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
MFA
2126
Mayflower Financial Advisors
Massachusetts
$653M -$90.3M -12% 376
IL
2127
Investure LLC
Virginia
$652M -$81M -11% 24
RFA
2128
RTD Financial Advisors
Pennsylvania
$652M -$89.2M -12% 115
IAM
2129
Ion Asset Management
Israel
$651M -$130M -17% 46
EC
2130
Engaged Capital
California
$651M -$336M -34% 8
MSU
2131
Mizuho Securities USA
New York
$651M -$48.2M -7% 196
MAA
2132
Matrix Asset Advisors
New York
$651M -$92.9M -12% 93
JLBC
2133
J.L. Bainbridge & Co
Florida
$650M -$197M -23% 84
HPWM
2134
Highland Private Wealth Management
Washington
$650M -$99.4M -13% 203
AA
2135
Ancient Art
Texas
$650M -$119M -15% 22
GIG
2136
Goodnow Investment Group
Connecticut
$649M -$296M -31% 21
PO
2137
Private Ocean
California
$649M -$152M -19% 735
ST
2138
Sentinel Trust
Texas
$649M -$183M -22% 144
KPW
2139
Kore Private Wealth
New York
$649M -$148M -19% 350
GHC
2140
Graham Holdings Company
Virginia
$649M -$147M -18% 7
SMC
2141
Smith, Moore & Co
Missouri
$648M -$84.3M -12% 433
CC
2142
Callan Capital
California
$648M -$79.5M -11% 128
BCM
2143
Bowie Capital Management
Texas
$648M -$126M -16% 36
SCM
2144
Sandler Capital Management
New York
$648M -$13.8M -2% 127
VCM
2145
Valiant Capital Management
California
$648M -$128M -17% 30
SL
2146
Salomon & Ludwin
Virginia
$646M -$42.3M -6% 129
MCAV
2147
Meritech Capital Associates V
California
$646M -$413M -39% 7
I
2148
INVST
Indiana
$646M +$38.7M +6% 200
PTC
2149
Private Trust Company
Ohio
$644M +$3.71M +0.6% 2,179
HVIA
2150
Hudson Valley Investment Advisors
New York
$642M -$102M -14% 219