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
CC
2101
Carbonado Capital
New York
$417M -$27.9M -6% 13
BWFA
2102
Baltimore-Washington Financial Advisors
Maryland
$416M +$23.3M +6% 75
SIA
2103
SeaBridge Investment Advisors
New Jersey
$416M -$573K -0.1% 271
IMOV
2104
Investment Management of Virginia
Virginia
$416M +$8.52M +2% 142
KC
2105
Kepos Capital
New York
$415M +$145M +54% 10
SCM
2106
Segantii Capital Management
Hong Kong
$415M -$192M -32% 395
UFF
2107
USA Financial Formulas
Michigan
$415M -$753K -0.2% 355
SFSG
2108
Stearns Financial Services Group
North Carolina
$414M +$5.74M +1% 137
PV
2109
Private Vista
Illinois
$414M +$11.5M +3% 98
LWMT
2110
Legacy Wealth Management (Tennessee)
Tennessee
$414M +$15.4M +4% 10
YU
2111
Yale University
Connecticut
$412M -$82.8M -17% 9
NC
2112
NewSquare Capital
Pennsylvania
$412M -$7.5M -2% 345
MWM
2113
Modera Wealth Management
New Jersey
$412M +$12.5M +3% 124
RCMNY
2114
Rubric Capital Management (New York)
New York
$412M +$87.6M +27% 60
VC
2115
Vestor Capital
Illinois
$411M -$49M -11% 175
EWM
2116
Empirical Wealth Management
Washington
$411M +$9.52M +2% 138
SCM
2117
Symons Capital Management
Pennsylvania
$410M +$5.92M +1% 82
BPCM
2118
Beach Point Capital Management
California
$410M +$55.6M +16% 25
SFP
2119
Shepherd Financial Partners
Massachusetts
$410M +$24.1M +6% 116
IHG
2120
Insight Holdings Group
New York
$409M +$171M +72% 5
HA
2121
Hays Advisory
Tennessee
$409M -$16.9M -4% 88
NFG
2122
Next Financial Group
Texas
$409M +$49.6M +14% 2,069
HAM
2123
Honeycomb Asset Management
New York
$409M +$34.9M +9% 45
IFAM
2124
Institutional & Family Asset Management
Colorado
$408M +$87.2M +27% 135
SM
2125
Seminole Management
New York
$408M -$137M -25% 45