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
PFM
2076
Phillips Financial Management
Indiana
$474M +$17.7M +4% 73
SM
2077
Sunriver Management
Connecticut
$474M +$95.8M +25% 24
PAS
2078
Professional Advisory Services
Florida
$474M +$4.78M +1% 64
WEC
2079
White Elm Capital
Connecticut
$474M -$31.7M -6% 30
AHC
2080
Adell Harriman & Carpenter
Texas
$473M +$14.8M +3% 150
PTC
2081
Private Trust Company
Ohio
$472M +$13.3M +3% 390
RAA
2082
RWC Asset Advisors
Florida
$472M +$148M +45% 19
VCM
2083
V3 Capital Management
Texas
$472M +$35M +8% 20
IC
2084
Intel Corp
California
$472M 7
FIB
2085
First Interstate Bank
Montana
$471M +$6.27M +1% 754
FBP
2086
Flippin Bruce & Porter
Virginia
$471M +$16.2M +4% 77
JA
2087
JOYN Advisors
Georgia
$470M +$109M +30% 214
MFG
2088
Merit Financial Group
Georgia
$470M 107
BCM
2089
Buckhead Capital Management
Georgia
$469M +$3.53M +0.8% 183
FG
2090
Fiduciary Group
Georgia
$468M +$24.2M +5% 179
SG
2091
Swarthmore Group
Pennsylvania
$468M +$30.8M +7% 64
EHPM
2092
Emery Howard Portfolio Management
California
$468M +$16.9M +4% 35
VC
2093
Vivo Capital
California
$467M -$27.9M -6% 31
BFIM
2094
Beese Fulmer Investment Management
Ohio
$466M +$27.9M +6% 194
EWM
2095
Empirical Wealth Management
Washington
$466M +$33M +8% 156
GCM
2096
Glynn Capital Management
California
$465M +$66.8M +17% 41
CAM
2097
Cypress Asset Management
Texas
$465M +$200K +0% 194
MWM
2098
Modera Wealth Management
New Jersey
$464M +$20.1M +5% 140
VC
2099
Vestor Capital
Illinois
$463M +$18.2M +4% 125
SLG
2100
Stanley-Laman Group
Pennsylvania
$463M +$88.4M +24% 310