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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
AP
1926
Appleton Partners
Massachusetts
$446M +$3.05M +0.7% 1.02% 101% 195 11.28%
FNB
1927
First Niagara Bank
New York
$446M -$8.49M -2% 0.59% 38.1% 252 12.7%
CCP
1928
Caymus Capital Partners
Texas
$446M +$133M +43% 1.35% 57.3% 21 14.29%
CS
1929
Central Securities
New York
$445M +$26.6M +6% 0.8% 84.7% 35 14.29%
FWSM
1930
First Wilshire Securities Management
California
$445M -$44.4M -9% 3.25% 107% 129 11.63%
1M
1931
13D Management
New York
$444M +$50.9M +13% 0.31% 82.8% 36 27.78%
RCYC
1932
Richard C. Young & Co
Rhode Island
$444M -$14.5M -3% 1.56% 80.3% 73 9.59%
WCA
1933
Waratah Capital Advisors
Ontario, Canada
$443M +$77.2M +21% 0.87% 178% 124 54.84%
PWP
1934
Private Wealth Partners
California
$443M +$8.31M +2% 0.67% 92.8% 154 17.53%
RC
1935
Randolph Company
Ohio
$443M -$18.1M -4% 2.83% 120% 50 12%
DIA
1936
Dean Investment Associates
Ohio
$441M +$9.54M +2% 0.61% 46.9% 258 27.13%
NMIS
1937
Northwestern Mutual Investment Services
Wisconsin
$441M +$49.5M +13% 1.51% 145 85.52%
PTC
1938
Petrus Trust Company
Texas
$440M +$10.6M +2% 2.04% 25.1% 116 54.31%
AA
1939
Ancient Art
Texas
$440M +$86.7M +25% 9.62% 157% 22 45.45%
LRPA
1940
L. Roy Papp & Associates
Arizona
$440M -$16.5M -4% 1.07% 64.3% 152 11.18%
ACB
1941
Aristotle Capital Boston
Massachusetts
$439M +$118M +37% 1.97% 51.6% 106 4.72%
DVI
1942
Deccan Value Investors
Connecticut
$439M +$37.8M +9% 8% 66.5% 6 0%
CF
1943
CNA Financial
Illinois
$439M +$9.55M +2% 0.13% 50.5% 200 9.5%
FIM
1944
FourPoints Investment Managers
France
$438M -$40.9M -9% 1.58% 77 7.79%
RCAG
1945
Rehmann Capital Advisory Group
Michigan
$438M -$2.62M -0.6% 0.5% 51.4% 363 12.67%
HJMC
1946
Hellman Jordan Management Company
Massachusetts
$438M -$111M -20% 2.01% 203% 59 40.68%
BJL
1947
Brighton Jones LLC
Washington
$438M -$4.45M -1% 0.83% 81% 197 8.12%
CISOA
1948
Capital Investment Services of America
Wisconsin
$438M +$2.48M +0.6% 0.53% 50.7% 62 8.06%
BFA
1949
Bragg Financial Advisors
North Carolina
$437M +$3.01M +0.7% 0.71% 74.6% 236 4.66%
SRF
1950
Silver Rock Financial
California
$437M +$63.4M +17% 1.57% 6.77% 52 38.46%