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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
CCFCSB
1701
Cape Cod Five Cents Savings Bank
Massachusetts
$732M +$94.6M +15% 17% 49.8% 181 9.94%
SCM
1702
Somerset Capital Management
United Kingdom
$731M +$102M +16% 18% 7.5% 18 5.56%
IWM
1703
IHT Wealth Management
Illinois
$730M +$35.3M +5% 22.5% 63% 660 28.48%
PWP
1704
Private Wealth Partners
California
$730M +$137M +23% 24.4% 92.8% 134 26.12%
HP
1705
Hikari Power
Japan
$729M +$21.8M +3% 8.21% 56.5% 86 33.72%
MCM
1706
Manchester Capital Management
Vermont
$729M +$105M +17% 23.4% 57.7% 586 10.58%
EP
1707
Eversept Partners
New York
$729M +$327M +81% 71.2% 281% 84 45.24%
RCM
1708
Radcliffe Capital Management
Pennsylvania
$729M +$189M +35% 2.43% 4.93% 181 51.93%
IG
1709
Ithaka Group
Virginia
$729M +$205M +39% 39.2% 99.2% 38 0%
LCS
1710
Levin Capital Strategies
New York
$728M +$108M +17% 26.9% 79.3% 219 31.05%
GPCM
1711
Greenbrier Partners Capital Management
Texas
$728M +$171M +31% 35.5% 111% 15 0%
CNAM
1712
Campbell Newman Asset Management
Wisconsin
$727M +$143M +25% 23.4% 108% 120 6.67%
BWFA
1713
Baltimore-Washington Financial Advisors
Maryland
$726M +$171M +31% 24.8% 70.7% 137 21.9%
BPGAM
1714
BTG Pactual Global Asset Management
Bermuda
$726M -$527K -0.1% 32.9% 88.9% 162 72.22%
MIM
1715
Morningstar Investment Management
Illinois
$725M +$180M +33% 13.8% 48.2% 28 17.86%
FIB
1716
First Interstate Bank
Montana
$723M +$324M +81% 18.8% 48.2% 175 18.29%
NWM
1717
Nicola Wealth Management
British Columbia, Canada
$722M +$57.2M +9% 18.7% 48.3% 119 11.76%
FEG
1718
Fund Evaluation Group
Ohio
$722M +$128M +22% 15.1% 45.2% 45 57.78%
TAM
1719
Taurus Asset Management
New York
$721M +$118M +20% 21.6% 26.9% 86 6.98%
B
1720
Brightworth
Georgia
$719M +$144M +25% 18.9% 21.7% 84 11.9%
HTHT
1721
Hemenway Trust Hemenway Trust
New Hampshire
$719M +$128M +22% 21.1% 58.4% 130 10.77%
ZA
1722
Zazove Associates
Nevada
$719M -$114M -14% 2.91% 11% 111 7.21%
MP
1723
MFN Partners
Massachusetts
$717M -$38.6M -5% 42.5% 200% 21 66.67%
AAS
1724
Annex Advisory Services
Wisconsin
$717M +$11M +2% 17.5% 77.9% 136 19.12%
MC
1725
MM Capital
New York
$717M -$9.91M -1% 54% 12 91.67%