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
PWM
2151
Perigon Wealth Management
California
$392M -$14.2M -4% 286
WC
2152
Whitney & Co
New York
$391M -$23.7M -6% 549
GRP
2153
Global Retirement Partners
California
$391M -$51.1M -12% 1,632
AF
2154
Arrow Financial
New York
$391M -$85.2M -18% 397
SFG
2155
SNS Financial Group
Minnesota
$390M -$18.7M -5% 203
TFA
2156
Transamerica Financial Advisors
Florida
$390M -$81.3M -17% 542
NL
2157
NWAM LLC
Washington
$389M -$54.9M -12% 370
VIM
2158
VCU Investment Management
Virginia
$389M -$46.2M -11% 8
EECFI
2159
EnCap Energy Capital Fund IX
Texas
$389M -$311M -44% 3
MCM
2160
Maple Capital Management
Vermont
$389M -$54.7M -12% 140
GCM
2161
Glendon Capital Management
California
$388M -$23.8M -6% 29
3AM
2162
3D Asset Management
Connecticut
$388M -$53.8M -12% 64
BAM
2163
Bruderman Asset Management
New York
$388M -$47.7M -11% 722
FM
2164
Frazier Management
Washington
$388M -$159M -29% 17
GACM
2165
Global Alpha Capital Management
Quebec, Canada
$387M -$28.9M -7% 38
TIA
2166
Tandem Investment Advisors
South Carolina
$385M +$20.5M +6% 70
IMOV
2167
Investment Management of Virginia
Virginia
$384M -$88.2M -19% 156
FBT
2168
First Bankers Trust
Kentucky
$384M +$174M +83% 165
WFI
2169
West Family Investments
California
$384M -$31.5M -8% 97
SG
2170
Swarthmore Group
Pennsylvania
$384M -$62.2M -14% 36
MRCM
2171
M&R Capital Management
New Jersey
$383M -$74.7M -16% 573
UM
2172
Ulysses Management
New York
$382M -$95.8M -20% 53
LCM
2173
LVM Capital Management
Michigan
$382M -$56.2M -13% 115
MRCP
2174
Manor Road Capital Partners
New York
$382M -$104M -21% 17
GCA
2175
Greenwood Capital Associates
South Carolina
$381M -$77.6M -17% 226