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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
SSG
1826
Summit Securities Group
New York
$560M +$213M +61% 2.25% 96.7% 424 78.3%
FBB
1827
Fulton Breakefield Broenniman
Maryland
$560M +$21.5M +4% 2.69% 57.2% 116 7.76%
BIAS
1828
Beacon Investment Advisory Services
New Jersey
$560M +$36.8M +7% 1.66% 83.3% 111 22.52%
CS
1829
Central Securities
New York
$559M +$19.4M +4% 3.36% 84.7% 43 16.28%
EK
1830
Evensky & Katz
Florida
$558M +$13.6M +2% 1.63% 57.1% 48 0%
FDCC
1831
Foster Dykema Cabot & Co
Massachusetts
$558M +$7.86M +1% 1.91% 34% 110 7.27%
GPP
1832
Great Point Partners
Connecticut
$558M +$54.7M +11% 12.8% 554% 51 52.94%
FRM
1833
Foundation Resource Management
Arkansas
$558M -$12.4M -2% 4.11% 67.8% 60 5%
FANJ
1834
Financial Architects (New Jersey)
New Jersey
$558M -$6.6M -1% 1.98% 31.3% 1,741 20.16%
BWM
1835
Baystate Wealth Management
Massachusetts
$558M +$37.7M +7% 2.44% 14.6% 707 8.91%
PFMOSF
1836
Philadelphia Financial Management of San Francisco
California
$557M +$116M +26% 3.6% 174% 54 70.37%
CNAM
1837
Campbell Newman Asset Management
Wisconsin
$556M +$13.7M +3% 2.99% 108% 132 15.15%
AAC
1838
Asset Advisors Corp
Georgia
$556M +$7.06M +1% 3.24% 41.4% 191 16.23%
II
1839
IFM Investors
Australia
$556M +$160M +41% 3.23% 131% 491 11.81%
NCMU
1840
NAYA Capital Management (UK)
United Kingdom
$556M +$10.7M +2% 7.93% 38.2% 14 57.14%
BCM
1841
BTC Capital Management
Iowa
$554M +$17.4M +3% 2.85% 185 12.43%
FMT
1842
First Mercantile Trust
Tennessee
$554M -$105M -16% 4.13% 51.2% 895 17.77%
EWM
1843
Essex Woodlands Management
Texas
$553M +$115M +26% 31.2% 203% 10 10%
OWD
1844
Osborn Williams & Donohoe
Ohio
$552M -$1.64M -0.3% 2.16% 23.7% 228 7.89%
CT
1845
Coastline Trust
Rhode Island
$552M +$16.1M +3% 3.22% 79.1% 294 6.8%
BRWA
1846
B. Riley Wealth Advisors
Florida
$551M +$50M +10% 9.11% 576 19.1%
CCM
1847
Corsair Capital Management
New York
$551M -$32.8M -6% 6.18% 368% 86 25.58%
GIA
1848
Granite Investment Advisors
New Hampshire
$551M -$11.5M -2% 1.94% 55.6% 136 13.97%
IG
1849
Ithaka Group
Virginia
$551M +$33.4M +6% 7.7% 99.2% 45 17.78%
HLC
1850
Hunt Lane Capital
New York
$550M +$157M +40% 14.5% 3.59% 18 50%