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
JAG
2201
Journey Advisory Group
Kentucky
$836M +$26.2M +3% 238
CCG
2202
Cypress Capital Group
Florida
$834M -$266K -0% 308
WC
2203
Waterloo Capital
Texas
$833M +$50.5M +6% 404
SCM
2204
SOL Capital Management
Maryland
$833M +$38M +5% 310
SAA
2205
Southeast Asset Advisors
Georgia
$832M +$849K +0.1% 173
MCM
2206
Manchester Capital Management
Vermont
$832M +$20.6M +3% 1,185
AIA
2207
Alera Investment Advisors
Illinois
$832M +$92.1M +12% 296
CIPU
2208
Caledonia Investments plc (UK)
United Kingdom
$831M +$56.5M +7% 14
1IA
2209
1834 Investment Advisors
Wisconsin
$830M -$11.2M -1% 225
SAM
2210
Southernsun Asset Management
Tennessee
$829M -$68.9M -8% 28
FC
2211
Forte Capital
New York
$828M +$20M +2% 245
GSIS
2212
Global Strategic Investment Solutions
Arizona
$828M -$27.2M -3% 154
KCMH
2213
Keywise Capital Management (HK)
Hong Kong
$827M +$89.7M +12% 14
SGK
2214
Steigerwald Gordon & Koch
Virginia
$827M +$23M +3% 127
GMP
2215
Great Mountain Partners
Connecticut
$826M -$128M -13% 2
1SP
2216
140 Summer Partners
New York
$826M +$23.4M +3% 19
CCFM
2217
Clear Creek Financial Management
Washington
$825M +$43.8M +6% 464
LRPA
2218
L. Roy Papp & Associates
Arizona
$825M -$14.9M -2% 180
KP
2219
Kiltearn Partners
United Kingdom
$825M -$257M -24% 35
RIA
2220
Retirement Investment Advisors
Oklahoma
$824M 54
BMM
2221
Berkshire Money Management
Massachusetts
$824M -$4.94M -0.6% 85
RCYC
2222
Richard C. Young & Co
Rhode Island
$823M +$26.1M +3% 82
LA
2223
Legacy Advisors
Pennsylvania
$823M +$31.1M +4% 347
IVAV
2224
Index Venture Associates VI
Jersey
$822M -$53.2M -6% 3
RWM
2225
Rockwood Wealth Management
Pennsylvania
$821M +$46.9M +6% 92