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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
HFM
1901
Hartford Funds Management
Pennsylvania
$907M +$211M +30% 1.53% 26.8% 5 40%
EK
1902
Evensky & Katz
Florida
$904M +$96M +12% 6.83% 57.1% 81 12.35%
OCM
1903
One Capital Management
California
$904M +$72.5M +9% 5.72% 50.5% 173 10.98%
2
1904
2Xideas
Switzerland
$904M +$102M +13% 0.92% 40.6% 67 1.49%
PIM
1905
Provident Investment Management
Michigan
$903M +$51.6M +6% 7.62% 69.5% 56 5.36%
AWCI
1906
Alpine Woods Capital Investors
New York
$901M +$81.1M +10% 7.62% 105% 241 12.86%
MM
1907
Main Management
California
$900M +$119M +15% 6.36% 64.1% 146 20.55%
FBA
1908
Front Barnett Associates
Illinois
$899M +$56.3M +7% 6.56% 40.5% 109 0.92%
CFFNO
1909
Common Fund For Nonprofit Organizations
Connecticut
$898M -$12M -1% 7.55% 70.8% 10 20%
ALSV
1910
ATP Life Science Ventures
New York
$898M -$397M -31% 25.5% 3 0%
BRF
1911
B. Riley Financial
California
$898M +$281M +46% 62.1% 682% 42 59.52%
YL
1912
YCG LLC
Texas
$896M +$25.7M +3% 5.03% 27% 46 2.17%
BCM
1913
BTC Capital Management
Iowa
$896M +$57.4M +7% 5.97% 243 13.58%
ECG
1914
EPIQ Capital Group
California
$896M +$264M +42% 13.9% 6.25% 52 11.54%
AIC
1915
AWM Investment Company
New York
$895M +$108M +14% 21.6% 778% 123 30.89%
CIC
1916
Cornercap Investment Counsel
Georgia
$895M +$193M +28% 15.8% 55.4% 730 70.14%
NWM
1917
Nicola Wealth Management
British Columbia, Canada
$894M +$90.4M +11% 6.26% 56.1% 120 19.17%
FFBTD
1918
First Financial Bank - Trust Division
Ohio
$894M +$42.3M +5% 8.36% 62.6% 190 3.68%
NIM
1919
NXG Investment Management
Texas
$894M -$7.51M -0.8% 13.7% 136% 145 33.1%
MPMG
1920
Minneapolis Portfolio Management Group
Minnesota
$891M +$99.9M +13% 15.2% 140% 35 25.71%
NA
1921
Nottingham Advisors
New York
$890M +$202M +29% 3.23% 44.3% 153 14.38%
MI
1922
Markston International
New York
$889M +$39.1M +5% 8.32% 109% 153 3.27%
BOTW
1923
Bank of the West
California
$889M +$31.8M +4% 6.53% 35.4% 227 11.45%
KGI
1924
Kopernik Global Investors
Florida
$889M +$164M +23% 23.6% 128% 24 8.33%
MC
1925
Middleton & Co
Massachusetts
$887M +$41.9M +5% 3.25% 69.7% 158 12.03%