$27.2M +5% 173
CBB
1867
Citizens Business Bank
California
$577M +$6.96M +1% 280
SVP
1868
Strategic Value Partners
Connecticut
$577M +$58.5M +11% 10
BAS
1869
Brown Advisory Securities
Maryland
$577M +$39.3M +7% 439
MG
1870
Mitchell Group
Texas
$577M +$59.4M +11% 34
I
1871
IberiaBank
Louisiana
$577M +$74.3M +15% 222
LCM
1872
Lomas Capital Management
New York
$576M -$40.9M -7% 36
EIM
1873
Elephas Investment Management
Hong Kong
$576M +$26.9M +5% 25
JVBC
1874
J.V. Bruni & Co
Colorado
$576M -$3.82M -0.7% 26
WI
1875
Wintrust Investments
Illinois
$576M +$182M +46% 365