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
TW
1951
Transform Wealth
Colorado
$872M +$53.4M +7% 240
JC
1952
Jacobs & Co
California
$869M +$3.64M +0.4% 128
MYIA
1953
Mount Yale Investment Advisors
Colorado
$869M +$43.7M +5% 490
CC
1954
Cornerstone Capital
California
$868M -$13.8M -2% 95
ICM
1955
Indaba Capital Management
California
$867M -$58.8M -6% 78
AL
1956
Arnhold LLC
New York
$867M -$15.7M -2% 140
AGDR
1957
AdamCapital Gestao de Recursos
Brazil
$867M -$295M -25% 38
PWP
1958
Principle Wealth Partners
Connecticut
$866M -$14.6M -2% 322
BCM
1959
Bluefin Capital Management
New York
$865M -$571M -40% 676
BST
1960
Bath Savings Trust
Maine
$865M +$17.3M +2% 160
MFP
1961
Michael F. Price
$865M -$45.5M -5% 156
DWM
1962
Dakota Wealth Management
Florida
$864M +$30M +4% 370
MFIMFI
1963
Mesirow Financial Investment Management - Fixed Income
Illinois
$864M -$30.5M -3% 153
HHAA
1964
Henry H. Armstrong Associates
Pennsylvania
$864M -$6.87M -0.8% 61
CCA
1965
Clearwater Capital Advisors
Illinois
$863M +$3.77M +0.4% 173
SCM
1966
Sandler Capital Management
New York
$862M -$274M -24% 126
BOPW
1967
Brandywine Oak Private Wealth
Pennsylvania
$861M +$4.28M +0.5% 356
PAM
1968
PSquared Asset Management
Switzerland
$861M -$529M -38% 16
IVMX
1969
Institutional Venture Management XVI
California
$860M -$14.2M -2% 5
RSWM
1970
Robertson Stephens Wealth Management
California
$860M +$27.4M +3% 353
TCM
1971
Tensile Capital Management
California
$859M -$23.2M -3% 18
BAM
1972
Brilliance Asset Management
Hong Kong
$859M -$1.04B -55% 10
DCP
1973
Diameter Capital Partners
New York
$858M -$234M -21% 165
KPF
1974
K2 Principal Fund
Ontario, Canada
$858M -$38.4M -4% 470
WC
1975
Woodstock Corp
Massachusetts
$858M +$7.64M +0.9% 198