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
AAI
2426
American Assets Inc
California
$379M +$14.3M +4% 4
LGWM
2427
Litman Gregory Wealth Management
California
$379M +$11.7M +3% 245
FAG
2428
Financial Advisory Group
Texas
$378M +$15.7M +4% 73
SCM
2429
Simcoe Capital Management
New York
$377M +$4.7M +1% 13
VFM
2430
Viking Fund Management
North Dakota
$377M -$25.3M -6% 126
BEAM
2431
Baker Ellis Asset Management
Washington
$377M +$17.5M +5% 236
AR
2432
Argyll Research
Delaware
$376M -$33.4M -8% 3
CCA
2433
Castle Creek Arbitrage
Colorado
$376M +$52.6M +16% 107
STCG
2434
Speece Thorson Capital Group
Minnesota
$376M +$12M +3% 42
GBBWRPM
2435
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$375M +$24.9M +7% 106
BAS
2436
Brown Advisory Securities
Maryland
$375M -$50.1M -12% 314
TIA
2437
Traphagen Investment Advisors
New Jersey
$375M +$20.4M +6% 114
PO
2438
Private Ocean
California
$374M +$6.69M +2% 555
FWM
2439
Focused Wealth Management
New York
$374M +$43.8M +13% 809
ECAM
2440
East Coast Asset Management
Massachusetts
$374M -$29.4M -7% 72
GG
2441
Greenwood Gearhart
Arkansas
$373M +$32.4M +10% 78
GAM
2442
Gemmer Asset Management
California
$373M +$5.71M +2% 1,511
NLVP
2443
New Leaf Venture Partners
New York
$373M +$8.14M +2% 22
RC
2444
Reik & Co
New York
$373M +$6.99M +2% 48
HCA
2445
Heck Capital Advisors
Wisconsin
$373M +$38.5M +12% 101
FTS
2446
Fifth Third Securities
Ohio
$372M +$284M +321% 159
ECM
2447
Exchange Capital Management
Michigan
$372M +$15.5M +4% 138
BCM
2448
Brasada Capital Management
Texas
$372M +$37.8M +11% 176
AIM
2449
Atlantic Investment Management
New York
$371M -$19.9M -5% 23
MCWS
2450
McKinley Carter Wealth Services
West Virginia
$371M +$15M +4% 156