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
CL
2176
CPWM LLC
Washington
$433M +$7.85M +2% 256
IFWM
2177
Institute for Wealth Management
Colorado
$433M +$126M +41% 425
RP
2178
RBS Partners
Florida
$433M -$79.3M -15% 6
JMFC
2179
J.M. Forbes & Co
Massachusetts
$433M +$32.1M +8% 114
AF
2180
Arrow Financial
New York
$433M +$11.1M +3% 352
SFI
2181
SPC Financial Inc
Maryland
$432M +$28M +7% 122
MRCM
2182
M&R Capital Management
New Jersey
$431M +$16.9M +4% 588
BCM
2183
Bienville Capital Management
New York
$431M +$81.7M +23% 205
REMS
2184
Real Estate Management Services
$431M -$55.3M -11% 31
3AM
2185
3D Asset Management
Connecticut
$430M +$9.5M +2% 53
CCM
2186
Cohen Capital Management
California
$430M +$17.1M +4% 145
GCA
2187
Greenwood Capital Associates
South Carolina
$429M +$27M +7% 246
WI
2188
Wintrust Investments
Illinois
$428M +$32.7M +8% 292
OAM
2189
Oberweis Asset Management
Illinois
$428M +$68.2M +19% 256
JPG
2190
Jordan Park Group
California
$427M 30
GCM
2191
Glendon Capital Management
California
$426M -$4.39M -1% 30
SFP
2192
Shepherd Financial Partners
Massachusetts
$426M -$4.51M -1% 116
BIM
2193
Bridgecreek Investment Management
Oklahoma
$426M +$57.5M +16% 119
FL
2194
Fort LP
Maryland
$425M +$18.7M +5% 50
SCA
2195
Stillwater Capital Advisors
Pennsylvania
$425M +$39.2M +10% 76
OC
2196
Oakworth Capital
Alabama
$425M +$35.6M +9% 693
WPW
2197
Waldron Private Wealth
Pennsylvania
$425M +$67.2M +19% 185
SSWM
2198
Sheets Smith Wealth Management
North Carolina
$424M +$27.7M +7% 337
BCP
2199
BDT Capital Partners
Illinois
$424M -$21.6M -5% 1
AG
2200
Algert Global
California
$424M -$13.8M -3% 392