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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
MC
1926
Middleton & Co
Massachusetts
$422M -$39.7M -9% 6.15% 69.7% 158 11.39%
JGUA
1927
John G. Ullman & Associates
New York
$421M -$110M -21% 8.14% 156% 151 24.5%
PIP
1928
Permian Investment Partners
Texas
$421M -$73.4M -15% 7.32% 78.6% 21 52.38%
EMA
1929
Efficient Market Advisors
California
$421M -$10.7M -2% 7.01% 5.97% 198 32.83%
IAM
1930
Integre Asset Management
New York
$421M -$56.4M -12% 8.68% 74.1% 179 34.64%
CCC
1931
Chelsea Counsel Company
California
$420M -$26.8M -6% 8.68% 106% 170 11.18%
AP
1932
Altarock Partners
Florida
$420M +$106M +34% 5.19% 58.1% 8 12.5%
CISOA
1933
Capital Investment Services of America
Wisconsin
$418M -$19.4M -4% 2.86% 50.7% 64 12.5%
PAM
1934
PT Asset Management
Illinois
$418M +$65.5M +19% 8.71% 7.94% 289 49.83%
PFP
1935
Patriot Financial Partners
Pennsylvania
$418M -$10.2M -2% 0.68% 16.6% 19 31.58%
BFA
1936
Bragg Financial Advisors
North Carolina
$418M -$19M -4% 5.54% 101% 236 7.63%
NPF
1937
Norris Perne & French
Michigan
$418M -$105M -20% 6.08% 79.9% 163 12.88%
BCM
1938
BTR Capital Management
California
$418M -$7.11M -2% 8.96% 35% 180 22.22%
RC
1939
Randolph Company
Ohio
$418M -$25M -6% 5.05% 120% 61 54.1%
JAFL
1940
Jay A. Fishman Ltd
Michigan
$417M -$64M -13% 9.58% 105% 99 13.13%
SAM
1941
Strategy Asset Managers
California
$417M -$31.7M -7% 5.85% 108% 158 32.28%
CWM
1942
Calamos Wealth Management
Illinois
$417M -$6.75M -2% 4.74% 102% 278 23.38%
BRWA
1943
B. Riley Wealth Advisors
Florida
$416M +$13.8M +3% 6.68% 105% 642 29.28%
AI
1944
Alphabet Inc
California
$416M -$66.2M -14% 13.7% 327% 5 0%
FFIC
1945
First Fiduciary Investment Counsel
Ohio
$416M -$46.1M -10% 6.51% 48.1% 45 24.44%
BCM
1946
BTC Capital Management
Iowa
$415M -$14.9M -3% 8.4% 190 28.95%
MC
1947
MIG Capital
California
$415M -$115M -22% 4.45% 118% 39 43.59%
AUIM
1948
Aegon USA Investment Management
Iowa
$415M -$13B -97% 5.57% 39.9% 57 54.39%
HIC
1949
Harvey Investment Company
Kentucky
$415M -$15.7M -4% 3.25% 48.4% 87 12.64%
PGCM
1950
Prescott Group Capital Management
Oklahoma
$415M -$88M -18% 13.5% 148% 199 25.63%