We are live on ! Find out more

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
RCYC
1926
Richard C. Young & Co
Rhode Island
$475M +$12.3M +3% 2.62% 137% 67 8.96%
HIC
1927
Harvey Investment Company
Kentucky
$475M +$4.25M +0.9% 1.76% 48.4% 83 4.82%
CHAM
1928
Clear Harbor Asset Management
Connecticut
$475M +$16.7M +4% 4.36% 98.6% 286 22.73%
GA
1929
GFS Advisors
Texas
$475M +$24.5M +5% 5.55% 97.9% 147 16.33%
CIA
1930
CCM Investment Advisers
South Carolina
$474M +$636K +0.1% 5.42% 170% 102 13.73%
AFS
1931
Amtrust Financial Services
New York
$474M 10.1% 53.8% 97
HCM
1932
Hilton Capital Management
New York
$473M +$68.3M +17% 7.83% 58.2% 148 38.51%
AW
1933
ACG Wealth
Georgia
$473M +$2.83M +0.6% 3.83% 45.5% 284 20.42%
AAIM
1934
American Assets Investment Management
California
$473M +$37.4M +9% 6.83% 507% 149 11.41%
JAM
1935
Jacobs Asset Management
New York
$473M +$94.8M +25% 28.7% 114% 59 37.29%
MCM
1936
Makena Capital Management
California
$471M -$596M -56% 0.28% 78.7% 23 13.04%
KT
1937
Kanaly Trust
Texas
$471M -$1.05M -0.2% 3.38% 11.6% 987 12.46%
DS
1938
Dudley & Shanley
Florida
$470M +$34.3M +8% 8.14% 57% 33 0%
SPPAM
1939
Summit Partners Public Asset Management
Massachusetts
$469M -$141M -23% 5.35% 1,167% 136 69.85%
SWA
1940
SFMG Wealth Advisors
Texas
$469M +$13.4M +3% 3.58% 76.1% 124 16.13%
SAM
1941
Serengeti Asset Management
New York
$468M +$74.1M +19% 1.56% 14.9% 30 43.33%
IC
1942
InterOcean Capital
Illinois
$468M +$39.2M +9% 4.87% 32.1% 185 26.49%
CC
1943
Cornerstone Capital
California
$468M +$4.9M +1% 2.21% 91.2% 80 10%
EFS
1944
Essex Financial Services
Connecticut
$466M +$46.1M +11% 3.56% 87.7% 336 12.8%
ERM
1945
Elm Ridge Management
New York
$466M +$42M +10% 14.3% 93.6% 35 22.86%
GC
1946
Gillson Capital
Illinois
$465M 23.1% 84.9% 33
GWI
1947
Grace & White Inc
New York
$465M +$15.9M +4% 10.8% 61.5% 144 5.56%
CCM
1948
Clearfield Capital Management
New York
$465M +$24M +5% 2.36% 421% 16 43.75%
AR
1949
Argyll Research
Delaware
$463M -$4.46M -1% 0.95% 0.8% 5 0%
PFPT
1950
Pinnacle Financial Partners (Tennessee)
Tennessee
$463M +$18.2M +4% 5.09% 86% 302 28.15%