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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
TAM
1926
Toscafund Asset Management
United Kingdom
$389M +$166M +74% 17.1% 80.9% 19 47.37%
MAM
1927
Myriad Asset Management
Hong Kong
$387M +$274M +243% 16% 149% 36 47.22%
PMG
1928
ProVise Management Group
Florida
$387M +$34.4M +10% 7.65% 58.1% 324 16.67%
TF
1929
Tompkins Financial
New York
$386M +$28.3M +8% 7.43% 74.1% 568 24.12%
CC
1930
ClearArc Capital
Ohio
$386M +$28.3M +8% 11% 63.4% 399 12.28%
EWA
1931
EP Wealth Advisors
California
$386M +$67.3M +21% 9.98% 129 21.71%
JEW
1932
Jamison Eaton & Wood
New Jersey
$385M +$22.2M +6% 10.1% 257 56.03%
PAS
1933
Professional Advisory Services
Florida
$385M +$30.2M +9% 9.44% 61.8% 50 14%
FAM
1934
Foundation Asset Management
New York
$384M +$22.5M +6% 17.8% 126% 29 51.72%
BOK
1935
Bank of Kentucky
Kentucky
$384M +$35.7M +10% 9.51% 294 7.82%
FCG
1936
FrontFour Capital Group
Connecticut
$384M -$237M -38% 9.56% 8.55% 60 65%
GMCM
1937
Gruber & McBaine Capital Management
California
$383M +$51M +15% 14.4% 192 34.38%
OMCS
1938
Old Mutual Customised Solutions
South Africa
$383M +$28.5M +8% 10.1% 49.7% 785 3.06%
CWM
1939
Cabot Wealth Management
Massachusetts
$382M +$48.5M +15% 7.29% 55.6% 165 19.39%
IUAM
1940
Itau USA Asset Management
New York
$382M -$7.7M -2% 1.28% 15.8% 129 10.85%
MC
1941
Middleton & Co
Massachusetts
$382M +$1.75M +0.5% 10.7% 63.4% 152 19.74%
LIA
1942
LBMC Investment Advisors
Tennessee
$382M +$43.2M +13% 7.04% 43.6% 55 16.36%
JAM
1943
Jacobs Asset Management
New York
$382M +$12M +3% 13.5% 79.5% 49 20.41%
PTC
1944
Petrus Trust Company
Texas
$381M +$2.55M +0.7% 7.66% 25.1% 47 6.38%
BPGAM
1945
BTG Pactual Global Asset Management
Bermuda
$381M -$71.2M -16% 4.23% 88.9% 185 83.78%
WMIG
1946
White Mountains Insurance Group
New Hampshire
$381M +$22.9M +6% 6.41% 45.8% 2 0%
MHIC
1947
Marble Harbor Investment Counsel
Massachusetts
$379M +$27.5M +8% 8.99% 55.1% 138 5.8%
FBB
1948
Fulton Breakefield Broenniman
Maryland
$379M +$7.36M +2% 6.57% 57.2% 139 7.91%
SMI
1949
Shelter Mutual Insurance
Missouri
$378M +$28M +8% 8.41% 46.6% 49 0%
CPC
1950
Cookson Peirce & Co
Pennsylvania
$377M +$16M +4% 15.3% 307% 150 36.67%