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
TAT
2051
TD Ameritrade Trust
Colorado
$356M +$10.3M +3% 49
NCM
2052
Novare Capital Management
North Carolina
$356M -$9.99M -3% 129
YU
2053
Yale University
Connecticut
$355M +$15.1M +4% 8
RCIM
2054
Russell Clark Investment Management
United Kingdom
$353M -$16.4M -4% 25
RP
2055
Regal Partners
Australia
$353M +$59.5M +20% 12
ZAM
2056
Zevin Asset Management
Massachusetts
$353M -$26.5M -7% 139
DIP
2057
DT Investment Partners
Pennsylvania
$353M +$17.1M +5% 74
AAS
2058
Annex Advisory Services
Wisconsin
$352M +$11.2M +3% 121
MIG
2059
Mariner Investment Group
New York
$352M -$88M -20% 218
3AM
2060
3D Asset Management
Connecticut
$352M +$16.8M +5% 56
SCA
2061
Stieven Capital Advisors
Missouri
$352M -$17.3M -5% 78
JAM
2062
Jacobs Asset Management
New York
$352M -$31.5M -8% 46
JMFC
2063
J.M. Forbes & Co
Massachusetts
$350M -$23.6M -6% 106
TCM
2064
Tensile Capital Management
California
$349M +$17.5M +5% 19
NC
2065
NewSquare Capital
Pennsylvania
$349M -$7.97M -2% 435
FAM
2066
Foundation Asset Management
New York
$349M +$44.4M +15% 24
TCM
2067
Twele Capital Management
Minnesota
$348M +$17.2M +5% 52
SCPM
2068
Sagard Capital Partners Management
New York
$347M +$17.5M +5% 10
BTNA
2069
Bremer Trust National Association
Minnesota
$347M +$12.6M +4% 265
OAM
2070
Oberweis Asset Management
Illinois
$346M -$10.3M -3% 211
QCMNJ
2071
Quantum Capital Management (New Jersey)
New Jersey
$346M -$7.98M -2% 48
WA
2072
WFG Advisors
Texas
$346M +$11.3M +3% 1,806
DBG
2073
De Burlo Group
Massachusetts
$346M -$79.3M -19% 110
FG
2074
Fiduciary Group
Georgia
$345M +$9.85M +3% 184
BFS
2075
Baskin Financial Services
Ontario, Canada
$345M +$21.4M +7% 43