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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
CAM
1551
Cidel Asset Management
Ontario, Canada
$1.83B +$419M +30% 0.25% 69.1% 441 18.37%
WIC
1552
Willis Investment Counsel
Georgia
$1.83B -$104M -5% 6.22% 53.3% 135 12.59%
AWM
1553
Aprio Wealth Management
Georgia
$1.83B +$88.5M +5% 0.37% 60.6% 640 19.69%
SI
1554
Standard Investments
New York
$1.83B -$174M -9% 9.13% 41.3% 14 21.43%
DE
1555
Diversified Enterprises
Delaware
$1.83B +$145M +9% 1.63% 430 12.33%
DWT
1556
Dorsey & Whitney Trust
South Dakota
$1.82B -$72.7M -4% 1.74% 68.3% 750 11.73%
HMC
1557
Harvard Management Company
Massachusetts
$1.82B -$264M -13% 7.53% 156% 20 20%
MCC
1558
Money Concepts Capital
Florida
$1.81B +$24.9M +1% 0.36% 74.5% 608 21.55%
ST
1559
Spinnaker Trust
Maine
$1.81B -$61.1M -3% 2.36% 68.2% 300 6%
GC
1560
Gobi Capital
California
$1.8B -$264M -13% 7.71% 107% 14 28.57%
RHJA
1561
Rice Hall James & Associates
California
$1.8B -$20.8M -1% 0.37% 140% 255 9.41%
WIM
1562
WealthPlan Investment Management
Nebraska
$1.79B +$226M +14% 0.71% 62.6% 478 25.52%
BP
1563
BBR Partners
New York
$1.79B -$71.8M -4% 3.23% 51.6% 303 28.38%
CIM
1564
Cambria Investment Management
California
$1.79B +$77.1M +4% 7.76% 61.7% 748 33.16%
JCM
1565
Jacobi Capital Management
Pennsylvania
$1.79B +$64.8M +4% 0.26% 76.6% 646 7.74%
CC
1566
Courier Capital
New York
$1.79B +$8.19M +0.5% 0.04% 64.1% 405 10.12%
JWA
1567
JFS Wealth Advisors
Pennsylvania
$1.79B +$12.3M +0.7% 0.32% 54.8% 1,963 6.21%
KPM
1568
Kinetic Partners Management
Florida
$1.79B -$274M -13% 0.67% 227% 56 33.93%
BFG
1569
Berger Financial Group
Minnesota
$1.79B +$58.5M +3% 1.69% 59.9% 506 9.09%
EFS
1570
Essex Financial Services
Connecticut
$1.78B +$24.7M +1% 1.09% 87.7% 841 12.37%
MLL
1571
Moody Lynn & Lieberson
Massachusetts
$1.78B -$105M -6% 1.98% 128% 273 11.36%
OAM
1572
Ostrum Asset Management
France
$1.78B -$303M -15% 0.19% 75.2% 586 6.48%
UF
1573
Univest Financial
Pennsylvania
$1.78B -$105M -6% 2.66% 82.6% 264 6.82%
FIB
1574
First Interstate Bank
Montana
$1.78B -$84.3M -5% 0.1% 48.2% 211 17.06%
BCMIO
1575
Beacon Capital Management Inc (Ohio)
Ohio
$1.78B -$91.2M -5% 2.39% 32.3% 160 29.38%