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
EK
2076
Evensky & Katz
Florida
$332M +$65.9M +25% 46
BWM
2077
Braver Wealth Management
Massachusetts
$332M -$55.3M -14% 93
MRCP
2078
Manor Road Capital Partners
New York
$332M -$1.56M -0.5% 10
MP
2079
Mangrove Partners
Connecticut
$331M +$91.6M +38% 44
PFM
2080
Phillips Financial Management
Indiana
$331M -$4M -1% 72
RIA
2081
Regal Investment Advisors
Michigan
$331M +$50.1M +18% 1,024
AI
2082
Accredited Investors
Minnesota
$331M +$23.3M +8% 75
MTIM
2083
Marathon Trading Investment Management
Pennsylvania
$331M -$58M -15% 224
KPCM
2084
Kings Point Capital Management
New York
$330M -$2.38M -0.7% 339
TAM
2085
Toscafund Asset Management
United Kingdom
$330M +$25.3M +8% 15
MBTD
2086
Mechanics Bank - Trust Department
California
$330M -$19.5M -6% 154
NAM
2087
NTV Asset Management
West Virginia
$330M +$64K +0% 202
KLC
2088
Knowledge Leaders Capital
Colorado
$329M -$15.3M -4% 47
3AM
2089
3D Asset Management
Connecticut
$329M -$16.1M -5% 47
SOAMC
2090
Spirit of America Management Corp
New York
$329M +$77.9M +31% 352
TCM
2091
Tamarack Capital Management
California
$328M -$33.3M -9% 38
UR
2092
USCA RIA
Texas
$328M +$29.9M +10% 352
SIM
2093
Strategic Investment Management
Virginia
$328M -$87.2M -21% 146
LIC
2094
Lodestar Investment Counsel
Illinois
$327M -$5.49M -2% 115
JIC
2095
Joel Isaacson & Co
New York
$327M +$7.64M +2% 677
RPAM
2096
Rhenman & Partners Asset Management
Sweden
$327M -$10.4M -3% 105
NC
2097
Nokomis Capital
Texas
$326M +$31.7M +11% 51
GI
2098
Gavea Investimentos
Brazil
$326M +$21.4M +7% 10
GCA
2099
Greenwood Capital Associates
South Carolina
$326M +$3.44M +1% 164
VCM
2100
Venor Capital Management
New York
$326M -$79.7M -20% 18