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
DG
2101
Davidson & Garrard
Virginia
$420M -$653K -0.2% 186
BFIM
2102
Beese Fulmer Investment Management
Ohio
$419M +$8.63M +2% 182
LLC
2103
Latimer Light Capital
New York
$419M +$10.4M +3% 24
MBTD
2104
Mechanics Bank - Trust Department
California
$419M +$9.65M +2% 169
CCMD
2105
Cypress Capital Management (Delaware)
Delaware
$418M +$25M +6% 128
GCM
2106
Glendon Capital Management
California
$418M +$21.8M +5% 30
AF
2107
Arrow Financial
New York
$418M +$7.62M +2% 357
SCI
2108
SkyBridge Capital II
New York
$417M -$42.1M -9% 40
CC
2109
Carbonado Capital
New York
$417M -$27.9M -6% 13
BWFA
2110
Baltimore-Washington Financial Advisors
Maryland
$416M +$23.3M +6% 75
SIA
2111
SeaBridge Investment Advisors
New Jersey
$416M -$573K -0.1% 271
IMOV
2112
Investment Management of Virginia
Virginia
$416M +$8.52M +2% 142
KC
2113
Kepos Capital
New York
$415M +$145M +54% 10
SCM
2114
Segantii Capital Management
Hong Kong
$415M -$192M -32% 395
UFF
2115
USA Financial Formulas
Michigan
$415M -$753K -0.2% 355
SFSG
2116
Stearns Financial Services Group
North Carolina
$414M +$5.74M +1% 137
PV
2117
Private Vista
Illinois
$414M +$11.5M +3% 98
LWMT
2118
Legacy Wealth Management (Tennessee)
Tennessee
$414M +$15.4M +4% 10
YU
2119
Yale University
Connecticut
$412M -$82.8M -17% 9
NC
2120
NewSquare Capital
Pennsylvania
$412M -$7.5M -2% 345
MWM
2121
Modera Wealth Management
New Jersey
$412M +$12.5M +3% 124
RCMNY
2122
Rubric Capital Management (New York)
New York
$412M +$87.6M +27% 60
VC
2123
Vestor Capital
Illinois
$411M -$49M -11% 175
EWM
2124
Empirical Wealth Management
Washington
$411M +$9.52M +2% 138
SCM
2125
Symons Capital Management
Pennsylvania
$410M +$5.92M +1% 82