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
BC
2051
Bruce & Co
Illinois
$418M +$34.7M +9% 51
PC
2052
Precocity Capital
Connecticut
$417M +$79.6M +24% 56
FPFS
2053
First Personal Financial Services
North Carolina
$417M +$37.2M +10% 974
SIA
2054
SeaBridge Investment Advisors
New Jersey
$416M +$331K +0.1% 288
WIC
2055
Whitegate Investment Counselors
New Hampshire
$416M +$42.5M +11% 176
UFF
2056
USA Financial Formulas
Michigan
$415M +$13.1M +3% 384
SGCM
2057
Sand Grove Capital Management
United Kingdom
$415M +$209M +101% 23
ACA
2058
Abdiel Capital Advisors
New York
$414M +$70.8M +21% 5
HC
2059
Hourglass Capital
Texas
$414M +$10.5M +3% 114
GP
2060
Girard Partners
Pennsylvania
$414M +$69.5M +20% 240
BJL
2061
Brighton Jones LLC
Washington
$413M +$148M +56% 154
PFM
2062
Phillips Financial Management
Indiana
$413M +$13.1M +3% 70
ZIG
2063
Zuckerman Investment Group
Illinois
$412M +$3.93M +1% 62
MWM
2064
Merriman Wealth Management
Washington
$411M +$45.1M +12% 152
BFIM
2065
Beese Fulmer Investment Management
Ohio
$411M +$23.5M +6% 184
G
2066
GenTrust
Florida
$410M +$3.66M +0.9% 89
AF
2067
Arrow Financial
New York
$410M +$6.78M +2% 353
MBTD
2068
Mechanics Bank - Trust Department
California
$409M -$3.63M -0.9% 171
LLC
2069
Latimer Light Capital
New York
$409M +$110M +37% 20
SFSG
2070
Stearns Financial Services Group
North Carolina
$409M +$23.5M +6% 134
SFG
2071
Sage Financial Group
Pennsylvania
$408M +$18.1M +5% 55
HHAM
2072
HITE Hedge Asset Management
Massachusetts
$407M +$21.3M +6% 69
IMOV
2073
Investment Management of Virginia
Virginia
$407M -$11.6M -3% 149
ASP
2074
Adams Street Partners
Illinois
$407M +$43.3M +12% 19
CWM
2075
Cabot Wealth Management
Massachusetts
$406M +$37M +10% 152