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
CVM
2276
Cheviot Value Management
California
$940M +$68M +8% 455
SG
2277
SCHF (GPE)
Wyoming
$938M +$96.3M +11% 10
HIC
2278
Harvey Investment Company
Kentucky
$937M +$27.2M +3% 104
FCM
2279
FJ Capital Management
Virginia
$937M -$6.38M -0.7% 194
CFFP
2280
Center for Financial Planning
Michigan
$936M +$63.7M +7% 702
SFC
2281
SYM Financial Corp
Indiana
$935M +$41.2M +5% 472
CT
2282
Coastline Trust
Rhode Island
$932M +$58.7M +7% 407
PRS
2283
Pinkerton Retirement Specialists
Idaho
$930M +$92.1M +11% 162
RPC
2284
Rossmore Private Capital
Connecticut
$928M +$71.5M +8% 331
IC
2285
Inscription Capital
Texas
$928M +$234M +34% 668
TFA
2286
Toth Financial Advisory
Virginia
$926M +$70M +8% 838
TC
2287
Tairen Capital
Hong Kong
$925M -$53.1M -5% 101
MC
2288
Middleton & Co
Massachusetts
$925M +$35M +4% 169
SP
2289
Summit Partners
Massachusetts
$924M -$494M -35% 8
FWM
2290
Focused Wealth Management
New York
$924M +$105M +13% 207
RIM
2291
Redwood Investment Management
Arizona
$923M -$19.8M -2% 334
CG
2292
Cynosure Group
Utah
$921M +$37.9M +4% 395
MIOT
2293
Massachusetts Institute of Technology
Massachusetts
$920M -$75.1M -8% 13
SM
2294
Sunriver Management
Connecticut
$920M -$12.6M -1% 26
OBWG
2295
Onyx Bridge Wealth Group
New York
$920M +$163M +22% 381
SP
2296
Symmetry Partners
Connecticut
$918M +$106M +13% 179
SAA
2297
Southeast Asset Advisors
Georgia
$918M +$77M +9% 212
TFA
2298
Teamwork Financial Advisors
Texas
$918M +$103M +13% 187
LCM
2299
Legato Capital Management
California
$918M +$78.7M +9% 631
TFP
2300
Triple Frond Partners
California
$918M +$33.4M +4% 12