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
FBFS
1951
First Business Financial Services
Wisconsin
$945M +$71.1M +8% 174
BWA
1952
BDO Wealth Advisors
Florida
$945M +$36.7M +4% 1,181
KTA
1953
Keeley-Teton Advisors
Illinois
$944M +$26.5M +3% 338
PIP
1954
Permian Investment Partners
Texas
$944M -$15M -2% 55
NC
1955
NewSquare Capital
Pennsylvania
$944M +$88.6M +10% 416
CAAS
1956
Capital Asset Advisory Services
Michigan
$942M +$44.4M +5% 738
EC
1957
EMS Capital
New York
$942M -$189M -17% 21
SFG
1958
Sage Financial Group
Pennsylvania
$939M +$126M +16% 77
MPMG
1959
Minneapolis Portfolio Management Group
Minnesota
$939M +$44.6M +5% 32
GCM
1960
Glynn Capital Management
California
$939M -$201M -18% 52
CC
1961
Cornerstone Capital
California
$938M +$70.7M +8% 94
MWM
1962
Meridian Wealth Management
Kentucky
$936M +$126M +16% 426
JAFL
1963
Jay A. Fishman Ltd
Michigan
$936M +$129M +16% 99
MIM
1964
Merewether Investment Management
Texas
$934M +$233M +33% 46
CCM
1965
Condor Capital Management
New Jersey
$934M -$5.41M -0.6% 439
PAM
1966
PSquared Asset Management
Switzerland
$934M +$73.1M +8% 10
CCA
1967
Conservest Capital Advisors
Pennsylvania
$933M +$46M +5% 93
ICM
1968
Indaba Capital Management
California
$933M +$65.4M +8% 64
BTWM
1969
Baker Tilly Wealth Management
Wisconsin
$931M +$174M +23% 549
MCM
1970
Murphy Capital Management
New Jersey
$931M +$75.9M +9% 236
FQ
1971
First Quadrant
California
$930M +$72.8M +8% 562
EWM
1972
Endurance Wealth Management
Rhode Island
$930M +$30.5M +3% 660
AAIM
1973
American Assets Investment Management
California
$928M +$122M +15% 182
BDWM
1974
Brewin Dolphin Wealth Management
Ireland
$928M +$51.2M +6% 347
TCMX
1975
Technology Crossover Management X
California
$928M +$595M +179% 7