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
2176
Cassaday & Co
Virginia
$396M +$119M +43% 43
MBTD
2177
Mechanics Bank - Trust Department
California
$395M -$72.4M -15% 161
BAM
2178
Belpointe Asset Management
Nevada
$395M -$238M -38% 671
GWI
2179
Grace & White Inc
New York
$394M -$76.9M -16% 135
CF
2180
Cypress Funds
California
$394M -$271M -41% 21
AGM
2181
Alpine Global Management
New York
$394M -$129M -25% 300
GFP
2182
Gryphon Financial Partners
Ohio
$393M +$58.3M +17% 237
SP
2183
Symmetry Partners
Connecticut
$393M +$140M +56% 380
MGM
2184
Miura Global Management
New York
$392M -$151M -28% 27
PWM
2185
Perigon Wealth Management
California
$392M -$14.2M -4% 286
WC
2186
Whitney & Co
New York
$391M -$23.7M -6% 549
GRP
2187
Global Retirement Partners
California
$391M -$51.1M -12% 1,632
AF
2188
Arrow Financial
New York
$391M -$85.2M -18% 397
SFG
2189
SNS Financial Group
Minnesota
$390M -$18.7M -5% 203
TFA
2190
Transamerica Financial Advisors
Florida
$390M -$81.3M -17% 542
NL
2191
NWAM LLC
Washington
$389M -$54.9M -12% 370
VIM
2192
VCU Investment Management
Virginia
$389M -$46.2M -11% 8
EECFI
2193
EnCap Energy Capital Fund IX
Texas
$389M -$311M -44% 3
MCM
2194
Maple Capital Management
Vermont
$389M -$54.7M -12% 140
GCM
2195
Glendon Capital Management
California
$388M -$23.8M -6% 29
3AM
2196
3D Asset Management
Connecticut
$388M -$53.8M -12% 64
BAM
2197
Bruderman Asset Management
New York
$388M -$47.7M -11% 722
FM
2198
Frazier Management
Washington
$388M -$159M -29% 17
GACM
2199
Global Alpha Capital Management
Quebec, Canada
$387M -$28.9M -7% 38
TIA
2200
Tandem Investment Advisors
South Carolina
$385M +$20.5M +6% 70